Investment Advisor May 2005

Features

  • Keeping Them On Your Side

    You run a financial advisory shop with a roster of happy and satisfied clients. You think their loyalty is to your firm and that they'll...

  • Road Less Traveled

    The world of alternative investments has become more important to a number of advisors for one simple reason--traditional investments don't provide the desired return or...

  • Preserving the Legacy

    Although the estate tax may be repealed or significantly changed in the near future, don't expect those changes to last forever. Rising government deficits and...

  • A Proper Fit

    Separate accounts are a useful tool in managing client assets, but they have been oversold by many firms. It's important to know exactly what a...

  • Staying Balanced

    The germ of the socially responsible investing (SRI) movement sprouted from a letter that Luther Tyson and Jack Corbett, who worked on peace, housing, and...

  • The Promise of Micro Caps

    When it comes to investing, few asset classes evoke more enthusiasm and consideration than micro-cap stocks. While the historically strong performance of micro-cap stocks make...

  • Staying Grounded

    Flashy cars, expensive homes, and lucrative endorsement deals are the stuff of everyday life for top-tier professional athletes. Children dream of growing up to be...

  • The Next Step

    When considering a transition from commissions to fees, the first question for planners is usually something along the lines of "How much money am I...

  • Living in Harmony

    Our financial services family is currently divided. Lines have been drawn in the sand. It may not rise to the level of violence, but there's...

Beginnings

Columns

Conclusions

  • An SMA for 401(k)s

    Envestnet Asset Management recently launched ENVEST(k), a turnkey platform for qualified plans that allows participants with smaller account balances to invest in separate accounts. This is...

  • Taxing Time

    The recent tax season has been busy for all concerned. Even the IRS has industriously issued rulings on questions facing taxpayers and, by extension, their...

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