Investment Advisor October 2009

Features

Beginnings

Columns

Conclusions

Sidebar Stories

  • The Scope of the Problem

    Speaking at the Schwab Impact 2009 conference in San Diego in mid-September, tax and estate planning attorney John Scroggin first poked fun at his profession,...

  • Concerning Culture and Control

    In a growing advisory practice, particularly one with more than one office, span of control becomes another big challenge. Cultural breaks often occur when satellite...

  • Don't Hire Yourself

    When hiring to grow their firm or adding a partner, most older (and typically entrepreneurial) advisors make the mistake of trying to hire younger advisors...

  • No Work Allowed!

    The use of furloughs is increasingly popular throughout many industries, but when employees are furloughed, the employer must make it clear that the employee must...

  • Green Energy Gets Green Light

    The release of the first round of funding from the Obama Administration's stimulus law--the American Recovery and Reinvestment Act--to a program that provides cash assistance...

  • About the Manager

    Charles "Chuck" Akre has been in the securities business since 1968. He previously held positions as shareholder, director, CEO of the asset management division, and...

  • Getting Estate Planning Help

    The next few years will be a challenging time for advisors to stay current in creating, monitoring, and modifying clients' estate plans. Trusts, tax, and...

  • Consider These

    In addition to thinking about using grantor retained annuity trusts (GRATs) for clients in the current atmosphere to help preserve wealth, the California Society of...

  • A Recession Silver Lining

    For estate planning these days, "the low-interest-rate environment offers incredible advantages," observes Ben Ledyard, director of wealth strategies for Boston-based Silver Bridge Advisors who leads...

  • Who's Giving, and How, and Why?

    If you're working with clients and want to encourage charitable giving, whom should you talk to, and how? "There is some limited anecdotal evidence that...

  • Forget Chicken Little

    What's the current state of philanthropy? Eileen Heisman, CEO of National Philanthropic Trust, notes that "when the market was high and we didn't know...

  • Beyond the Plan

    I spend considerable time and effort in constructing a comprehensive financial plan, but it isn't meant to be a static document that only collects dust...

  • Fiduciary Scorecard

    As part of the screening process of mutual funds that I might use for my clients, I decided early in 2009 to search for global...

  • The Multilife Market

    John Ryan of Ryan Insurance Strategy Consultants in Greenwood Village, Colorado, says that a big marketing emphasis these days in disability insurance is multilife sales....