Investment Advisor September 2006

Cover Story

  • Woodbury Financial Services

    Woodbury Financial is a big firm, with nearly 2,000 producing reps, and a big corporate parent in the form of The Hartford. But a simple...

  • Contemporary Financial Solutions

    When it comes to an innovative business model, West Palm Beach, Florida-based Contemporary Financial Solutions may have the most unique business plan: it welcomes lower...

  • The Investment Center

    If keeping your representatives satisfied is the name of the game for broker/dealers, then it's no surprise that Ralph DeVito and The Investment Center are...

  • Next Financial Group

    Only seven years old, NEXT Financial has won broker/dealer of the year honors for the sixth year in a row, and did it in three...

Features

  • Income & growth

    When a client's primary goal is income from their portfolio, there are a number of options to choose from: dividends are popular because of the...

  • Going Mobile

    Just as any fashion starts to look old after a season, so, too, does technology. Moreover, those early-adopter advisors who rejoice while playing with the...

  • Panning for Gold

    Over the last 25 years there have been three distinct cycles of outperformance by high Quality Ranking (QR) companies.The longest of the high-quality rallies lasted...

  • Risk Manager

    When financial planners talk about how the profession has advanced over the years, one of the prime examples given is that of Monte Carlo simulation...

  • Native Sons

    The Villere family has been in New Orleans as long as nearly anyone. Jacques Phillipe Villere was born near the city in 1761, son to...

  • Five Years After

    It's hard to believe that five years have passed since the horrific events of September 11, 2001, unfolded before our eyes.

Beginnings

Columns

  • Bust of Boom?

    Anxieties swirl around financial planning for baby boomers as they begin entering what have traditionally been known as the retirement years. Most advisors are now...

  • Board to Death: Reloaded

    One the things I love most about covering financial planning is the CFP Board. They may be the worst thing to happen to the planning...

  • Dealing With Debt

    Are you asking your clients about their liabilities? Looking only at one side of your clients' balance sheet may put their long-term goals at risk....

  • Extending the Definition

    When viewing your clients' plans, do you include helping them manage their careers? Michael Haubrich thinks you should. When developing a comprehensive financial plan for...

  • Lead and Learn

    Last February, I had the honor of speaking at the NAPFA Advanced Planners conference, sitting on a panel about developing career tracks for employees of...

Conclusions

Sidebar Stories

Web Extras