Wealth Manager Web April 2006

Cover Story

  • Divide and Conquer

    It was twenty years ago when "Determinants of Fund Performance" by Gary Brinson, Randolph Hood, and Gil Beebower put asset allocation on the map by...

  • College Credit

    If you have affluent clients with teenage children, you might have noticed that they exhibit a certain weary resignation as the deadlines for college applications...

  • The Unknown Index

    Financial advisors tell their clients they will hunt for the best investment to help them outperform the market. Ah, yes, 'THE MARKET.' It is a...

  • Performance Chasers

    Fidelity has them. So does Vanguard. But once you look beyond those goliaths, mutual funds with performance fees are a rare breed. That's disappointing news...

  • Taking Charge

    In the mid-1990s, Stuart Lucas read the writing on the wall, and it wasn't encouraging. He and his extended family--heirs to the Carnation Company fortune--faced...

  • Soft Landing

    Convertibles hit potholes last year. During the first five months of 2005, the average convertible fund lost 4.5 percent, lagging the Standard & Poor's 500-stock...

  • Small Packages

    The smart money in 2006 is on small and micro cap stocks--at least that is the consensus among a large part of the investment community. Both...

  • Call Me

    With so many cell phone options to choose from, how can financial planners sort out what's necessary from what's not? Since most advisors will tend...

  • More Is Less

    Malcolm Forbes once compared inflation to dandruff, saying both were problems without solutions. For investors who would like to give inflation the brush-off, it might...

  • The Outer Limits

    In every human endeavor, there are a few pioneers who expand the fields of possibility-- brave test pilots who fly off into the wild blue...

  • In the Know

    You are a wealth manager, involved in the community for years. You've done it for all the right reasons. You haven't tried to "run the...

  • Staying on Top of the World

    What could be a safer investment to recommend to your clients than Coca-Cola? It's just some nice sugar-water that everybody around the world likes to...

  • Fitting In

    Hiring the right candidate at the right time for exactly the position that needs filling can be the most important way to make your firm...

  • Down to the Wire

    A Wall Street Journal story of Jan. 11, 1985, told of a woman who asked the IRS for more time to file her return, saying:...

  • Look Closer

    Security expert Bob Strang well remembers the time his company was hired to investigate the CEO of a private equity partnership who was purported to...

  • Behind the Name

    Wealth management is all the rage these days ... and deservedly so. Affluent clients benefit from an in-depth consultative relationship that provides a variety of...