Investment Advisor-February 2011

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  • The Necessity of Growth

    Eliza De Pardo, Dan Inveen

    For the typical advisory firm, revenue and profitability stabilized in 2010 and, in many cases, returned to familiar and very comfortable pre-2008 levels.

  • Give It Away Today

    Lewis Schiff

    Advisors to affluent families have often used anecdotes about well-known individuals as a more memorable and persuasive way to discuss different aspects of financial planning.

  • After the Horse Has Left the Barn

    James J. Green

    An appreciation of history and human behavior leads to the conclusion that internal enemies can be the most damaging to a country’s economic health, and the financial services industry’s well-being.

  • 2011 Compliance Checklist

    Thomas D. Giachetti

    Remember, compliance is not difficult if you understand the rules and how they apply (and more importantly, do not apply) to the firm.

  • A Holiday in Cambodia

    John Sullivan

    Author and foreign policy expert Ian Bremmer recounts a meeting with a highly-placed Chinese official in the wake of the recent financial crisis in which the official began, “Now that the free market has failed …”

  • Confusion in the Boomer Space

    Danielle Andrus

    In a demographic that comprises approximately 78 million people, there's bound to be some disparity in sentiment.

  • Location Dislocation

    Mark Tibergien

    Independent advisory firms are beginning to look more like broker-dealers every day.

  • Back to Basics

    John Sullivan

    I went to Harvard Undergrad and got an MBA from the University of Michigan, Tim Hartch begins, when asked about his investing pedigree.

  • An Old Dog Learns Some New Tricks

    Bob Clark

    I know it’s February, but I’m just getting around to reflecting back over 2010. It’s been that kind of year. In my musings, the one…

  • Beating the Odds

    Marlene Y. Satter

    We’ve explored life settlements and their securitization in these pages before, covering everything from  legal issues to emotional and medical…

  • Dispatches from the Tax-Efficient Frontier

    David Lau

    Congress has passed a measure to postpone income tax increases for at least two more years, but, inevitably, most experts predict lawmakers will be forced…

  • Asset Allocation: February 2011

    Editorial Staff

    Overall, 2011 will continue the economic and market volatility of 2010. The global economy remains out of balance, teetering back and forth between the…

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