Investment Advisor-November 2011

Issue Gallery ›

  • Answering the Public Pension Question

    Tim Rouse

    Funding gaps. Benefit cuts. Fiscal reform. Budget repair. No matter where you live today, its hard to ignore the challenges that many state and municipal pension systems are facing.

  • The Best and the Brightest

    Angie Herbers

    My duties as a part-time faculty member of Kansas State Universitys CFP-registered financial planning program included taking a group of students to this years FPA Experience Conference in San Diego.

  • Pull the Trigger

    Mike Patton

    A GDP trigger is something that has an effect on the rate of GDP.

  • Never Satisfied

    John Sullivan

    Industrial age publisher and philanthropist Frederick Bonfils said there is no hope for the satisfied man. If thats the case, Karl Frank is full of hope.

  • A Tipping Point?

    James J. Green

    Its always easier to discern a trend with the use of hindsight. But I believe that the business of independent advice-giving has finally reached a turning point.

  • The Touch of a Blacksmith

    Mark Tibergien

    Elite advisory firms manage staff with the same degree of care used in managing assets.

  • Your Best Investment Ever?

    Olivia Mellan

    As adults, we feel best about ourselves when we grow, change and become more whole over the course of our lifetime.

  • The Decline of Insurance-Owned Broker-Dealers

    Jonathan Henschen

    From 1990 up until a few years ago, insurance companies dominated broker-dealer acquisitions in order to gain greater control over insurance product distribution.

  • Arrow Funds' Alternative Plan

    John Sullivan

    Joe Barrato is frustrated with the use (or rather, lack) of alternative investments and hedging strategies in the mutual fund and ETF space.

  • Let Go to Grow

    Angie Herbers

    The trick to creating a successful independent advisory firm is exactly the opposite of what is taught by business schools and business gurus.

  • Social Media—The Do’s and Don’ts

    Peter Montoya

    It might be difficult to see the value in a medium used incessantly by 13-year-old girlsbut if thats the way you think of social media, you may be critically misjudging its importance.

  • Breakaway 401(k)s

    Tom Gonnella

    Next spring, 72 million Americans will open their quarterly 401(k) statements and, for the first time, they will see the true cost of their retirement investments spelled out in new fee disclosures.

  • Profiting from Morality

    Savita Iyer-Ahrestani

    Brian Payne, vice president of investments at Wells Fargo Advisors in Dallas, has had a close association with the Muslim community in the Dallas/Forth Worth area for about five years.

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