Investment Advisor-October 2003

Issue Gallery ›

  • Fund of Funds or Investable Indexes?

    Jeff Joseph

    A recent analysis by Morgan Stanley researchers revealed that hedge funds as a group have produced relatively constant (positive) alpha returns for the past 13...

  • Happier Days

    Staff Writer

    It's good again. Advisors are getting more clients, they report getting good returns, and they believe we are in a bull market, according to our...

  • The High Cost of Waiting

    Staff Writer

    If your clients are like most in- vestors, the recent rise in interest rates may make them wonder if now is the right time to...

  • Step By Step

    Staff Writer

    While the jury is still out on whether the Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) is stimulating the economy, the act's...

  • Out of Bounds

    Staff Writer

    The news these days is full of geopolitical disputes over territorial boundaries: where they are, where they should be, and who is infringing on them....

  • Strength In Numbers

    Staff Writer

    Forget the one about a tree falling in the forest. Here's a better question: If a company's building burns down and the company's auditor is...

  • Making Marketing Magic

    Staff Writer

    It has come to my attention that many financial advisors have completely stopped marketing over the last couple of years. Many of you are not...

  • Career Counseling

    Mark Tibergien

    If you're like most financial planners, whether you're a solo practitioner or have formed an ensemble, sooner or later you've realized that you could leverage...

  • A New Twist on an Old Strategy

    Melanie Waddell

    Although we've experienced a recovery in the equity markets this year, investors remain gun-shy about jumping back into the markets full throttle. This is quite...

  • Networking Niches

    Melanie Waddell

    When it comes to finding a professional association that provides networking opportunities and educational support, advisors don't have to look very far. More and more...

  • Shades of Gray

    Staff Writer

    Once upon a time, the staff at a local United Way office realized that it had never received a donation from the town's most successful...

  • Absolute Truths on Marketing

    Staff Writer

    Harry Beckwith is a marketing genius and advisors can learn a lot from him. His first book, Selling the Invisible (Warner Books, 1997), has sold...

  • All In The Family

    Staff Writer

    When you think of a fund manager, you probably think of an individual proud of doing his own research, patiently picking individual equities or bonds,...

  • Global Voyage

    Eric Uhlfelder

    In the 1990s, when George Soros made headlines--and billions--trading the British pound and Southeast Asia's currencies, most investment advisors figured his activities were the kind...

  • Under Scrutiny

    Staff Writer

    In the aftermath of the bull market of the 1990s, federal and state regulators are scrutinizing even the smallest registered investment advisors more closely today...

  • Achieving Your Ideal

    Staff Writer

    Robert Walsh just launched a coaching company that recently helped 18 advisors create their ideal practice. Here's a sampling of the questions each participant had...

  • About The Manager

    Staff Writer

    BEN INKER Ben Inker is the chief investment officer of quantitative developed equities and director of asset allocation at Grantham, Mayo, Van Otterloo & Co....

  • A Sustainable Small-Cap Revival?

    Staff Writer

    Small-cap growth funds are outperforming the broad market as the economic recovery spurs investor confidence. Like previous rebounds, the current recovery is generating disproportionately higher...

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