Off the Grid
By Kate McBrideAt the Wealth Advisor Summit, Craig Callahan, founder and president of Icon Advisers, Inc. in Greenwood Village, Colorado, made a compelling case for releasing portfolio...
January 01, 2006
Two Steps Back?I have to admit that I don't go to too many sessions at industry conferences these days. The nuts and bolts planning presentations rarely have...
January 01, 2006
A Notch HigherFor a few years now, consolidation and regulatory scrutiny have been the buzzwords in the clearing business, but executives at clearing firms say another trend...
January 01, 2006
Often, Smaller Can Be BetterLike many financial planners, I've had reservations about the current conventional wisdom that practices need to get bigger to survive and prosper. It seems like...
January 01, 2006
Far From FossilizedThe offices of Advisors Capital Management may be liberally sprinkled with dinosaur bones, shark's teeth, ammonites, orthoceras, and other specimens from Chuck Lieberman's collection of...
January 01, 2006
Many Happy ReturnsHeading into the next quarter-century of Investment Advisor, we wondered if there were any diversified equities funds that have been managed for 25 years or...
January 01, 2006
Mostly Sunny or Partly CloudyLike most questions, the answer depends on whom you ask. We are fortunate here at Investment Advisor in that we have not one expert to...
January 01, 2006
Balancing ActWhat a remarkable time these last few years have been for independent broker/dealers. The markets have recovered from a bubble, a crash, a grinding bear...