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September 01, 2010
Asset Allocation
Behind the Numbers with Sam Stovall
September 01, 2010
IA Soapbox: B/D Marketing Departments Are Wrong
A marketing department must help to make the affiliated rep the dominant rep in their local area.
July 01, 2010
IA Soapbox: Europe, ETFs, and the Fiduciary Standard
The European landscape of ETFs looks much different than the U.S., partly due to the lack of a fiduciary duty to clients among advisors there.
June 01, 2010
Soapbox: The Seed Investors' Hedge Fund Opportunity
The next generation of hedge fund managers is much more process-driven and institutionally minded than pre-crisis managers.
May 01, 2010
Soapbox: Debunking the Myths of Leveraged ETFs
“A growing portion of the investment community wants to trade actively and invest tactically.”
March 01, 2010
Soapbox: What Comes First: Nation or Client?
A professional service of financial planners conflicts with the needs of our nation.
February 01, 2010
Soapbox: Here's What We Were Thinking
“Our united endorsement of a ‘broad and unambiguous’ fiduciary duty of care is non-negotiable.”
January 01, 2010
Soapbox: Your Best Resolution for Growth in 2010
This year and in the years ahead, to be successful requires you to narrowcast.
December 01, 2009
Walking the Fiduciary Line on Retirement
Retirement plans and their participants may need to use separate advisors who are separate fiduciaries, devoid of the potential for conflicts.
November 01, 2009
The Soapbox: The Financial Planning Coalition Barks Back
The Financial Planning Coaltion responds to Bob Clark's October 2009 column.
October 01, 2009
The Soapbox: What You Need to Know About Hedge Fund Conversions
Not all hedge funds can be seamlessly converted into mutual funds.
September 01, 2009
Soapbox: Forget the Benchmarks
If you’d rather talk to clients than pick investments, then it’s time to start looking into goal-based investing.
August 01, 2009
Soapbox: Ducking (Swanning?) for Cover
"Our industry is bedevilled by the superficially plausible."
July 01, 2009
Soapbox: Euthanize Wealth Management Practices
The fixed income substitutes pushed by the major investment houses weren’t fixed income substitutes at all.





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