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Editor's Letter: Fat Tails and MPT Hecklers 

Jul 1, 2009

By David A. Geracioti, Editor-In-Chief

An Alternative Approach 

Jul 1, 2009

By Kristen French

Last year changed the landscape for hedge funds and other alternatives...

Advisors: Most Firms Not Worthy of Trust 

Jun 1, 2009

By John Churchill

In the eye of the worst global economic storm since the Great Depression, financial advisors say all types of financial service firms lack trustworthiness....

Positive Returns Hard To Come By? Absolutely! 

Mar 1, 2009

By Brad Zigler

Absolute return” sure sounds good, but…...

Return on Tarp 

Mar 1, 2009

By David A. Geracioti

If only financial institutions could invest as smartly as they contributed to Congressional and presidential campaigns, why, there would be no economic crisis at all...

Bottom-Feeding REITs 

Feb 1, 2009

By Jennifer Popovec

Investing in non-traded REITs that are raising money to buy (discounted) properties may offer substantial total returns five to seven years hence...

Short Selling Made Easy 

Feb 1, 2009

By Stan Luxenberg

Hedging with ETFs....

It's Buy Time 

Jan 1, 2009

By Stan Luxenberg

Some of the best fund managers say stocks are now a bargain....

The Price Is Right 

Dec 1, 2008

By Jennifer Popovec

Last month, as Wall Street was melting down and the global stock markets were crashing, I gave my parents some investing advice: I told them to invest...

"Principal Protected" Products Weren't 

Nov 1, 2008

By John Aidan Byrne

Some Clients Are Suing...

Gurus: When It's Time To Buy, You Won't Want To 

Nov 1, 2008

By David A. Geracioti

Inveterate contrarian and former “perma-bear” Steve Leuthold is bullish. ...

Promises Will Be Broken 

Nov 1, 2008

BY Addison Wiggin

Are you factoring future Social Security payments into your clients’ financial plans? Bad idea. ...

Thinking Outside The (Style) Box 

Oct 1, 2008

By Stan Luxenberg

Investing orthodoxy stipulates that advisors should choose fund managers who don’t stray from their investing style...

Brokers Charged In Fraudulently Selling $1bn Of ARS To Retail Clients 

Sep 3, 2008

By John Churchill

In the first case of its kind, the SEC announced today that it has charged two individual financial advisors with fraud related to the sale of more than $1 billion in auction-rate securities....

Don't Drink It, Trade It 

Sep 1, 2008

Christina Mucciolo

Wine might emerge as a bona fide alternative asset class. ...

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In This Issue: February 2012

Cover Story

Got the Social Media Spins? Help Is On The Way

A bunch of social media services have emerged to help financial services firms comply with regulations and make the most of social networks to build business. They've got big plans for 2012.


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