July 1, 2009
COVER STORY
Everything You Know About Asset Allocation Is Wrong
Jul 1, 2009 12:00 PM, By John Churchill
The unprecedented seems to happen all too frequently in financial markets. Is there something wrong with the way financial advisors build their clients' portfolios?...
FEATURES
The C Client Time Suck
Jul 1, 2009 12:00 PM, By Christina Mucciolo
After last year's market slump, clients need more attention than ever, but not all clients are worth it. Today, many advisors are reevaluating their books of business and letting go of “C” clients for the first time....
Twittering To The Top
Jul 1, 2009 12:00 PM, by Elaine Pofeldt
Social networking sites like LinkedIn, Facebook and Twitter can be great business builders for financial advisors. You just have to be smart about it....
SPECIAL REPORT: THE RIA LANDSCAPE
Down But Not Out
Jul 1, 2009 12:00 PM, By Halah Touryalai
For some RIAs, recent declines in assets are game changers...
Top 100 RIA Profile: Sontag Advisory
Jul 1, 2009 12:00 PM, By Halah Touryalai
Howard Sontag, Founder; Donna Levy, Chief Investment Officer, Principal...
Top 100 RIA Profile: Sweetwater Investments
Jul 1, 2009 12:00 PM, By Halah Touryalai
Dennis R. Gibb, Founder...
100 RIA Profile: Veritable Investment Consultants
Jul 1, 2009 12:00 PM, By David A. Geracioti
INVESTING
The Advantage Of Being Worldly
Jul 1, 2009 12:00 PM, By Stan Luxenberg
The average global active manager beat his benchmark over the last 10 years. So did the average fund manager in a few other style boxes. But global managers may have a better arsenal to keep the trend going...
THE PRACTICE
Staying Afloat
Jul 1, 2009 12:00 PM, By Anne Field
Creative ways to bring in new business in a tough market...
Rainmaking Days of Summer
Jul 1, 2009 12:00 PM, By Matt Oechsli
The affluent are looking for someone like you. Win them over with intelligence, creativity and fun...
OPINION
Editor's Letter: Fat Tails and MPT Hecklers
Jul 1, 2009 12:00 PM, By David A. Geracioti, Editor-In-Chief
Career Moves: Looking Forward, Not Back
Jul 1, 2009 12:00 PM, By Mindy Diamond
In the current environment, many advisors are not the producers they once were. And that will have an effect on the kinds of career moves they decide to make....
Street Legal: FINRA's Member’s-Only Club
Jul 1, 2009 12:00 PM, By Bill Singer
Why are hundreds of thousands of registered persons denied any vote at their self-regulatory organization?...
REPORTS
An Alternative Approach
Jul 1, 2009 12:00 PM, By Kristen French
Last year changed the landscape for hedge funds and other alternatives...
Blotter
Jul 1, 2009 12:00 PM, By John Churchill
Allen Stanford was indicted June 19 on charges of conspiracy to commit securities, mail and wire fraud...
Banks in Moore's Sights
Jul 1, 2009 12:00 PM, By Christina Mucciolo
Michael Moore has a new, if predictable, target: Wall Street...
Baltic Dry Index Flying Again
Jul 1, 2009 12:00 PM, By John Churchill
After collapsing 94 percent from its peak in June 2008, the Baltic Dry Index is up 427 percent year-to-date...
Long Winter For Global Economy
Jul 1, 2009 12:00 PM, By Christina Mucciolo
Come Back Year For Insurance M&A?
Jul 1, 2009 12:00 PM, By Halah Touryalai
Merger and acquisitions activity could make a comeback in the insurance sector this year after a sharp drop in the deal numbers and valuations in 2008, according to a Deloitte report...
Ponzi Play!
Jul 1, 2009 12:00 PM, By Christina Mucciolo
If you want to know what made Madoff do it, you can try playing someone like him in a new game for cell phones called, predictably, Made Off...
Comings & Goings
Jul 1, 2009 12:00 PM
Financials Rising From The Dead
Jul 1, 2009 12:00 PM, By Christina Mucciolo
Financials have not yet reclaimed the crown, but they are making a comeback...
Mattress Millionaire
Jul 1, 2009 12:00 PM, By Christina Mucciolo
There's a frantic search under way in Israel for a mattress that's worth $1 million...
60 Seconds: David Penn
Jul 1, 2009 12:00 PM, By Christina Mucciolo
Penn, head of wealth management services, Janney Montgomery Scott...
