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Investment Advisor
May 2006
Joseph & Kurdas |
Hedgeworld Hedge Fund Focus: The Search for Portable Returns With the portable approach, the search for top-performing managers as a source of alpha is separate from the desire to get market return on an asset class, the beta.   |
Investment Advisor
May 2006
Mark Tibergien |
From Tactical to Practical: Fear Factor With all the focus on growth, are broker-dealers forgetting "safety first?" The best managed firms have made risk management a responsibility of everybody who works there and have implemented a systematic process for assessing both staff and clients. |
Investment Advisor
May 2006
Susan Hirshman |
The Wealth Advisor: Profiting by Behavior Competition for affluent clients is fiercer than ever. To attract their attention, you need to stand out from the crowd. You must have better insights about your clients and the markets and a better process to deliver your services. In other words, you have to be a wealth manager. |
Investment Advisor
May 2006
Olivia Mellan |
The Psychology of Advice: Toxic Friends From a psychological standpoint, here's what investment advisers can do when clients' pals provide risky investment tips. |
Investment Advisor
May 2006
Melanie Waddell |
The Playing Field: SOX and You Sarbanes-Oxley may affect advisors in unlikely ways. When delving into the specifics of the Act, financial advisors should focus on Title 11. |
Investment Advisor
May 2006
Angie Herbers |
The Fast Track: Ulterior Motives What young financial planners need is the opportunity to discuss their ideas, challenges, frustrations, and goals with someone who is willing to listen. |
Investment Advisor
May 2006
James J. Green |
Tax Advisor: Quite a Gift Lenox Advisors partner Tom Henske gives clients a precious commodity: time. In this interview, Henske discusses taxes, high-net-worth clients and his firm's approach to tax planning. |
Investment Advisor
May 2006
Robert F. Keane |
Service, Service, Service Wealth manager Tom Orecchio has built his career on service to his clients and the profession. The plan is working. |
Investment Advisor
May 2006
Ronald W. Roge |
Good Enough Isn't The investment advisory profession is clearly not just about growing the money anymore. It's about growing the client, yourself, your employees and your business model. |
Investment Advisor
May 2006
Kathleen M. McBride |
When Smaller Equals Better Perritt MicroCap Opportunities Fund offers micro-cap growth tempered with value discipline. Here's an interview with Michael Corbett, president and lead portfolio manager. |
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