Mar 01, 2012

These days, problems of governance could hardly seem more acute and alive in a public consciousness driven by the information revolution. There's a heightened need to pay attention to the realities of shifting modes of governance and...

Holding Family Business Interests In Trust

Mar 01, 2012

Diversify, diversify, diversify. That's the mantra for trust investing under the Uniform Prudent Investor Act (UPIA), which has been adopted in some way, shape or form in virtually every state. It makes sense. Having all of your eggs in one...

Correlations, Schmorrelations

Mar 01, 2012

I don't know if market guru Dennis Gartman speaks French, but his recent announcement of a course correction making him once again wild-eyed bullish on stocks reminded me of a classic Gallic expression: plus a change, plus c'est la mme...

A Yen for Yield?

Mar 01, 2012

Yield-starved investors have good reason to be increasingly frustrated. Money-market funds yield next to nothing, and five-year Treasuries yield less than 1 percent. TIPS sport negative yields. The yields are likely to remain skimpy since the...

JHS Capital Adds 75 Advisors with Paulson Acquisition

Mar 01, 2012

JHS Capital Advisors will grow its advisory force by over 75 percent with its purchase of Paulson Investment Company’s retail operations.

The Affluent Gender Shift

Mar 01, 2012

Two broad findings highlight how the economic challenges we’ve been experiencing over the past few years have fundamentally changed the relationship between the affluent investor and financial advisors.

Compliance Concerns Hold Down Social Media Use

Mar 01, 2012

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Editor's Letter: March 2012

Mar 01, 2012

This month we're pleased to feature a piece by Joshua Brown, a financial advisor, a blogger (TheReformedBroker.com) and, well, industry gadfly. On page 31, we adapted a chapter from his forthcoming book about financial products to avoid. The book...

Inside the Mind of a College Freshman

Mar 01, 2012

At a college workshop that I conducted recently in San Diego, I asked the dozens of parents in attendance to guess what percentage of high school seniors got accepted into their No. 1 college. Six percent, blurted out one dad. Before I could...

March 1, 2012

Mar 01, 2012