What's New? A Potpourri of Investment Research

Evensky, Harold
June 2007
Journal of Financial Planning;Jun2007, Vol. 20 Issue 6, p34
Academic Journal
The article presents an overview of recent developments in financial planning research. The Research Foundation of CFA Institute released a paper entitled "The Literature of Private Wealth Management," that analyzes academic literature in the field of wealth management. FundQuest released a white paper entitled "Active vs. Passive Management" that reveals for many categories, the average mutual fund manager underperformed their benchmarks. An article in the "Journal of Wealth Management" discussed asset allocation.


Related Articles

  • ETFs: a client solution and business asset. Howie, Jonathan // Money Management;9/19/2013, Vol. 27 Issue 36, p22 

    The article discusses the potential of exchange-traded funds (ETFs) to the interest of financial advisers and clients in Australia. It states that the rapid use of ETFs in the country was triggered by several factors including the demand for low-cost and transparent investment products, it...

  • Tactical Versus Strategic.  // Investment Advisor;Sep2009, Vol. 29 Issue 9, p80 

    The article compares and differentiates tactical and strategic asset allocation. It notes that long-term capital expectations are incorporated with a client's goals in strategic allocation, while in tactical allocation, adjustments are made based on short-term expectations for an asset class. It...

  • Capacity for loss is an analytic exercise. GILCHRIST, CHRIS // Money Marketing;9/25/2014, Issue 1454, p37 

    The article discusses the importance of capacity for loss in investment recommendations. Topics covered include the opinion that the maximum percentage that a client that afford to loss is the ultimate determinant of risk profile and asset allocation, attitudinal questionnaire and the role of...

  • The Land of Brand. Bogan, Stephanie // Financial Planning;Jul2007, Vol. 37 Issue 7, p73 

    The article discusses the importance of understanding a brand and how it works for financial planners to polish their own image in the marketplace. The author claims that one's brand is the perception of his value in the marketplace. He adds that creating a brand is more than images and words...

  • Hope and Change. HERBERS, ANGIE // Investment Advisor;Jan2013, Vol. 33 Issue 1, p43 

    The article focuses on the trends in independent advisory business. It is stated that advisory firms are protected from the ups and downs of trends that typically affect the financial services industry through effective business strategies. It is mentioned that the ability of advisors to overpay...

  • A FINANCIAL PLANNER'S VIEW.  // Money Marketing;5/12/2005, p20 

    Comments on the market demand for multi-manager funds in Great Britain. Public misconceptions over multi-manager funds; Popularity of transfer plans, pensions and unit-trust accounts; Investment management and financial planning strategies; Market and economic indicators.

  • A platform for structured products. Lowes, Ian // Fund Strategy;Nov2014, p42 

    The article discusses the need for independent financial advisers (IFA) to utilize investment platforms that can meet market demand for structured products. Topics explored include the availability of platforms that cater to these investment products, the challenges in purchasing structured...

  • Narrowly framed questions fail to meet life goals. Marotta, David John // Hudson Valley Business Journal;11/13/2006, Vol. 17 Issue 22, p15 

    The article guidelines for a financial advisor in financial planning. A good advisor starts comprehensive financial planning by understanding the client's personal goals, attitudes, and values. Every financial decision and investment should be made within the bigger context of the life's goals...

  • Pig in the python. Singh, Paul // Money Management;1/19/2012, Vol. 26 Issue 1, p22 

    The author discusses the need for providing intergenerational financial advice to ensure continued business growth in Australia. He suggests financial planners and investment advisors to come up with a business strategy which realigns with emerging markets. He explains that during the...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics