• September 2011

September 2011 cover

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  • Cover Story

  • Morgan Stanley Smith Barney's $1 Trillion Target

    By Lorie Konish

    The firm has embarked on an aggressive strategy to double the assets in its managed account group over the next five years and these two men are leading the way.

  • Features

  • Active Resistance

    By Elizabeth Wine

    As actively managed funds lose their luster, the mutual fund industry is working to capitalize on new trends.

  • Peak Performance

  • The Ups and Downs of Money Market Funds

    By Sasha Franger

    Yields on money market funds have eroded since 2007, but the worst days may be over.

  • The Asset Class

  • All That Glistens Is Gold

    By Jerry Webman

    The precious metal plays the role of insurance: There when you need it and quiet when you don't.

  • Street Scene

  • The Wealth Industry

  • Pursuing Recovery and Profitability

    By Lorie Konish

    The last crash is still fresh in the minds of investors — and recent volatility doesn't help.

  • By The Rules

  • Dodd-Frank: Get Set for 1,500 More Tiny Cuts

    By Barbara Rehm

    Section 165 has yet to happen but it should have the biggest impact.

  • 5 Questions

  • Five Questions With John Chambers

    By Michelle Lodge

    The managing director at Standard & Poor's credit market services division discusses the mind-blowing downgrade of U.S. credit.

  • Street Talk

  • Who's News

  • Who's News

    By Editorial Staff
  • Your Practice

  • Compliance

  • To Share Or Not to Share (Revenue)

    By By Alan J. Foxman

    How to make the most of professional relationships without running afoul of regulations.

  • OWS Case Study

  • Taking The Hybrid Road

    By Nick Georgis

    A practice management expert offers insight into the land of the semi-captive and dually registered advisor.

  • Corporate Culture

  • Is Now The Time to Head to Wirehouses?

    By Bill Willis

    In the post-Madoff climate, a well-known wirehouse brand may indeed be more valuable for the advisor than an independent shop.

  • The Wealthy Retiree

  • Estate Planning

  • Amy Winehouse Cuts Her Ex Out Of Her Estate

    By Danielle and Andy Mayoras

    Clients should update their wills after births, deaths, marriages and — especially — divorces.

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