• August 2011

  • Cover Story

  • To Tip or Not To TIP? That is the question.

  • Plotting an Investment Course

    By Elizabeth Wine

    with the economy getting more complex, you need more than a roadmap and some tea leaves to advise clients.

  • Columns

    • Producer Profile

  • In The Zone

    By Dave Lindorff

    Sorrento Pacific Financial advisor Frank Smith loves to coach youth sports, which is good for business in rural Louisiana.

    • Outlook

  • Obama May Need to Cut a Deal for Cordray Nod

    By Kate Davidson and Kevin Wack

    Some insiders speculate that the White House may be open to compromise over the CFPB's structure to win nominee Richard Cordray's confirmation.

  • Departments

    • Production

  • Prospecting Requires Patience

    By Lee Conrad

    Bank advisors pan for gold, but are misunderstood by clients as well as their own banks.

    • Portfolio

  • Keeping It Simple

    By Paul Justice

    Clients can achieve a broad-based, globally focused portfolio of stocks and bonds with just four funds.

  • Seeking Steady Income In an Unstable World

    By Thomas Applegate and Rachael Camargo

    Advisors will be increasingly called upon to create endowment-like portfolios and will need to combine several routine techniques.

  • In Every Issue