November/December 2007—Wealth Management/Retirement Planning

Year Published: 


Feature Articles
3-Dimensional Alpha: Value Added, Monroe M. Diefendorf, Jr., CIMA®, CLU, CHFC, CFP®, RFC®, C3DWP®, and Jeremy P. Donovan
Center for Retirement Research at Boston College Reports Trend in Greater Under-preparedness, Andy Hyer, CMT
Charitable Giving Strategies, Scott Middleton, CIMA®, CFA®
Department of Labor Issues Final Regulations on Qualified Default Investment Alternatives, Drake A. Frazier, JD, LL.M., and John Round, JD, LL.M.
The Evolution of Family Governance: Emerging Trends and Their Challenges for the Investment Consultant, Howard M. Weiss and Jim Flinchum, CIMA®, CFP®
Providing Investment Advice and the Pension Protection Act of 2006, Betsy Piper/Bach, CIMA®, CFP®, CTFA
Retirement Savings Opportunities, Ian J. Redpath, JD, LL.M., Michael J. Tucker, JD, LL.M., CPA, and Eric M. Redpath, JD
Target-date and Retirement-income Product Trends, Judith K. Benson
The Value of Philanthropy: The Wealth Manager’s Perspective, Bruce W. Boyd

Behavioral Finance
Emotions Series: Self-Control, Meir Statman, PhD

Book Review
Behavioral Finance and Wealth Management: How to Build Optimal Portfolios That Account for Investor Biases, Michael M. Pompian