MEDIA REVIEWS - July 1-7, 2011

I guess I'm not a technical expert, but until I read the Martin Shenkman column on post-death planning issues, I didn't realize how much planning could take place after a client passes on. Alan Roth's article on proper benchmarking is quite interesting, especially when he debunks the track record of an advisor who might be boasting about adding alpha to client portfolios. And the final column in the magazine, by Shlomo Benartzi, represents another effort in our profession's endless struggle to take some of the cruder emotions out of the investment process for clients.