Investment Advisor July 2003

Cover Story

  • David Harris

    Legacy Solutions 355 Gemma Circle Santa Rosa, California 95404-2733 707-539-0241 www.legacysolutions.net davidharris@legacysolutions.net Year firm began: 1997 Number of consultants in office: 1 Number of clients: Usually 3-4 clients at any given time; has...

Features

  • Left Behind?

    Variable annuities suffered a blow last month when President Bush's new tax law, the Jobs and Growth Tax Relief Reconciliation Act of 2003, failed to...

  • The New Wave

    The Money Management Institute, Cerulli Associates, TowerGroup, and other analysts forecast that separately managed accounts (SMAs) will be one of the major growth engines for...

  • Energy Czar

    While the United States has won the shooting war in Iraq, uncertainty still abounds in the rebuilding of that country and in fact throughout the...

  • Media Mogul

    In today's challenging economy, the last thing on the minds of many financial professionals is getting new clients. Instead, most advisors are burying their heads...

  • By James J. Green

    The revelation came to Joe Kopczynski some years ago. "I had the unexpected trauma of having a very large client die and having the account...

Columns

  • Banking On New Revenue

    Who says banks and independent advisors can't get along? Try this on for size: Everbank, the nationwide branchless division of Jack-sonville, Florida-based First Alliance Bank,...

  • Master Harold's New Portfolios

    Being the nation's most quoted financial planner makes Harold Evensky an easy target for those who envy his visibility and influence. But there's a good...

  • A Roll of the Dice

    If the economy does not get a jumpstart from front-loaded cuts in the Jobs and Growth Tax Relief Reconciliation Act of 2003 and make the...

  • Come Together

    Traditionally, financial planning is a lonely profession. Perhaps that's why we get relatively high attendance at industry gatherings. Today, sole practitioners represent well over 70%...

  • The Pleasure Principle

    Summertime, and the livin' is easy.... Or is it? Some people have a hard time making space for the people and leisure activities they love...

  • What Business Are You In?

    In my first sales job, I sold pool and spa equipment to contractors and retail pool supply stores. On the surface, it appeared that our...