Advisors Regain Cheer Amid Gloom
After a particularly glum confidence index in September, advisors have apparently recovered their mojo in, of all times, a month that saw Greece nearly default (again) on its debt and UBS' trading scandal.
Financial Planning's Future
Financial planning software programs are better than ever, there are more of them, and the landscape of this key technology area is changing. The industry...
New Kids In Town
When it comes to portfolio management and performance reporting, many independent advisors can only wish for new choices. Now, they are getting their wish. Over...
It's dismal enough paying taxes when the economy is vigorous and sane. Doing so in yet another year when some portfolios are down 40% to...
Estate Planning: An Oxymoron?
Tax-savvy estate planning these days is easier said than done, thanks to the unclear future of the estate tax itself (President Bush and the House...
There's no time like the present to do estate plan
A Heck of A Show
Getting on an airplane and going to Schwab's Impac
Holding the Bag
Stock options enriched some clients, but left othe
Will Schwab use U.S. Trust to help advisors expand