A Guru Rates The Years Best And Worst Tech Developments
By Ara C. TremblyIf you were to make the perhaps arduous pilgrimage to my secluded guru den high above the teeming metropolis of Hoboken, N.J., you would doubtless ...
January 01, 2004
Developing A Game Plan For New Split-Dollar ArrangementsDeveloping A Game Plan For New Split-Dollar ArrangementsByMany practitioners spent the last quarter of 2003 focused primarily on the review of collateral assignment split-dollar arrangements ...
January 01, 2004
The Benefits Of Using DI In A Buy-Sell AgreementThe Benefits Of Using DI In A Buy-Sell AgreementByOne of the major challenges faced by financial advisors with business owner clients is stressing the importance ...
January 01, 2004
The Client Comes FirstBet your firm doesn't provide valet parking, does it? Do you let clients "borrow" your firm's technology specialist to iron out their companies' computer glitches?...
January 01, 2004
Harold Evensky and Deena KatzEvensky, Brown & Katz 2333 Ponce de Leon Boulevard, Penthouse Suite 1100 Coral Gables, Florida 33134-6622 Phone: 305-448-8882 or 800-448-5435 www.evensky.com [email protected] o [email protected] Year practice began: 1984 Number of advisors in...
January 01, 2004
On the AgendaNancy Johnson, a planner and FPA Board member, provided this list of some of the regulatory and compliance issues that will be addressed by the...
January 01, 2004
Getting Something From Less Than NothingWith the help of FinancialCircuit, a company based in Campbell, California, that makes liability management software, broker/dealer LPL Financial has added an additional source of...
January 01, 2004
About the ManagerJ. Jeffrey Auxier is the president and CEO of Auxier Management. He has a bachelor's degree in finance from the University of Oregon with an...