Model of the Future?
By James J. GreenYou may have heard the disputed rumor that accountants will inherit the planning earth, but you may not have heard of a broker/dealer that caters...
January 01, 2004
A Patient ManFarming and investing might appear to have little in common on the surface, but you'd be surprised at how closely related the two activities actually...
January 01, 2004
Switching SuccessIf you've switched broker/dealers, you know the meaning of frustration. But there's no way to avoid it, right? Wrong. There are steps you should take,...
January 01, 2004
When Zero Has ValueWhen it comes to transferring wealth, one of the biggest challenges is to minimize the amount of estate and gift taxes incurred by clients and...
January 01, 2004
Eyes on the PrizeThis is the second in a three-part series on the challenges facing fee-only advisors. Part 1, which appeared in the December 2003 Investment Advisor, addressed...
January 01, 2004
Red Tape, Red Ink?Corporate malfeasance. After-hours trading. Mutual fund misdeeds. Breakpoints. A market that lost more than 40% of its value in the last three years. Rampant consumer...
January 01, 2004
More Help For RIAsI had an epiphany this morning," says Peter Mangan, "and I realized I was wrong." Thank heavens, I thought to myself. I like Mangan. I didn't...
January 01, 2004
Still StrivingIt's a typical evening at the home of renowned financial planners Harold Evensky and Deena Katz: In the study, Gary Brinson is sidling up to...