Taxed to the Max
By Staff WriterJust when we thought we'd put 2002 behind us, along comes April 15 to remind us of it all over again. And worse yet, to...
April 01, 2003
Next in LineThere are some conversations that are just not destined to go well from the start: "Well, honey, the good news is that I did get...
April 01, 2003
Block That Spam!If you don't like to get junk e-mail, try Choice-mail. Choice-mail is a small company, and its eponymous application has 5,000 users. It's not a...
April 01, 2003
Little Fish, Big FishIn a sector as diverse as financial services, it's sometimes difficult to understand why all the companies in the sector are lumped together. Home to...
April 01, 2003
Breaking Bad NewsBad news--nobody likes receiving it. Giving bad news can be equally troublesome, particularly when the person you're delivering it to holds you responsible--and you're not....
April 01, 2003
The Virtues of IndependenceCambridge Investment Research, Inc. takes pride in being an independent broker/dealer. While other firms have sold out to huge financial services firms like AIG and...
April 01, 2003
Jumping Into the Next PhaseDrop by an FPA or NAPFA conference, and you'll be sure to find Bob Veres, surrounded by a crowd of advisors who want to ask...
April 01, 2003
The Portfolio Management DramaEvents in the business of providing portfolio management software to independent advisors are starting to look like a bad soap opera. This little corner of...