An Annuity That Keeps Giving
By Staff WriterThe Charitable Gift Annuity is increasingly popular these days. Here's how it works. Using the example of a donor with $100,000 of capital gains, advisor...
November 01, 2002
Look Back in AngerNo matter how openly you communicate with your clients or how sensitive you try to be to their needs, there are times when anger flares...
November 01, 2002
The Virtues of PatienceWhen it comes to his funds, John W. Rogers, Jr., founder and chairman of Ariel Capital Management, Inc. in Chicago, doesn't take any chances. "We...
November 01, 2002
Part 3: Independent CompetitorA new portfolio-reporting package is on the market challenging Advent and Centerpiece in the RIA market. I'm happy to report the emergence of eWebPortfolio.com, but...
November 01, 2002
At Your ServiceSchwabbies and those who custody with Fidelity and TD Waterhouse take note: If you have at least $100 million under management, the Bear wants your...
November 01, 2002
A Question of BalanceOver the last 12 months, a series of financial and accounting scandals has caught financial advisors and the investing public quite unaware. Unanticipated revelations by...
November 01, 2002
Part 1: Planning to GoMoneyGuide Pro from Pie Technologies, a leading contender among the new breed of Web-based planning software applications, delivers the benefits of such applications, including slick...
November 01, 2002
Tell Me A StoryLet's start with the premise that most everyone you want to work with has half a million dollars and up, and a fool and his...