Turn Those Frowns Upside Down
By Staff WriterRecently, advisors in my coaching program have been asking, "How can we deal with the fear and anxiety that our clients are experiencing because of...
August 01, 2002
An Offer the IRS Can't Refuse?The prudent tax preparer and financial advisor always should strive to follow the letter of the tax code when it comes to preparing a client's...
August 01, 2002
Separate But Not EqualMorningstar Inc., familiar to independent advisors for its software analyzing mutual funds, has some work to do before its new separate accounts database is taken...
August 01, 2002
In God We TrustScott Neal was once asked to lead a church seminar that an organizer had dubbed "Christian Financial Planning." "That'll be one darn short seminar," the...
August 01, 2002
Uphill ClimbAmid today's challenging market conditions, using the proper technology, especicially the right portfolio management software (PMS), can make a difference in your clients' bottom lines,...
July 31, 2002
ClarkBardes Reports Higher 2nd Quarter Net IncomeNU Online News Service, July 31, 5:15 p.m. -- Clark/Bardes Inc., North Barrington, Ill., is reporting $1.4 million in net income for the second ...
July 31, 2002
Prudential Hires Retirement ExecutiveNU Online News Service, July 31, 12:49 p.m. -- Prudential Financial Inc., Newark, N.J., has hired Jeffrey Wirth to be a senior vice president ...
July 31, 2002
NaviSys Updates Front Office PackageNU Online News Service, July 31, 3:10 p.m. -- NaviSys Inc., Edison, N.J. has released NaviSys Front Office 7.0, the latest version of its ...