Avoiding the Worst of Both Worlds
By Marlene Y. SatterA central issue for many older clients is preserving IRA assets from estate taxes. Michael T. Koenig, managing partner at FirsTrust in Daytona Beach, Florida,...
February 01, 2003
Bank on It?If you're like most independent advisors, you've probably gotten a call from a bank eager to buy your practice. Such inquiries are not surprising, since...
February 01, 2003
Raising the BarTom Batterman has an aging client in a nursing home who is spending an "irresponsible" amount of money on contests. "We've broached the subject with...
February 01, 2003
How to Succeed in BusinessWhat's the biggest challenge facing financial advisors today? The stock market? The economy? The threat of war in the Middle East? Managing client portfolios in...
February 01, 2003
Optimum Performance?Financial planners and investment advisors these days usually pooh-pooh the idea of using an optimizer to construct a portfolio or even to see how a...
February 01, 2003
The Right Mind-setDid you ever wish you had the power to truly understand the minds of your clients? To see the world through their eyes and know...
February 01, 2003
Winter of Our Discontent?Could anything worsen the gloom of depressed portfolios and depleted revenues amid a world beset by random violence, terrorism, and war? Well, it could be February. Amid...
February 01, 2003
The New Faces of PlanningRemember the spring of your senior year of college? There was the scramble of career fairs and interviews, the pressure to write resumes while juggling...