International to the Core
By Bob KeaneBenjamin Segal brings a background to his job as portfolio manager for Neuberger Berman International/Investor Fund (NBISX) that is nothing if not international. He grew...
November 01, 2004
The New Critical MassIn the late 1980s, I had a conversation with Larry Carroll, a financial planner in Charlotte, North Carolina, whom I regard as one of the...
November 01, 2004
THE GLUCK REPORT, Part II: Advisors Still UpbeatAdvisors are overwhelmingly optimistic about the stock market and economy. The advisor market is segmented with RIAs targeting much wealthier clients than registered reps. About...
November 01, 2004
The Sixth SectorLike most financial planners, I have been tutored in the five traditional facets of planning: retirement, estate, insurance, tax, and investment planning. Recent events in...
November 01, 2004
The Gift of SimplicityThere is no greatness where simplicity, goodness, and truth are absent," wrote Leo Tolstoy in his anything-but-simple 19th century novel War and Peace, which in...
November 01, 2004
THE GLUCK REPORT, Part I: Farewell to Portfolio 2000Ending one of the biggest technology stories to hit the independent advisor market in the last decade, Advent has pulled the plug on its Portfolio...
November 01, 2004
The Present, TenseHelping professions are notoriously stressful. As a financial advisor, you have to help your clients deal with highly charged and taboo areas such as control,...