They're Up In Arms
By Melanie WaddellFur is flying in Louisiana. Six independent insurance agents in the state are suing ING because they say the company is forcing them to sell...
May 01, 2004
Rollin' AlongPlanners who are contemplating a switch from commissions to fees tend to sound like people about to start a strict new diet: This will probably...
May 01, 2004
For the Long TermWhen it comes to mutual fund management, Bob Smith's approach could easily be summed up as "Slow and steady wins the race." Disdainful of those...
May 01, 2004
A Matter of PrinciplesRemember the old saw that timing is everything? In looking back at my personal journey of investing and advising clients on investing, I can testify...
May 01, 2004
Structural IntegrityOn a typical weekday afternoon when most planners are ensconced in their swivel chairs and swimming in spreadsheets, you'll find advisor John Smartt somewhere else:...
May 01, 2004
Tackling the Retirement MarketIt's no secret that advisors who have concentrated on the 401(k) business have had a pretty good run. Since 1990, defined contribution plan assets have...
May 01, 2004
Happily Ever AfterHave you ever asked a client what they would like to do after they retire, and had them say something like, "I don't know, but...