Steven Young
By Staff WriterSteven Young Financial Planning Springfield, Missouri 65618 877-679-3746 [email protected] Age: 52 Education: B.S., business administration, Tarkio College (Missouri), 1991 Founded his firm: January 2002 Number of advisors at the firm: 1 advisor Number...
February 01, 2004
Table 5: Employee ProductivityAverage Fee-Only Financial Advisor Your Practice Clients/Partner 47 Assets/Staff Member $23 million Revenues/Staff Member $173,000 Pretax Profits/Staff Member $65,000 Source: Tiburon Strategic Advisors...
February 01, 2004
SRI DefinedThe concept of socially responsible investment can be vague. Here are Neuberger Berman's guidelines: Neuberger Berman's Socially Responsive Fund (NBSRX) believes that good corporate citizenship is...
February 01, 2004
It's Tough to Stay on Top, Even in a Very Good YearDespite the overall market rebound, most of 2002's best performers couldn't maintain their top rankings in 2003. Category Fund Return in '03 Return in '02 Percentile...
February 01, 2004
That's Big of YouWhen February doldrums strike, people's most curmudgeonly tendencies seem to emerge. The more you want to hunker down and hide until brighter days arrive, the...
February 01, 2004
Protect Your PracticeGreg Thatcher works in security--computer security. His specialty is helping small- and medium-sized businesses cope with hackers. The San Francisco-based Thatcher usually gets called in...
February 01, 2004
A Better WorkstationThe new, improved Morningstar Workstation is likely to be well received by independent B/Ds and their reps. But it may be less appreciated by RIAs....
February 01, 2004
An Invitation From MerrillFor many independent financial planners and investment advisors, Merrill Lynch is the stereotypical wirehouse that exemplifies what's wrong with the financial services business. Like most...