The Benefits Of Using DI In A Buy-Sell Agreement
By Bob DehaisThe Benefits Of Using DI In A Buy-Sell AgreementByOne of the major challenges faced by financial advisors with business owner clients is stressing the importance ...
January 01, 2004
On the AgendaNancy Johnson, a planner and FPA Board member, provided this list of some of the regulatory and compliance issues that will be addressed by the...
January 01, 2004
Getting Something From Less Than NothingWith the help of FinancialCircuit, a company based in Campbell, California, that makes liability management software, broker/dealer LPL Financial has added an additional source of...
January 01, 2004
About the ManagerJ. Jeffrey Auxier is the president and CEO of Auxier Management. He has a bachelor's degree in finance from the University of Oregon with an...
January 01, 2004
The Gurus Weigh InFORECAST FOR 12/31/04 ALLOCATION DJIAS&P 500NASDAQFED FUNDS10-YR TSY. 4TH QTR GDPCPIYEN/$$/EUROSTK/BOND/CASH Lincoln Anderson11,500NANA2.00%5.50%4.50%2.20%1201.0777/20/3 Mark Balasa10,9001,1702,1002.00%4.70%3.80%2.70%1021.1565/33/2 Richard Bernstein10,5001,1501,9501.00%6.00%4.00%1.10%901.33NA Anthony Chan10,6501,1502,0951.50%4.90%4.00%2.40%1051.0960/38/2 Gail Dudack10,6601,1302,0002.50%5.50%3.40%2.50%951.3050/30/20 Sam Stovall11,0601,1902,1751.25%5.25%5.00%1.30%NANA65/10/25 Gary Shilling8,000NANA1.00%3.00%4.00%0.70%1201.0030/50/20...
January 01, 2004
Model of the Future?You may have heard the disputed rumor that accountants will inherit the planning earth, but you may not have heard of a broker/dealer that caters...
January 01, 2004
Chugging AlongWall Street isn't partying like it's 1999 again--not yet, at least. But as the economy and stock market continue to awaken from their post-bubble blowout,...
January 01, 2004
Taking on the GoliathsMuch like a modern day version of David and Goliath, independent advisors face overwhelming odds against the representatives of corporate giants who come to the...