January 01, 2003

The estate planning process needs to address the possibility that the client or one or more heirs may become divorced. Among the issues that should...

January 01, 2003

If you want to pursue certification in any of the areas of elder issues facing your clients, there are a number of places to go...

January 01, 2003

Identity theft, byproduct of an information age rife with accessibility, is the nation's fastest growing white-collar crime, according to the Federal Bureau of Investigation. How...

January 01, 2003

Here's an alternative investment strategy that deserves your attention: direct investment in producing oil and gas properties. "It's a true means of diversification" for high-net-worth...

January 01, 2003

As a research engineer, John Montgomery trained at MIT and in his first jobs immersed himself in quantitative methods and transportation theory. But he was...

January 01, 2003

What if there were a simple, low-cost way to entice your best clients to introduce you and endorse you to their friends? I've got some...

January 01, 2003

If you haven't noticed, the number of firms offering clearing services is dwindling. During the last year alone, Weiss, Peck & Greer sold its correspondent...