Planners Who Switched, and Why
By Melanie WaddellSome advisors are shifting all of their clients' assets to another custodian, while others are spreading new and existing dollars among a variety of firms....
October 01, 2002
The Truth About Monte CarloOne of the hottest tools in the investment industry is Monte Carlo simulation or, if you would like the $20 term, stochastic modeling. Why has...
October 01, 2002
Double WhammyIt's dismal enough paying taxes when the economy is vigorous and sane. Doing so in yet another year when some portfolios are down 40% to...
October 01, 2002
Selling HighLike to hear a bit of good news? Try this: Despite the drab equity markets, resulting in lagging revenue and smaller client portfolios for advisors,...
October 01, 2002
Mirror, MirrorAndrew Dudley isn't trying to make his fund, Fidelity Advisor Intermediate Bond/Instl Fund (EFIPX), the best in its category. Nor is he trying to give...
October 01, 2002
Part 1: A Missed Opportunity?Independent advisors are squandering the opportunity to provide stock option planning to high-net-worth individuals. So says Bill Briggs, and he ought to know. Briggs' small...
October 01, 2002
Should You Be Job Hunting?This is one of the most difficult markets in the last 70 years for financial advisors. It is forcing many advisors to do a lot...
October 01, 2002
Part 2:Crocker's KingdomPrescott B. Crocker manages Evergreen High-Yield Bond and is a senior vice president with Evergreen Keystone Funds, his employer since 1997. Prior to Keystone, he...