The Reps Speak: Next Financial
By Marlene Y. SatterRoger Christlieb, a planner in Bothell, Washington, is new at NEXT Financial, broker/Dealer of the Year in Division II, having joined the company in May...
September 01, 2002
Best in the BusinessTimes have been tough. Ask anybody in the business and she'll tell you that portfolio returns are down and clients are nervous. While almost everyone...
September 01, 2002
Life Planning's Founder SpeaksI 'm a meat and potatoes kind of guy. I like facts, clear-cut answers. I like Monte Carlo simulations that project my portfolio's potential returns...
September 01, 2002
Avoiding the SpiralMany financial professionals are giving away their time, energy, and expertise for free in the form of unpaid sales presentations and elaborate financial plans with...
September 01, 2002
Native SonYes, he does have brightly painted totem poles as part of his office decor. But you may as well toss out all your other expectations...
September 01, 2002
A Strong CaseWhen trying to convince tribes to place their money in the care of his private investment management firm, or indeed any private investment firm, advisor...
September 01, 2002
Separate Accounts, Taxes, and YouIt seems almost guaranteed that 2002 will not be a memorable year for investment performance. However, performance reporting is another matter. This year has seen...