Document Systems Yield High ROI
By E.e. MazierFor document management systems vendors the "number one competitor" is this idea: "Lets hire 25 more people to handle the work," notes John Sarich, insurance ...
June 01, 2002
What's In That Black Box?Advisors should understand the rocket science fueling the Monte Carlo engine they choose. Jerry Wagner of www.NETirement.com has posted critical comments about some of his...
June 01, 2002
The IA Interview: Defining the ProfessionOne nice thing about the Financial Planning Association's annual retreat is that it lets advisors get away from their day-to-day concerns and focus on long-term...
June 01, 2002
The Numbers GameThe theory has been developed, the calculations have been figured, and the percentages distributed. Now only time will tell if the expected results are achieved....
June 01, 2002
Wedding PlannerIn case you haven't noticed, those thick-as-a-phone-book wedding magazines do not generally have headlines that shout, "What To Do About That Humongous Credit Card Debt...
June 01, 2002
Asset Management: Build Your OwnDespite the challenging outlook for equity markets, many investment managers are organizing and managing collective investment products, such as mutual funds or private investment limited...
June 01, 2002
Limited partnerships Limited OpportunityAfter the Tax Reform Act of 1986 gave most limited partnerships a bad name and caused the bottom to drop out of the tax shelter...
June 01, 2002
Involuntary SimplicityThis may have been a mild reces-sion, but try to tell that to the father of three who's been cut back to part-time, or the...