The IA Interview: Defining the Profession
By Staff WriterOne 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
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...
June 01, 2002
South of the BorderI will bet you a peso (okay, 100 pesos), that you think you know the answer to the following question: What is Latin America? But,...
June 01, 2002
Step by StepSo far this year, I've lost almost 30 pounds. I did it through a process developed by Weight Watchers. Of course, I've always known the...
June 01, 2002
Living, and Dying, With UncertaintyEstate planning has always been one of the more difficult aspects of financial planning, since advisors and estate attorneys are drafting documents designed to accommodate...
June 01, 2002
Poised to Serve the HNW, and AdvisorsThe Phoenix Companies Inc. has come a long way from its roots as a life insurance company for teetotalers. Founded as the American Temperance Life...