The Benefits of Auto Enrollment
By Staff WriterAs members of Congress introduce legislation supporting the adoption of automatic enrollment among companies' 401(k) plans, a new study by the Investment Company Institute (ICI)...
August 01, 2005
Behind the Numbers, with Gail DudackIn a written report issued in mid-july, SunGard's chief investment strategist noted that the signs have been pointing to a bullish trend for months. "But...
August 01, 2005
Ricky GrundenPresident and CEO Grunden Financial Advisory 2516 Lillian Miller Parkway Suite 110 Denton, Texas 76210 940-591-9007 www.grunden.com [email protected] Year practice began: 2001 Number of advisors in firm: 2 Number of clients: 90 Compensation method: Fee-only Fee for...
August 01, 2005
When Examination Day Arrives . . .When going through a regulatory examination, RIAs should be prepared to take these steps before, during, and after the process: Conduct an entrance interview...
August 01, 2005
How Not to Work With the MediaFinancial advisors are often their own worst enemies when it comes to fostering long-term, mutually beneficial relationships with the media. Here are their biggest mistakes: 1....
August 01, 2005
Who're You Calling Radical?Bob Clark seems to be about 10 to 15 years behind the times when it comes to understanding NAPFA, the nation's leading association of Fee-Only...
August 01, 2005
FLP GuidelinesDocument a legitimate business and non-tax purpose for creating the partnership. Reducing estate taxes and facilitating gift giving should be ancillary to the partnership's primary...
August 01, 2005
Just Do ItRemember the predictions about how the growing use of computers and machine-readable text would reduce the amount of paper we would use in business and...