Looking back
By Staff WriterSome things never change, and for advisors one of them is that referrals are among the best ways to draw new clients. In the July...
August 01, 2005
Fill 'er UpThe 529 college savings plan market is booming--particularly among plans sold through advisors. At the end of 2004, 82% of 529 sales came from advisor-sold...
August 01, 2005
The Capitol SolutionThe Congressman who will be most influential in fixing Social Security and tax reform is now on a crusade to remedy all of the nation's...
August 01, 2005
THE GLUCK REPORT, Part I: A Cautionary Tech TaleIntegrated Decision Systems, a portfolio management and accounting software company that set a new standard for RIAs and was chosen by Fidelity Investments as the...
August 01, 2005
The Gurus SpeakWhat's the biggest challenge for independent financial advisors? Is it staying compliant, finding and motivating employees, smartly using technology, or transitioning a practice? While all...
August 01, 2005
The FLP: Dead or Alive?The family limited partnership (FLP) is a popular method for shifting wealth from one generation to another. Because of its misuse, however, the IRS has...
August 01, 2005
Come Right InWith the advent of SEC rule 206(4)-7 requiring SEC registered investment advisors to implement and maintain policies and procedures appropriate for their investment advisory business,...
August 01, 2005
Why NAPFA MattersAs a rule, I don't respond in print to responses to my columns. I had my say, and anyone who takes exception to that (I...