Looking Back
By Staff WriterThe transition of advisors to fee-only planning has been a regular Investment Advisor theme for many years. In December 1990, Bob Clark shared some of...
May 01, 2005
Taxing LocationsIn light of IRS Revenue Procedure 2005-24, a word to attorneys preparing trust documentation could forestall trouble down the road. That's because any trusts created...
May 01, 2005
Excuse Me, B/Ds Do Supervise RIAsI enjoy reading Bob Clark's articles. However, I was surprised to read something in the April issue's "The Dale Brown Gambit." That article said [referring...
May 01, 2005
Carolyn KaufmanPresident and CEO, Prim Advisors Director, Prim Capital Corp. BP Tower Suite 2500 200 Public Square Cleveland, Ohio 44114 Phone: 216-830-1111 Fax: 216-830-1120 Web address: www.primcapital.com E-mail: [email protected] Year practice began: 1998 (sports management company...
May 01, 2005
About The ManagerChristopher H. Brown grew up around the Pax World Balanced Fund. His father, Tony Brown, was the fund's original portfolio manager, and when Tony retired...
May 01, 2005
Keeping Them On Your SideYou run a financial advisory shop with a roster of happy and satisfied clients. You think their loyalty is to your firm and that they'll...
May 01, 2005
A Proper FitSeparate accounts are a useful tool in managing client assets, but they have been oversold by many firms. It's important to know exactly what a...
May 01, 2005
Two to TangoRecently, many of my columns have focused on the need to create critical mass in your practice, to build an environment in which motivated people...