Taking a High-Tech Tack
By Bob KeaneBob Lee's goal for the Sentinel Mid Cap Growth Fund (SNTNX) has been to achieve above-average performance, whether conditions indicate the overall market should be...
January 01, 2005
Less Is MoreImagine running a practice with no formal marketing strategy or public relations effort. You haven't formulated a plan to increase revenues or profits or assets...
January 01, 2005
Broker/Dealer Special Report: The Financials--The Right FitFor most broker/dealers and their representatives, 2004 was successful: new clients were added, assets under management grew, and revenues were up. That meant that in...
January 01, 2005
Buying's Not for EveryoneAs creator of the on- line buy/sell concept and founder and past CEO of FPtransitions, I feel compelled to chime in on Mark Tibergien's October...
January 01, 2005
No RespectThe implication is that fee-only advisors are so consumed with the "touchy-feely" aspects of working with clients that they forget about selling. That is part...
January 01, 2005
Getting the VitalsMany financial advisors are drawn to the profession by a sincere desire to help clients. They dedicate themselves to learning about investment products, financial markets,...
January 01, 2005
Worthwhile OpinionsWhenever there is talk of war and peace in Washington, I pay attention to the opinions of the leaders there who actually have faced combat....
January 01, 2005
Are Hedge Funds Going "Retail"?As hedge funds have been anointed as "hot" by virtually every financial commentator, and as coverage of them has spread from the financial media to...