Checking in with... Jonathan Krasney
By Staff WriterJonathan S. Krasney is ample proof that you don't have to be on Wall Street to be an avid watcher of Alan Greenspan's latest moves....
July 01, 2004
Mixed FeelingsAn FPA study finds advisors have embraced the Web, but still want real account integration A new Financial Planning Association survey suggests that advisors have overwhelmingly...
July 01, 2004
What's in the File Box?Although it's not cost-effective, in that we don't bill survivors for it, in our practice we tell survivors not to bother reading every little bill...
July 01, 2004
THE PSYCHOLOGY OF ADVICE- Women's WorkEver since greater numbers of women started moving into the workforce over the past few decades, some changes have been made to address their unique...
July 01, 2004
THE GLUCK REPORT- Optimizing OptimizersIndependent advisors who think they are doing a good job for their clients ought to know about Mark Kritzman's rigorous approach to asset allocation. Kritzman's...
July 01, 2004
Power of AttorneySometimes a glance in the rearview mirror can be invaluable --say, if you're being pursued by your evil nemesis in a high-speed car chase, or...
July 01, 2004
FORMULAS FOR SUCCESS- Not Your Father's Bean CountersIt's no secret among independent financial advisors that accounting firms--a traditional source of client referrals--have been steadily making inroads into the advice business themselves. The...
July 01, 2004
Bargain HunterJohn Buckingham didn't start out with the goal of becoming a money manager. He was just a college kid who took a part-time job with...