Measuring Up
By Staff WriterThis is the final article in a three-part series on the challenges facing fee-only advisors, focusing this month on how advisors can use benchmarking tools...
February 01, 2004
Making Your Presentations CountIf you read the premiere Tactical to Practical column last month, you know our charter: fight the big competitors with small-unit tactics. This month, we'll...
February 01, 2004
Bank On ItI don't know about you, but it troubles me that advisors who would rather get an anesthesia-free root canal than work for a bank get...
February 01, 2004
A Flurry of Rules From the SECThe New Year had barely begun, but the Securities and Exchange Commission was already bombarding investment advisors and mutual funds with a bunch of proposed...
February 01, 2004
Value Investing, SquaredAs more and more mutual fund companies come under an ethical cloud for their trading practices, an option for investors and advisors who want their...
February 01, 2004
When 3% Is a Good ReturnLately, 412(i) plans have been gen-erating a lot of buzz-and with the tax benefits these plans provide to small business owners, it's easy to see...
February 01, 2004
The New Faces of PlanningWe all know the standard formulas for Hollywood movies: There's the basic "boy meets girl, loses girl, gets girl back" plot line, the tale of...
February 01, 2004
Learning to Speak UpWhy give a talk to an investor audience? Your calendar is already full. Your to-do list is overflowing. Better to take a pass, right? Wrong. A...