Stop, Thief
By Staff WriterIdentity theft, byproduct of an information age rife with accessibility, is the nation's fastest growing white-collar crime, according to the Federal Bureau of Investigation. How...
January 01, 2003
Let Me Entertain YouWhat if there were a simple, low-cost way to entice your best clients to introduce you and endorse you to their friends? I've got some...
January 01, 2003
House HuntingIf you haven't noticed, the number of firms offering clearing services is dwindling. During the last year alone, Weiss, Peck & Greer sold its correspondent...
January 01, 2003
A Few Good RepsGeorge Diachok is no stranger to the broker/dealer business. In fact, he retired from it in 2001 after selling the firm, Multi Financial Securities, that...
January 01, 2003
Speaking OutAt a recent seminar, planner Linda Gadkowski was in the midst of explaining the importance of accurate beneficiary designations when a young man suddenly leaped...
January 01, 2003
Part 1: The New Old KidBack in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...
January 01, 2003
Part: 2:Small WorldAmeritrade is doing something really different: targeting small advisors that none of the other custodians want. Bear Stearns, Merrill Lynch, and Raymond James have all...
January 01, 2003
A World of TaxesThe U.S. tax system is extremely complex, and to an investor it can be very dangerous--much like traversing a minefield without the proper maps to...