Instrumental
By Melanie WaddellAs the separate account industry continues to grow, an array of companies has cropped up offering optimization tools and software to help advisors manage clients'...
July 01, 2002
Innocents AbroadIn a previous column (March 2002, "The Globalization of U.S. Taxation") we discussed the tax issues confronting the international investor who is a non-U.S. citizen...
July 01, 2002
Part II: Precious FewMutual funds are probably the best way for you and your clients to mine gold mining shares. Precious metals mining is a rough-and-tumble industry. Single-stock...
July 01, 2002
Flying LowVariable annuities have been selling like air conditioners in January. The market is down, returns are down, and there's precious little to attract buyers these...
July 01, 2002
When Good Employees Go BadI'm sure you've heard employee horror stories. Maybe you even have some of your own. Consider this one: A few years ago, one of my coaching...
July 01, 2002
Abar's Big AventureWho could blame Matt Abar for selling out to Advent? When you're 31 and are offered more than $11.5 million for your share in your...
July 01, 2002
In Independents We TrustIf we had conducted our survey of independent trust companies a decade ago, to receive a dozen respondents from a universe not much larger than...
July 01, 2002
Part I: Golden Opportunities?By crackey, I remember the days when you didn't even need to own a shovel or swish a tin pan to make money out of...