Next in Line
By Staff WriterThere are some conversations that are just not destined to go well from the start: "Well, honey, the good news is that I did get...
April 01, 2003
Breaking Bad NewsBad news--nobody likes receiving it. Giving bad news can be equally troublesome, particularly when the person you're delivering it to holds you responsible--and you're not....
April 01, 2003
The Virtues of IndependenceCambridge Investment Research, Inc. takes pride in being an independent broker/dealer. While other firms have sold out to huge financial services firms like AIG and...
April 01, 2003
The Portfolio Management DramaEvents in the business of providing portfolio management software to independent advisors are starting to look like a bad soap opera. This little corner of...
April 01, 2003
Next in LineThere are some conversations that are just not destined to go well from the start: "Well, honey, the good news is that I did get...
April 01, 2003
Be Careful What You Wish ForIspend much of my time talking about, writing about, and counseling advisors on the advantages of forming ensemble firms. So when my friend and former...
March 31, 2003
Weiss Publishes Financial Advice BookNU Online News Service, March 31, 2003, 10:53 a.m. EST -- Martin Weiss, the chairman of Weiss Ratings Inc., Palm Beach Gardens, Fla., has ...
March 31, 2003
Info-One Hires CreamerNU Online News Service, March 31, 2003, 11:43 a.m. EST -- Info-One, Campbell, Calif., has hired William Creamer to be a senior executive for ...