Bank on It?
By Melanie WaddellIf you're like most independent advisors, you've probably gotten a call from a bank eager to buy your practice. Such inquiries are not surprising, since...
February 01, 2003
Optimum Performance?Financial planners and investment advisors these days usually pooh-pooh the idea of using an optimizer to construct a portfolio or even to see how a...
February 01, 2003
The Right Mind-setDid you ever wish you had the power to truly understand the minds of your clients? To see the world through their eyes and know...
February 01, 2003
Winter of Our Discontent?Could anything worsen the gloom of depressed portfolios and depleted revenues amid a world beset by random violence, terrorism, and war? Well, it could be February. Amid...
February 01, 2003
The New Faces of PlanningRemember the spring of your senior year of college? There was the scramble of career fairs and interviews, the pressure to write resumes while juggling...
February 01, 2003
Too Much InformationWhen I visited a financial advisor in New York City recently, I noticed on my way to her conference room that all the rookie brokers...
February 01, 2003
The Big FreezeGiven the length and severity of the equity market's decline, it may be hard to get motivated to call your clients. But this is precisely...
February 01, 2003
Try, Then Buy, This SoftwareMost financial advisors are so busy dealing with pressing problems that pop up each day that they do not have the time to spend learning...