Transition Game
By Staff WriterOne of the more unique players in the transition-to-fee field is Focus Point Solutions, a firm run by Brent Hicks in Portland, Oregon. Founded in...
May 01, 2004
A Perceived ThreatA nationwide survey of more than 300 people conducted by Impulse Research of Los Angeles in 2001 found that families feel that home invasion, child...
May 01, 2004
About the ManagerRobert W. Smith is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price International, Inc., and...
May 01, 2004
John SmarttJohn M. Smartt, Jr., CPA 2001 Partridge Run Lane Knoxville, Tennessee 37919 Phone and fax: 865-588-4159 [email protected] Year practice began: 1993 Number of advisors in office: 1 Number of clients: 47...
May 01, 2004
Equity Index Funds, But With a TwistWhat's a bond firm doing in the stock market? Making a nice profit for investors, that's what. By combining stock index futures with its bond...
May 01, 2004
Prepare Your Clients for the WorstIt's an ordinary morning and you're on your way to work when the drive-time shock jock is abruptly interrupted by a news bulletin: A commuter...
May 01, 2004
Protect YourselfThe NASD statistics are plain: The increasing volume of filed arbitration customer claims highlights the importance of maintaining up-to-date and complete customer account files. While...
May 01, 2004
Be Tax Sensitive, Not Tax DrivenMuch has been written about the new tax rates promulgated by last year's tax bill, but what impact have those rates had on investors, the...