A Matter of Forms
By Staff WriterThe changing approach to estate planning will result in a number of modifications to "standard form"documents. Some of the anticipated changes: oMost form documents treat all...
October 01, 2002
About the ManagerAndrew J. Dudley, CFA, is a vice president and portfolio manager for Fidelity Investments, part of Fidelity Brokerage Services LLC. He has managed Fidelity Advisor...
October 01, 2002
Estate Planning: An Oxymoron?Tax-savvy estate planning these days is easier said than done, thanks to the unclear future of the estate tax itself (President Bush and the House...
October 01, 2002
Part 3: Easing Into Hedge FundsAdvisors looking for alternative investments are likely soon to have an attractive new vehicle: a passively managed fund of hedge funds. Standard & Poor's on September...
October 01, 2002
What about the Little Guy?Where do advisors go for custodial services when they're new to the profession or if they have only $1 million to $25 million in assets?...
October 01, 2002
Planners Who Switched, and WhySome advisors are shifting all of their clients' assets to another custodian, while others are spreading new and existing dollars among a variety of firms....
October 01, 2002
The Hidden Costs of TaxesSellers who try to determine the value of their practice frequently overlook an important issue: taxes. For example, a seller who obtains the majority of...
October 01, 2002
Part 1:Prometheus BondBond fund management is not known for clever and novel ideas-- at least, not well known. Active management with aggressive timing of maturities and different...