November 2001

A Foundation For Growth

by Raymond Fazzi

RegentAtlantic Capital has hired an outside CEO, changed its fees and increased its staff by 60%, among other steps–all in hopes of raising revenue more than 10 times in the next five years.

In A Crisis, Contact Counts

by Hannah Shaw Grove

Since the terrorist attacks on America, it‚s been very difficult for people to get back to business as it had been before September 11...

Advisors to Clients: Stay The Course

by Raymond Fazzi

Financial advisor Patrick Christensen was watching the news on television, like virtually everyone else in the nation, when his phone rang.

Planned Giving And The Affluent

by Hannah Shaw Grove and Russ Alan Prince

They want to contribute and are looking to you to show them how.

A Chance To Serve

by J. Michael Martin

Estate planning is not just about taxes.

What's Next For Equities?


The bubble has burst, and returns are likely to be in the single digits for some time.

Trying To Compute Chaos


New software offers novel approaches to deal with the uncertainties of estate taxes.

New Twists On Old Plots

by Eric L. Reiner

Certain financial moves will help your clients save big on taxes.

Exit Strategies That Pay Off

by Tracey Longo

Getting a fair price for a financial planning practice takes finesse.

Money Isn't The Motivation

by Raymond Fazzi

A new study finds many advisors are driven by utilitarian, not financial, considerations.

The Dean Of REITs

by Marla Brill

Leading REIT fund manager Robert Steers says those investments will be winners this year.

Harvesting Tax Losses With 1035 Exchanges

by Mimi Lord

Add value by moving underwater life insurance cash values into an annuity.

Needed: Paranoia About Privacy

by Deena Katz

We must educate our clients that protection of their data is a joint effort.

Advisor Emporium


New Book‚s Aim: Help Advisors Move Practices Online A former vice president of industry research and intelligence for Securities America Financial Corp...

Editor's Note


A New Kind Of Normalcy One month after the worst attack on American soil in our nation‚s history, a sense of numbness is still pervasive...

Frontline News


Advisors To Help Terrorist Attack Victims And Their Families Financial advisors around the country are coming together to help families and individuals who were...