by
Evan Simonoff
John Olmstead and Judy Lau merged firms because their practices were different yet complementary.
by Raymond Fazzi
Buckingham Asset Management and its sister firm, BAM Advisory Services, are proving that accountants can successfully make a transition to investment management.
by Hannah Shaw Grove and Russ Alan Prince
Editor‚s Note: This is the second of three articles based on a recent survey of 743 women with at least $3 million in investable assets that examine: 1) who they are, 2) how they find and...
by J. Michael Martin
What a difference a century makes. As the 19th century segued into the 20th, Carl Sandburg (1878-1967) wandered the country as a hobo.
by Bill Bachrach
Let‚s suppose you want to run a marathon six months from now...
by David J. Drucker
If you‚ve looked into the sale of your practice–or even just daydreamed about it–then you‚ve undoubtedly thought about such things as down payments, earn-outs and multiples of...
by Eric L. Reiner
Changes in tax law enhance the appeal of these traditional pensions.
by
Dorothy Hinchcliff
The strong real estate market in many areas of the country may be one reason that interest seems to be growing in 1031 exchanges, a technique used to defer capital gains taxes on the sale of...
by Jay B. Gould
A recent enforcement proceeding by the Securities and Exchange Commission (SEC) against a federally registered investment advisor should serve as notice to advisors of the seriousness with which the...
by Marla Brill
Like other value investors, John W. Rogers Jr., manager of Ariel Fund, looked pretty dull in the late 1990s compared with the hot aggressive growth hands around the mutual fund business.
by Sydney LeBlanc
Multiple-Discipline Products (MDPs) continue to flourish–their share of SMA asset inflows has tripled since year-end 2000.
by Tracey Longo
Where investment advisors decide to custody their fee-based business is becoming a matter of some debate, thanks to an increasing number of new entrants and a decided retooling by established...
by Tracey Longo
What Long Island planner Doug Flynn wanted during his days at his former wirehouse was to serve his increasingly affluent clients and grow a business...
by Raymond Fazzi
When Edmond J. Walters went shopping for a software solution that would answer many of his financial planning and client relationship needs four years ago, he figured it would take some work.
by by Richard B. Wagner
Discovering the next great thing has a cost: failure. The basic stumbling block is doing nothing, or doing nothing new.
