November 2004

To The Contrary

by Marla Brill

Victory Diversified manager finds success in taking a different point of view.

Opposite Ends Of The Spectrum

by Joel P. Bruckenstein

Portfolio management software for the high-end and low-cost buyer.

High Touch, High Growth

by Tracey Longo

In the somtimes cut-throat technology corridor of northern Virginia, high-touch service has helped Rembert, D'Orazio & Fox more than double its considerable assets since 2000

Professional Insights

by Hannah Shaw Grove and Russ Alan Prince

Family Offices: Assets And Motivations

Delivering Your Value: Identifying Value

by Leo J. Pusateri

Learning how to get to the heart of what your clients need.

Gingrich Foresees Waves Of Radical Change

by A Financial Advisor Special Report

Former Speaker expects 21st Century to be very different the 20th Century.

Got Google?

by Alyn Ackermann

Many advisors think the biggest IPO in recent years is a bad bet.

The Wizard Of Akron

by Marla Brill

Oak Associates‚ new chief investment strategist offers some bold predictions.

NASD Issues Alert On 529 Plans

by Gail Liberman

Brokerage offerings may be too limited.

Riding High


Former cowboy John Henry McDonald follows simple rules to retain clients.

Efficient Business Plans And Goal-Oriented Scheduling

by David L. Lawrence

That weekly schedule could be a map to future success.

Keep Clients' Estate Plans On Track

by Saul M. Simon

The ABCs of estate planning for business owners.

Search For Alternatives Crimps Survivorship Sales

by Alan Lavine

Death tax sunset provisions make estate planning like Russian roulette.

Ruling On Grantor Trusts Eliminates Gift Tax Worries

by Eric L. Reiner

IRS pronouncement abets defective-trust strategies.

Understanding Exchange Funds

by David A. Twibell

Diversify clients‚ concentrated positions while deferring taxes.

AdvisorVision Has Merit-And Flaws

by Joel P. Bruckenstein

The platform has limited appeal for the typical independent advisor.

Luring Advisors To Work With Accountants

by Eric L. Reiner

GE spin-off has traditionally–and successfully–recruited tax practitioners.

A Future Think Conversation

by Richard B. Wagner

Think about clients, people, and our collective futures.

Advisor Emporium


Schwab Reduces Online Equity Commissions Charles Schwab & Co. Inc...

Editor's Note


Big Government Gets Bigger Whatever happens in this year‚s elections, it‚s an unavoidable fact that government is becoming a bigger part of our lives...

Frontline News


New CFP Board CEO Offers Her Ideas Sarah Ball Teslik starts November 1 as the Certified Financial Planner Board of Standards' new chief executive officer...