September 2000

Profession at a Crossroads


Over the last five years, the number of people who are managing to earn a respectable living as independent financial advisors have climbed dramatically...

The Fiduciary Challenge

by Timothy Middleton and Evan Simonoff

The word "fiduciary" isn't a part of the mainstream lexicon ? yet...

Powerful Partners


Like many of your other clients, they've got big money and big dreams. The big difference? She earns more than he does...

The Virtual Back Office

by Eva Marer

Like most financial advisors just starting out, Madelyn O'Connell seldom refused new business. Within four years, however, she had become a victim of her own success.