April 2001

Heading For Disaster

by Harold Evensky

The assumptions advisors use for investment planning may threaten their clients.

Branching Out

by Tracey Longo

Investors are clamoring for fee-based services, and some independent broker-dealers are ready to deliver.

Hot Sectors For The Decade

by Raymond Fazzi

Technology was king in the 1990s. What group will take the crown next? Leading fund managers tell us their choices.

Control Wins

by Thomas M. Kostigen

Former hockey great Derek Sanderson now advises athletes on mastering the money game.

Chris And Shelby Davis Trade Places

by Alan Lavine

Son keeps father‚s track record going for flagship fund.

New Dimensions In Efficient Asset Allocation

by C. Michael Carty

Approach achieves more diversified portfolios and reduced trading costs.

No Home Runs On This Field

by Eva Marer

Software-integration packages don‚t offer most advisors all the features they need.

The Hart Of The Matter

by Eva Marer

SunAmerica‚s CEO stresses interdependence and life planning for its reps.

A Time For Handholding

by Tracey Longo

Advisors respond to new-retiree angst created by the down market.

Surviving The Millionaire Equity/Asset Roundup

by Keith D. Allaire

Here‘s a great premise for a television show about our profession.


Crushing Taxes Hit Some Who Exercised Stock Options