May 2002

Making A Merger Work


Balasa & Hoffman and Dinverno & Foltz combine to form a multi-disciplinary practice that challenges old barriers.

Anxiety Attack

by Raymond Fazzi

Advisors say Enron and the soft market are fueling demand for professional 401(k) advice.

Head of the Class

by Karen Burke

Recent tax law changes make 529 plans a better way to save for college.

Streamlining An Advisory Practice, Part 1

by Hannah Shaw Grove and Russ Alan Prince

Most advisors have too many clients and not enough time to attend to them.

Thinking Outside The Boxes

by J. Michael Martin

Does investment style matter?

Why We Invest In Funds Rather Than Stocks

by Josh Weiss and Steve Savage

Complaints about funds are overblown, and their advantages are many.

Another Tumble For Telecom

by Raymond Fazzi

The sector struggles with downgrades, losses in corporate bond market.

Can Gold Funds Continue To Shine?

by Alan Lavine

Geopolitical uncertainty fuels price rise, but many doubt it can be sustained.

Credibility Gap For The Big Few

by Eric L. Reiner

Long-range effect on CPAs of the Enron/Andersen affair is anybody‚s guess.

Fees In Flux

by Tracey Longo

Four advisors change fees to sidestep performance myopia.

Exploring The Value Ladder

by Leo J. Pusateri

The NAPFA keynoter explains how to show prospects your unique value.

The Big Hole In Most Financial Plans

by Gail Liberman

Umbrella liability covers catastrophes, and premiums are reasonable.

Designing A Better Divorce

by Tracey Longo

Here‚s how to ensure clients have assets left when it‚s over.

Service Providers Skirmish

by Raymond Fazzi

Schwab stirs the pot with its Centerpiece strategy.

Emerging Markets Make A Comeback

by Marla Brill

Top fund manager Arjun Divecha says it‚s no flash in the pan.

Wondering And Musing In A Changing World

by Richard B. Wagner

If you want to hear God laugh, tell him your plans.

Advisor Emporium


Oppenheimer Buys Firm And Adds Fixed-Income Team OppenheimerFunds Inc...

Editor's Note


Integrity Itself On Trial It‚s been more than two decades since the integrity of the nation‚s business and financial institutions have been subjected to the type of...

Frontline News


NAPFA's New Mark Challenges Planning Establishment It looks like another moniker has been added to the financial advisor community to go along with designations such as CFP, PFS...