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Financial Advisor
January 2004
Jeffrey A. Hollowniczky |
Good Portfolio Reports Are Customized For Clients While the innovations in portfolio reporting technology have provided advisors with mountains of information and increased efficiency in their back-office operations, the client's specific needs have often been forgotten in the process.   |
Financial Advisor
January 2004
Jay Gould |
Washed Up On The Banks Of Denial The SEC has changed its policies regarding anti-fraud consent injunctions. How should investment advisors react? |
Financial Advisor
January 2004
Dorothy Hinchcliff |
Custodians Are Knocking More custody players have been clamoring for the business of registered investment advisors, and that trend will continue this year, say two well-known research firms for financial institutions and investment managers. |
Financial Advisor
January 2004
Tracey Longo |
Reversal Of Fortune Independent brokerage firms experienced a turnaround in 2003. |
Financial Advisor
January 2004
Joel Bruckenstein |
What's New For 2004? The rash of new software could cause financial advisors' heads to spin: Morningstar Workstation 2.0... Account Aggregation AdvisorSites/CashEdge... NaviPlan Version 9.0... Junxure-I 3.0... |
Financial Advisor
January 2004
David J. Drucker |
An Interdisciplinary Broker-Dealer Rises Sophisticated planners, the kind QA3 tends to attract, understand that a useful financial plan must combine several allied disciplines in a client-centered team effort. |
Financial Advisor
January 2004 |
Advisor Emporium NewRiver Launches Offering For Breakpoint Research... Triad Advisors Adds Services... MSC Site Is Recognized... New Bridgeway Funds... Worldwide Bank Introduces Products... Academy of Financial Services Studies in Milwaukee adds Program... |
Financial Advisor
January 2004 |
Frontline News Barnash Named Financial Planning Association President-Elect... FPA Will Close Atlanta Office And Move Staff To Denver... Competitive Environment Expected To Intensify... PA Announces Major Events For 2004... Investor Faith In Mutual Funds May Be Weakened, Surveys Indicate... tudy Finds That Concentrated Funds Perform Better... Look First, Before Leaping Into A Charity... |
Financial Advisor
January 2004
Evan Simonoff |
Editor's Note The violation of advisors' and investors' trust by mutual funds is going to take a long time to heal. And I know many advisors who are asking themselves, if fund companies did this to us, what else might they do to clip clients? |
U.S. Banker
January 2004
Glen Fest |
Dog Days? Phillip Humann's bulldog determination to remain independent may not stop what some argue is inevitable: SunTrust's disappearance from the banking landscape. But if the purchase of the Atlanta bank is a foregone conclusion, it could have even bigger consequences for the South. |
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