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Registered Rep.
November 1, 2004
Kevin McKinley |
The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner.   |
Registered Rep.
November 1, 2004
Steve Gresham |
Party's Over The most tragic investing calamities are repeated by clients who should know better and by advisors who did know better and let the clients get in trouble anyway. |
Registered Rep.
November 1, 2004
Anne Field |
Gunning for College As more investors put their faith in 529 plans, the stakes rise for those who are supposed to be protecting them, and agencies like the NASD and the SEC have jumped into the fray with gusto. |
Registered Rep.
November 1, 2004
Stan Luxenberg |
The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity. |
Registered Rep.
November 1, 2004
Nicholas Tsafos |
The Liquidity Fetish Since retail investors have been following institutions in seeking alternative investments, particularly hedge funds, it is important to understand how illiquidity can affect clients' hedge fund investments. |
Registered Rep.
November 1, 2004
Allen Plummer |
Taming the SMA Hydra Just about any advisor offering managed accounts can testify to the complexity of the related administration and reporting. Fortunately, advisors are awakening to a remedy for these administrative challenges: overlay portfolio management (OPM). |
Registered Rep.
November 1, 2004
Mark Henricks |
My Cousin Says Clients brimming with investment ideas, hot tips, warnings and other scuttlebutt gathered from newspapers, the Internet or -- worse -- family and friends are common to every rep's office. |
Registered Rep.
November 1, 2004
Will Leitch |
The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all. |
Registered Rep.
November 1, 2004
Daniels, Leibell & Prince |
Ado About I Do Here are four steps to a properly planned estate for a client in a nontraditional family. |
Registered Rep.
November 1, 2004 |
The Fear of Pursuit Nonsolicitation agreements are commonplace in the brokerage industry. However, if you change firms and choose to contact clients, whether you will be pursued is a business decision that your former firm would have to make. |
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