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Financial Planning
May 1, 2005
Jennifer A. Liptow |
On the Job Allstate Distributors in Northbrook, Ill., has appointed DeeAnne Asplin to... Lane Jones has been promoted to chief operating officer of Evensky & Katz... RiskMetrics Group in New York has appointed Arthur Levitt... etc.   |
Financial Planning
May 1, 2005
Joshua Weinberger |
White Paper A study shows that workers who opt into the personal accounts system are likely to earn less than those who stay in the current Social Security program; even more damning, upon retirement, personal accounts would produce losses 71% of the time. |
Financial Planning
May 1, 2005
Joshua Weinberger |
5 Questions An estate planning expert talks about living wills. |
Financial Planning
May 1, 2005
Don Danford |
Practice Tips Building strong personal relationships is essential to your financial advisory success, and nothing says more about you than people who are good clients. Make them visible, and you'll attract other good clients, too. |
Financial Planning
May 1, 2005
Jennifer A. Liptow |
Bookshelf The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan Sponsors, by Tim Hatton explains the process to be followed by investment professionals who wish to adhere to a uniform fiduciary standard of care for their clients. |
Fast Company
May 2005
Jennifer Reingold |
Varnished History Citigroup's documentary about its history aims for Ken Burns but comes closer to Spinal Tap. But ultimately, effective communications are rooted in authenticity -- and this film is only selectively authentic. In that failure, it subverts Prince's hope for change. |
CRM
May 2, 2005
Jason Compton |
CRM Brings Sanity to a Hectic Bank Sovereign Bank improved its operations with consistent service practices for customers and fellow employees. |
CRM
May 2, 2005
Colin Beasty |
First Franklin Lends a Hand With Customer Management The mortgage lender is improving employee management and customer databases to turn percentages into a huge ROI. |
Financial Advisor
May 2005
Evan Simonoff |
Editor's Note Ohio Republican Michael Oxley addresses the issue of exemption from RIA regulation that the SEC just granted brokers and specifically the Financial Planning Association's lawsuit. |
Financial Advisor
May 2005
Shaw-Grove & Prince |
Taking the Pulse of Affluent Investors A recent survey reveals that millionaire investors have changed their thinking over the past four years and have lost faith in their financial advisors. |
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