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SLOWER BUILD
By Robert Casey
RIA firm assets grew more slowly in 2007 while employee head counts were up—signs of heightened competition and perhaps the end of
an easy-growth era.
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PROCESS CAN MAKE YOUR FIRM GREAT
By Andrew Gluck
Process proselytizers at ActiFi help advisory firms achieve success. |
WHEN IS THE PRICE RIGHT?
By Rebecca Pomering
To determine your fees, look at your costs, your value and your
competition. |
KEEPING THE RECORD STRAIGHT
By David Lawrence
The SEC is looking at adopting standards for electronic record-keeping. |
LET’S MAKE A DEAL
By Mary Rowland
Many readers told me my April column was off. I’ll keep trying if you keep complaining. |
WHAT IS YOUR ‘FISCALOSOPHY’?
By Mitch Anthony
Your clients’ beliefs and principles regarding money will be reflected
in their behavior, and it’s important that you are both on the same page. |
 TEAM PLAYERS
By Karen DeMasters
A Kansas City couple expands their leading fee-only firm by offering more to clients—and employees.
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KEEPING MILLIONAIRE CLIENTS HAPPY
By Marla Brill
Studies show they are more concerned about the stock market and the economy than they have been in several years.
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A FIRST LOOK
By Joel Bruckenstein
Upswing 2.0 Beta is a Web-based CRM system that provides a nice
balance between features and usability. |
BUMP IN THE ROAD
By Jeff Schlegel
529 college savings plans muddle along despite their benefits. |
ON TARGET, OR NOT
By Alan Lavine
Target date funds seem to be living up to expectations, but diversification varies greatly among them. |
QUEEN OF GREEN INVESTING
By Marla Brill
The Allianz RCM Global EcoTrends Fund is among a number of “clean and green” funds investing in companies that try to protect the environment. |
RETIREMENT ON HOLD
By David J. Drucker
With stock market turbulence and a housing market free fall, how are advisors modifying retirement plans constructed during better times? |
CAN ADVISORS PROTECT RETIREES FROM THEMSELVES?
By Tracey Longo
By mapping retirees’ minds, financial service firms like T. Rowe Price are using behavioral economics to help advisors overcome investors’ irrational behavior. |
TAKING COVER
By Eric Rasmussen
People today sue for much more than your liability coverage. Having
an umbrella policy can help.
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A BETTER OPTION
By Allen Hamm
Individually issued long-term care policies usually are less expensive than group coverage. |
WHO ELSE IS IN THE ROOM?
Richard B. Wagner
Because the phrase “my money” is an oxymoron. |
