Investment Advisor July 2003

Cover Story

  • David Harris

    By Staff Writer

    Legacy Solutions 355 Gemma Circle Santa Rosa, California 95404-2733 707-539-0241 www.legacysolutions.net davidharris@legacysolutions.net Year firm began: 1997 Number of consultants in office: 1 Number of clients: Usually 3-4 clients at any given time; has...

Features

  • Left Behind?

    By Melanie Waddell, AdvisorOne

    Variable annuities suffered a blow last month when President Bush's new tax law, the Jobs and Growth Tax Relief Reconciliation Act of 2003, failed to...

  • The New Wave

    By Staff Writer

    The Money Management Institute, Cerulli Associates, TowerGroup, and other analysts forecast that separately managed accounts (SMAs) will be one of the major growth engines for...

  • Energy Czar

    By Staff Writer

    While the United States has won the shooting war in Iraq, uncertainty still abounds in the rebuilding of that country and in fact throughout the...

  • Media Mogul

    By Staff Writer

    In today's challenging economy, the last thing on the minds of many financial professionals is getting new clients. Instead, most advisors are burying their heads...

  • By James J. Green

    By Staff Writer

    The revelation came to Joe Kopczynski some years ago. "I had the unexpected trauma of having a very large client die and having the account...

Columns

  • Banking On New Revenue

    By Melanie Waddell, AdvisorOne

    Who says banks and independent advisors can't get along? Try this on for size: Everbank, the nationwide branchless division of Jack-sonville, Florida-based First Alliance Bank,...

  • Master Harold's New Portfolios

    By Staff Writer

    Being the nation's most quoted financial planner makes Harold Evensky an easy target for those who envy his visibility and influence. But there's a good...

  • A Roll of the Dice

    By Staff Writer

    If the economy does not get a jumpstart from front-loaded cuts in the Jobs and Growth Tax Relief Reconciliation Act of 2003 and make the...

  • Come Together

    By Mark Tibergien

    Traditionally, financial planning is a lonely profession. Perhaps that's why we get relatively high attendance at industry gatherings. Today, sole practitioners represent well over 70%...

  • The Pleasure Principle

    By Staff Writer

    Summertime, and the livin' is easy.... Or is it? Some people have a hard time making space for the people and leisure activities they love...

  • What Business Are You In?

    By Staff Writer

    In my first sales job, I sold pool and spa equipment to contractors and retail pool supply stores. On the surface, it appeared that our...

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