Investment Advisor November 2004

Features

  • The Sixth Sector

    By Staff Writer

    Like most financial planners, I have been tutored in the five traditional facets of planning: retirement, estate, insurance, tax, and investment planning. Recent events in...

  • The Present, Tense

    By Staff Writer

    Helping professions are notoriously stressful. As a financial advisor, you have to help your clients deal with highly charged and taboo areas such as control,...

  • Custom Tailored

    By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne

    Ken Robinson had a question about his mortgage. After meeting with his banker, Robinson--an independent financial advisor and founder of Cleveland-based Practical Financial Planning--decided to...

  • What Do Clients Want?

    By Staff Writer

    The annual Securities Industry Association Sales and Marketing conference in New York in early October gave marketing big shots at some of the largest wirehouses...

  • Complicated Gifts

    By Staff Writer

    First there was the guy who wanted to donate his banana tree to charity--he insisted that it was worth $35,000, but demanded that the charity's...

  • Sign Language

    By Staff Writer

    When prospecting for new clients, the first step is to gain their trust so you can build a relationship and, ultimately, close the sale. How...

  • International to the Core

    By Robert F. Keane

    Benjamin Segal brings a background to his job as portfolio manager for Neuberger Berman International/Investor Fund (NBISX) that is nothing if not international. He grew...

  • The Rewards of Dividends

    By Staff Writer

    Scandalous accounting methods, massive corporate failures, and increased global economic and political instability over the past four years have produced one of the most volatile...

  • Partners for Life

    By Melanie Waddell, AdvisorOne

    While retirement plan providers are paying close attention to the Securities & Exchange Com-mission's proposed rules to impose a 2% redemption fee on mutual fund...

Beginnings

Columns

Conclusions

  • Post-Retirement Planning

    By Staff Writer

    After a long, hard struggle, millions of Americans are just about to reach the promised land of retirement--a time when they can sit back, relax,...

Sidebar Stories

  • PAUL NOLT

    By Staff Writer

    Paul Nolt Precision Financial Services 145 Linden Grove New Holland, Pennsylvania 17557 717-354-8218 paul-pfs@hydrosoft.net Year practice began: 1981 Number of advisors in office: 1 advisor, 2 full-time employees. Additional part-time employees are...

  • About The Manager

    By Staff Writer

    In the case of Benjamin Segal and the Neuberger Berman International/Investor Fund, both manager and fund boast international backgrounds. Mr. Segal grew up in the...

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