Investment Advisor October 2005

Features

  • The Wisdom of the Crowd

    By Staff Writer

    In the past five years, financial services practice values have moved steadily upward in the open market to well over two times gross revenues. Is...

  • Gender Focus

    By Staff Writer

    Since January of this year, when Lawrence Summers, president of Harvard University, declared in a speech that women may be genetically less capable in mathematics...

  • No "I" in Team

    By Robert F. Keane

    In talking to Cheryl Holland about the Abacus Planning Group, her Columbia, South Carolina-based firm, perhaps the most striking thing is how little she uses...

  • Privileged Membership

    By Kathleen McBride, AdvisorOne

    Perhaps this year more than most in recent memory, current events underscore the fact that membership in a professional association can help an advisor develop...

Beginnings

Columns

Conclusions

  • What's Old Is New

    By Staff Writer

    There was a time when defined benefit (DB) pension plans were the only retirement game in town. Employers took responsibility for setting up the plans,...

  • Tax Resources on the Internet

    By Staff Writer

    For many advisors, especially those who are not accountants by trade or education, the federal tax code with its constant updates and private letter rulings...

  • Giving With Head as Well as Heart

    By Staff Writer

    At a time when Americans are being asked to give generously and then give again to help rebuild the lives of displaced evacuees of Hurricane...

Sidebar Stories

  • Speeding Up the Process

    By Staff Writer

    Five years ago, it took over seven months to complete the sale of a financial services practice, from listing to closing. Now, data gathered for...

  • Rules of the Road

    By Staff Writer

    Financial planners can have significant impact on their female clients while building long-term relationships. Knowing your clients well and applying a few simple strategies can...

  • The Right Questions

    By Staff Writer

    In evaluating the new disclosures required of mutual funds, it's wise to ask these questions: Portfolio holdings. Is the portfolio manager adhering to the stated objective? Risk...

  • Cheryl Holland, CFP

    By Staff Writer

    President Abacus Planning Group 3200 Devine Street, Suite 101 Columbia, South Carolina 29205 803-933-0054 www.abacusplanninggroup.com Clients: 130 Clientele: Closely-held business owners; recently divorced or widowed individuals; professionals Compensation method: Fee-only Fee: Combined fee for...

  • Behind the Numbers, with Mark Balasa

    By Staff Writer

    The Alpha Group has the lowest cash allocation of any of our panelists, simply because, according to Mark Balasa, while cash is safe, there are...

  • Boomers Retiring + Smart Advisors = Big Business

    By Staff Writer

    The majority of advisors, 94%, say offering retirement income planning services to clients will provide the biggest boost to their businesses over the next five...

  • Looking Back

    By Staff Writer

    As the great Benjamin Franklin so aptly put it, "In this world nothing is certain but death and taxes." At Investment Advisor, it's pretty certain...

  • A Pioneer Passes Away

    By Staff Writer

    The financial planning pioneer, author, association leader, and mentor Harold W. Gourgues Jr. died of pancreatic cancer on August 18 at age 67; his funeral...

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