Bert Whitehead

• Retirement Revised

  By Elaine Robertson Demby  |  May 1, 2008

  Remember when all retiring clients wanted was security, and all you had to do was convert the majority of investable assets into bonds? The assumption...

• Simple, Not Simplistic

  By Staff Writer  |  September 1, 2006

  I just finished reading your "High Definition" article in the August issue of Investment Advisor--thank you! This is probably one of the best marketing articles...

• High Definition

  By Melanie Waddell, AdvisorOne  |  August 1, 2006

  While it's been said time and time again that advisors have a long way to go before they can be dubbed stellar marketers, let's hold...

• Strength In Numbers

  By Staff Writer  |  October 1, 2003

  Forget the one about a tree falling in the forest. Here's a better question: If a company's building burns down and the company's auditor is...

• Adrift

  By Melanie Waddell, AdvisorOne  |  June 1, 2003

  John T. Tapsak is at wits' end. Since Charles Schwab informed him that it plans to double the fees paid by advisors who custody less...

• Win the Tax Game

  By Staff Writer  |  October 1, 2001

  Some old and new tax planning strategies that will

• Bert's Crusade

  By Staff Writer  |  August 1, 2000

  Bert Whitehead is looking for a few (or many) good