Curt Weil

• Advisors Regain Cheer Amid Gloom

  By Marlene Y. Satter, AdvisorOne  |  November 2, 2011

  After a particularly glum confidence index in September, advisors have apparently recovered their mojo in, of all times, a month that saw Greece nearly default (again) on its debt and UBS' trading scandal.

• All In Your Head

  By Robert F. Keane  |  July 1, 2005

  Albert Einstein once reportedly said, "Only two things are infinite, the universe and human stupidity, and I'm not sure about the former." While the great...

• A Better Workstation

  By Staff Writer  |  February 1, 2004

  The new, improved Morningstar Workstation is likely to be well received by independent B/Ds and their reps. But it may be less appreciated by RIAs....

• More Help For RIAs

  By Staff Writer  |  January 1, 2004

  I had an epiphany this morning," says Peter Mangan, "and I realized I was wrong." Thank heavens, I thought to myself. I like Mangan. I didn't...

• Estate Planning: An Oxymoron?

  By Staff Writer  |  October 1, 2002

  Tax-savvy estate planning these days is easier said than done, thanks to the unclear future of the estate tax itself (President Bush and the House...

• Double Whammy

  By Staff Writer  |  October 1, 2002

  It's dismal enough paying taxes when the economy is vigorous and sane. Doing so in yet another year when some portfolios are down 40% to...

• Capitol Punishment?

  By Melanie Waddell, AdvisorOne  |  May 1, 2002

  Washington says it's trying to protect consumers,

• Don't Wait

  By Marlene Y. Satter, AdvisorOne  |  April 2, 2002

  There's no time like the present to do estate plan

• A Heck of A Show

  By Staff Writer  |  November 1, 2001

  Getting on an airplane and going to Schwab's Impac

• House of Cards

  By Staff Writer  |  August 2, 2001

  Many college students are drowning in credit card