Marlene Y. Satter

• Why Integrity Matters

  By Marlene Y. Satter, AdvisorOne  |  March 1, 2004

  Randy Cooper of Life Transition Planning in Tampa, Florida, says errors and omissions insurance is no substitute for a clear set of values. In a...

• Seven stages revisited

  By Staff Writer  |  September 13, 2002

  Back in May of 1999, George Kinder became known as the author of The Seven Stages of Money Maturity (Dell); since then he's parlayed that...

• Seven stages revisited

  By Staff Writer  |  September 1, 2002

  Back in May 1999, George Kinder published The Seven Stages of Money Maturity (Dell, available through the Investment Advisor bookstore at www.investmentadvisor.com). Here's what Senior Editor...

• The Best Broker/Dealers

  By Marlene Y. Satter, AdvisorOne  |  September 1, 2001

  For the 11th year in a row, Investment Advisor rea

• Get Smart

  By Staff Writer  |  June 2, 2001

  The proliferation of 529 plans is good news for cl

• Basket Boom

  By James J. Green, AdvisorOne  |  February 1, 2001

  The competitive juices are flowing among folio pro