Sameer Shah

• Keeping the Faith

  By Staff Writer  |  September 1, 2002

  Remember the old vaudeville routine where, in a bid to stretch credulity, the street performer challenges his audience with the leading statement, "It was so...

• Foliofn Ups the Ante

  By Melanie Waddell, AdvisorOne  |  September 1, 2002

  Foliofn is hitching its wagon to the booming separately managed account market with the recent launch of Folio Allocator. The online brokerage firm's founder and...

• Still Selling

  By Staff Writer  |  December 1, 2001

  In a tough marketplace, folio companies shift gear

• 

  The Way Ahead

  By Cort Smith  |  October 1, 2001

  The cover story from Investment Advisor magazine's October 2001 issue said: "In the days to come, advisors will shake off their sorrow and get back to work for their clients in a changed world."

• Multiple Choice

  By Staff Writer  |  May 1, 2000

  Sources of financial advice are proliferating, bot