529 Plans: A Taxing Subject
Byline: Anne Field
If you’re an advocate of states’ “rights,” the 529 college savings plan is the inve…
Category: Registered Rep
Quirks Beget Perks
Byline: Anne Field
Creative thinking can mean the difference between average and superior performance in a numb…
Coming To a Shelf Near You
Byline: Alex McGrath
After a long, hot – and depressingly slow – summer, clients returned from vacation…
Does Branding Still Matter?
Byline: Hannah Shaw Grove and Russ Alan Prince
In the wake of the improprieties and scandals of the pa…
Not in My Name
Q:
In March 2003, I purchased $80,000 of Franklin New York Tax-Free A shares for my 70+-year-old client, who wanted…
Live Presidents
Byline: John Churchill
The companies that traffic the most in dead presidents also have a demonstrated interest in…
Golden No More
Byline: Bob Hirschfeld
The shine is starting to dim on investments in gold.
True, bullion rose about 20 perc…
None The Worse
Byline: Stan Luxenberg
To measure Janus Mercury’s fortunes in newspaper column inches is to believe the fund is a d…
Morgan Ups Offers to Prospective Candidates
Byline: David A. Gaffen
With other firms rapidly improving their recruitment offers to…
Who Wants a Wealth Manager?
Byline: Walter H. Zultowski
Just say “wealth management” these days and reps snap to attention. What w…