You've Only Just Begun 

Mar 1, 2004

By Kevin McKinley

The word conjures up all manner of restful images a man napping in a hammock, a woman playing bridge with her friends, a visored couple strolling towards...

The Truth Shall Set You Free 

Jan 1, 2004

By Kevin McKinley

According to a recent Securities Industry Association survey, only 10 percent of investors view the financial services industry in a favorable light,...

The Creativity Gap 

Jan 1, 2004

By Hannah Shaw Grove and Russ Alan Prince

It's an article of faith in the wealth management world that there are no cookie-cutter solutions for the affluent. Of course all clients, even those...

Putting On Heirs 

Jan 1, 2003

By Kevin McKinley

In your initial meetings with clients, an answer to one question will give you insight into their values, lives and dreams and create a healthy anxiety...

The Rep The Man with the Plan 

Nov 1, 2002

David A. Geracioti

During a recent radio address, President Bush said he supported the Retirement Security Advice Act, H.R. 2269, which recently passed the House. The act...

I'm OK, You're 401(k) 

Nov 1, 2002

By Bennett Voyles

An old Greek proverb warns that you shouldn't speak of rope in the house of a man who has just been hanged, but if rope is your stock in trade, what can...

How to Be a Retirement Planning Hero 

Nov 1, 2002

By Pamela J. Black

Every broker has heard a story like this one. Recently, Tom Mingone, a financial planner in New City, N.Y., got a call from a new prospect. The man, a...

Merrill to Reps: Go Get 401(k) Business 

Oct 22, 2002

By Rick Weinberg

Merrill Lynch advisors are now going to offer participants in Merrill-run retirement plans specific buy and sell recommendations. Indeed, participants may elect to turn over all investment decisions to Merrill advisors....

Retirement Planning: Retirement Planning for Teens 

Aug 1, 2002

By Kevin McKinley

Yes, you can sell Roth IRAa to parents of working teenagers. And, while junior flips burgers, the family fortune builds....

Avoid the Enron 401(k) Problem. 

Jun 1, 2002

By Roger C. Siske

Setting up retirement plans for your business clients can be risky. Nevertheless, there's a recipe for protecting yourself from unpleasant surprises....