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Monday Morning: Here's a blast from the past - dividends
OPINION OCT 22, 2001
Monday Morning: Here's a blast from the past - dividends

Another look at stock dividends.

By Keith Girard
Some investors can't catch a break point
INDUSTRY NEWS OCT 15, 2001
Some investors can't catch a break point

Some investors already reeling from the broad stock market slide are about to discover more bad news in this year's crop of mutual fund annual reports: higher management fees and expense ratios.

By Michael Fritz
Cost of term life may rise in wake of attacks
INDUSTRY NEWS OCT 08, 2001
Cost of term life may rise in wake of attacks

The door may be closing on the opportunity to buy term life insurance at low rates, just as last month's terrorist attacks at the World Trade Center and the Pentagon may prompt many consumers to reassess their financial and insurance plans.

By Michael Fritz
Fast Track - Napfa: A new chairman, a new direction
INDUSTRY NEWS SEP 24, 2001
Fast Track - Napfa: A new chairman, a new direction

The National Association of Personal Financial Advisors is planning to take off in a new direction now that Steven P. Kanaly is at the controls.

By Rosemarie Maldonado
Subs to take over two HighMark funds
INDUSTRY NEWS SEP 10, 2001
Subs to take over two HighMark funds

HighMark Capital Management is refocusing its investment strategy and looking outward for help.

By Dave Kovaleski
Short Interests: At AmEx, it has been a rocky road
INDUSTRY NEWS SEP 03, 2001
Short Interests: At AmEx, it has been a rocky road

By Brooke Southall
INDUSTRY NEWS JUL 16, 2001
Tax Watch: Treasury is mapping a simplified tax system

By Mark Battersby
OPINION JUN 18, 2001
Dilemma for IRS: How big can a hedge be?

By Mark Battersby
Weak IPO market spurs investment bank layoffs
INDUSTRY NEWS JUN 11, 2001
Weak IPO market spurs investment bank layoffs

When a bloated William Blair & Co. recalled former managing partner Edgar D. Jannotta to active management in March, it said so in a three-sentence blurb issued to the press at the unfashionable hour of 6:29 p.m.

By Steven R. Strahler
OPINION JUN 11, 2001
Tax Watch: In wake of new tax law, time for planning

By Mark Battersby
Short Interests: Seeing green amid the pink slips
INDUSTRY NEWS JUN 04, 2001
Short Interests: Seeing green amid the pink slips

With so many wealthy, qualified and bewildered ex-dot-comers out of work, so-called pink-slip parties are all the rage in such cities as San Francisco and New York. But a soiree at Hush in New York Thursday turned into a meet-and-greet for financial planners.

By Rosemarie Maldonado
OPINION JUN 04, 2001
Tax Watch: IRS making it easier to change the tax year

By Mark Battersby
OPINION MAY 28, 2001
Tax Watch: IRS chief agrees service is not meeting goals

By Mark Battersby
OPINION MAY 21, 2001
Tax Watch: House panel urges tax break for fund holders

By Mark Battersby
Conference Call: Brass at ICI unfazed by redemption growth
INDUSTRY NEWS MAY 21, 2001
Conference Call: Brass at ICI unfazed by redemption growth

The stock market may be in turmoil, but rose-colored glasses certainly make things more bearable. At least that's the feeling one got after listening to remarks Thursday at the Investment Company Institute's general membership meeting in Washington.

By David Hoffman
OPINION MAY 14, 2001
Court to planners: No documentation, no deductions

By Mark Battersby
OPINION MAY 07, 2001
Tax Watch: Bush package could make tax code more taxing

By Mark Battersby
Fidelity joins Schwab, adds adviser referrals
INDUSTRY NEWS MAY 07, 2001
Fidelity joins Schwab, adds adviser referrals

Trailing its archrival by more than five years, Fidelity Investments is finally unfurling its own initiative to match investors with financial advisers.

By Frederick P. Gabriel Jr.
RETIREMENT PLANNING MAY 07, 2001
One on One: "Advisers can make a lot of money selling 401(k)s"

Emplanet aims to make it easier and cheaper for small companies to offer retirement plans

By Brooke Southall
OPINION APR 30, 2001
Tax Watch: IRS gets poor marks from oversight board

By Mark Battersby