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Financial Advisor
October 2004
Raymond Fazzi |
Planning For The Long Gains While many financial advisors preach discipline and forethought, the sports world is often a fast-paced place of shady business deals, where millionaires are made and broken practically overnight.   |
Registered Rep.
October 4, 2011
Charles Paikert |
Working With Pro Athletes: Dream Clients Can Also Be A Nightmare In theory, working with professional athletes sounds like a wealth manager's dream come true. But be careful what you wish for, say veteran observers: working with professional athletes can also be a nightmare. |
Entrepreneur
December 2005
Dian Vujovich |
What's In a Name? There's often more to a fund than its moniker. |
Financial Planning
October 1, 2011
Martin Shenkman |
Star Power When your clients are celebrities or athletes, estate planning takes on new dimensions. While every client is unique, star power brings with it several unique issues that change the entire planning process, creating new risks as well as new opportunities. |
Registered Rep.
September 18, 2009
Christina Mucciolo |
Pro Athletes Are Financially Challenged Within two years of retirement, 78 percent of former NFL players have gone bankrupt or are under financial stress |
Investment Advisor
December 2006 |
Upgrades Vanguard reopened the Strategic Equity Fund... Two new families of exchange-traded funds trading on the American Stock Exchange have been launched... Franklin Templeton launched a new mutual fund... etc. |
The Motley Fool
September 21, 2004
Tim Beyers |
Franklin Can't Come Clean Massachusetts gets a $5 million settlement as the fund firm admits that an investor engaged in market timing. |
Investment Advisor
September 2006
Kathleen M. McBride |
Income & Growth Does an income-producing portfolio have to rule out capital growth? Not necessarily according to Franklin Income Fund co-lead portfolio manager Edward Perks. |
Registered Rep.
June 1, 2005
Stan Luxenberg |
This Year's Model Now that technology is out of favor, new specialists have appeared, promising to produce returns in erratic markets. With the U.S. trade deficit swelling, several funds offer protection against the falling dollar. |
Financial Planning
March 1, 2005
Christopher Franklin |
Beyond Bling Athletes must understand old-school financial values. That's the best lesson a planner can impart. Financial planners successful with the education process will have a client for life, not just for the flash years. |
The Motley Fool
January 29, 2008
Matt Koppenheffer |
Over the Top With T. Rowe Price The fund family's solid fourth-quarter earnings reflected its funds' strong performance during a tough time in the market. |
CIO
October 1, 2003
Alice Dragoon |
The Business Education of Jan Franklin Just when she thought she knew everything, this IT veteran spent some time on the business side. What she learned there prepared her to take over as Farmers' CIO when opportunity knocked. |
Registered Rep.
May 18, 2011
Stan Luxenberg |
Conservative Mutual Funds to Calm Clients' Frayed Nerves These steady funds hold some bonds or use other techniques to limit losses in downturns. Think of the cautious performers as equity funds with training wheels. |
The Motley Fool
January 24, 2008
Rick Aristotle Munarriz |
Fun With Funds Shares of Janus Capital and Franklin Resources both opened higher, buoyed by healthy quarterly reports. |
Sports Central
January 14, 2014
Jean Neuberger |
The Silly Season's Most Intriguing Hires The silly season. That crazy little time period right after the last game in which college football coaching changes run rampant and recruiting chases become national news. |
Financial Advisor
September 2005 |
Advisor Emporium Fidelity FundsNetwork Adds CRA Qualified Investment Fund... PSD Offers Innovative Coaching Program To Registered Reps... CashEdge Adds Capabilities To Wealth Management Suite... The American College Adds FSS Program Course... etc. |
