On the Workbench at Sungard: Offering a Helping Hand
By Staff WriterSalt Lake City-based SunGard puts a big emphasis on providing help for users of its platform. However, the financial services software firm's edge, it believes,...
September 01, 2006
Heroism and ResilienceIn the aftermath of the terrorist atrocities of September 11, 2001, many children drew pictures related to the day's terrible events. One such drawing shows...
September 01, 2006
Hidden AssetsJohn Levitt, Esq., a licensed estate attorney and financial consultant with Professional Planning Services, LLC of AXA Advisors in Long Island, maintains that artwork must...
September 01, 2006
Questions Great Financial Advisors AskWe all know it: Modern day financial advising isn't about transactions, sales pitches and reeling in clients. Rather, it's about understanding clients' financial needs, and...
September 01, 2006
Dealing With DebtAre you asking your clients about their liabilities? Looking only at one side of your clients' balance sheet may put their long-term goals at risk....
September 01, 2006
When the Party's OverOver the first two installments in this series, we've looked at three of the five factors that determine whether a seminar marketing effort will be...
September 01, 2006
Native SonsThe Villere family has been in New Orleans as long as nearly anyone. Jacques Phillipe Villere was born near the city in 1761, son to...
September 01, 2006
Get Moving on New Tax ActThere is nothing like a new tax bill to give you something to talk about with your clients. The Tax Increase Prevention and Reconciliation Act...