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Dan Jamieson

Dan’s Recent activity

Compensation Consultant
May 01, 2001
Deloitte & Touche's Michael Herman consults with firms on all of the hot topics reinvention, branch management and broker compensation. Here's what he and senior managers discuss. Michael Herman, head of the financial...
Estate Planning
May 01, 2001
Roy M. Adams is a prominent estate planning attorney who teaches other practitioners. Yet anyone can use his Contemporary Estate Planning: A Definitive Guide to Planning and Practice. Adams starts each chapter with...
Fund Industry Opposes Disclosure of Shelf-Space Fees
May 01, 2001
Should payments made to brokerage firms by fund companies be disclosed? Most, if not all, outside fund groups make payments to brokerage firms that sell the funds' shares. Vendor payments are typically in the range of...
Efficient Market Fantasy
May 01, 2001
The crash of the market's high fliers makes Robert Haugen's 1999 book, The New Finance, the Case Against Efficient Markets,#8221; a fitting choice for amateur theorists. Haugen, a controversial academic, is a well...
Gotta Love Independence
Apr 01, 2001
Our exclusive survey of independent contractor reps quantifies what we thought indie reps love their freedom, but being on their own can be a challenge (see Insights on Independents, Page 85). Those challenges are why...
Fund Industry Fights Upstarts
Mar 20, 2001
The mutual fund industry is grappling with a declining market as well as potential new competitors. Both issues surfaced at the Investment Company Institute’s Mutual Funds and Investment Management Conference...
Fees Versus Commissions
Mar 09, 2001
ON THE FEE SIDE Scott Root Senior Vice President,PaineWebber,San Mateo, Caif. Root started doing managed money about 10 years ago, and now 60% of his business comes from recurring fees. R. Stephen Trudeau Vice...
Fees versus Commissions
Mar 01, 2001
ON THE FEE SIDE Scott Root Senior Vice President, PaineWebber, San Mateo, Caif. Root started doing managed money about 10 years ago, and now 60% of his business comes from recurring fees. R. Stephen Trudeau Vice...
Fees Versus Commissions
Mar 01, 2001
You've heard the debate on fees versus commissions. You may have your own thoughts about which is better for clients, for building trust, for creating consistency in revenues, etc. (see Fees Versus Commissions, Page...
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