Research Magazine February 2007

Features

  • The Science of Investing

    Finance theory says: The only way to beat the market is by knowing what others don't. Few fight me on that. But in today's ?ber-connected...

  • Meet the Paraplanners

    As if earning two bachelor's degrees in three years wasn't tough enough, industrious Adrienne Sadowski craved real-world work experience at the same time. So from...

News

Voices/Columnists

  • Making a Marketing Plan

    While prospecting is certainly essential to your future, you're already spending several hours a day with clients. If you allocate some of that time to...

  • Meeting the Minimums

    Mr. Saarf, my seventh-grade geography teacher, once pulled me into the hallway to give me what I'm sure he thought was a motivational speech. He...

  • Advisor Directed Trusts

    How would you like to offer services akin to the nation's largest banks and trust companies -- with one key difference: You remain the central...

  • How to Let Go

    In a recent article, I explored the importance of identifying and then releasing inappropriate clients. This article will cover exactly how to let those clients...

  • Benchmarking for Dollars

    When I lived in Washington, DC in the early 1980s, the fact that I was born in Russia almost always elicited an incredulous reaction. People...

  • The Next Economic Crisis

    After graduate school, I went to work for maverick Wall Street economist A. Gary Shilling. Gary was a follower of the Kondratieff Wave Theory, which...