Research Magazine February 2008

Features

  • Out to Lunch

    Compete or comply? When it comes to the tried and true marketing strategy of meal-included seminars, FAs are feeling the heat of an intensifying spotlight...

  • A Plan for the Planners

    Succession planning has never been at the top of most advisors' hit lists. As Tim Edwards, a principal with Prospera Financial, puts it: "It's one...

  • The Ticker's Rise and Fall

    Within the living memory of some financial market professionals today is a technology that was crucial to stock trading from not long after the Civil...

News

Voices/Columnists

  • Growing Pains

    There are several paths to building a bigger business. But they all boil down to these two things:1. More assets2. More time is spent with...

  • Love Is in the Air

    No month shouts "LOVE" like February. If you happen to sell roses, or your last name is Hallmark, you know what I'm talking about. The...

  • Too Much of a Good Thing

    Baby boomer clients preparing to retire within the next 10 years may soon be faced with a problem regarding their stock holdings. That problem is...

  • Back on Track

    In 2007, CEG Worldwide undertook an extensive study of 2,094 financial advisors across all three channels -- registered investment advisors (19.8 percent of those studied),...

  • A Game Plan for Longevity

    Alexander Shaknovich doesn't break for lunch. A Harvard-MIT trained cardiologist, his career includes a position as Chief of Interventional Cardiology at New York Hospital-Cornell Medical...

  • Ready for Cheap Oil?

    The current trouble in global financial markets represents a correction in the overbought U.S. real estate market, but it is a more serious and broadly...