Research Magazine July 2007

Features

  • Giving & Receiving

    There is no deeper way to connect with clients than through the philanthropic impulse -- yet many advisors steer clear of the conversation. As Randy Fox,...

  • The Partnership Predicament

    Why do advisors consider taking on a partner in the first place? Maybe it's in hope of realizing economies of scale. Or maybe it's because...

News

Voices/Columnists

  • The 22 Dimensions of an Investor

    My request to you for your best profiling questions was a homerun both for me and hopefully for you. I learned a tremendous amount about...

  • Client Depreciation

    While attending a recent broker-dealer conference, I had the opportunity to talk with a group of financial advisors in a relaxed, pub-like atmosphere. Just like...

  • Textbook Case

    Lewis J. Altfest, one of the most quoted financial planners in the industry, has written what many consider to be the ultimate text on financial...

  • Is the Pension Plan Dead?

    Traditional pension plans may be underfunded, but while employees of large corporations may eventually face a crisis if their pension payments dry up, many financial...

  • The Prospect of Discovery

    In my last column, I described the pivotal importance of finding out what matters most to your clients financially, in every major area of their...

  • Combining Business and Family

    Mitchell Frank has driven down for our lunch from his office in White Plains, in suburban Westchester County. "It's nice to be out of the office,"...

  • Investor Beware

    If you still have doubts whether or not there is a massive bubble in emerging financial markets, just look at the eurobond market. The JPMorgan...