Research Magazine March 2008

Features

  • The Effective Executive

    For years now, I've been writing books and articles about the virtual office and office efficiency, but lately my attention has turned to personal productivity. Why?...

  • Bulls, Bears & Presidents

    It was a tumultuous election year. The incumbent president, having served two terms, was not running. His party faced what looked like an uphill fight...

  • (Yawn)

    What happened to the much-anticipated RAND report? Players across the industry expected the study, ordered by the Securities and Exchange Commission, to provide guidance about...

News

Voices/Columnists

  • Partnerships for 2008

    Many moons ago, I believed everything I had been told about partnerships. I believed they were even less stable than marriages; that 90 percent of...

  • Know Your Client

    One of the great joys of being a financial advisor is the opportunity it provides to develop a close relationship with your broker-dealer's compliance department....

  • A Step-by-Step Guide

    As a long-time managing director at Merrill Lynch in Colorado, David Mullen hired and trained more than 500 advisors. His training program was considered superior...

  • Crossing the 'Ts'

    Burk and Julie Rosenthal remember the day when they sat down with their client to discuss the 72(t) distribution plan he had already begun. He...

  • The Ins and Outs of Referrals

    My most requested speech last year was on mastering referrals. After some 30 years in the business, I'm still surprised to find such a large...

  • Subprime Prophet

    Gary Shilling meets me at the bar of the restaurant with a large plastic jar in his hands. Since developing a serious beekeeping hobby a...

  • A New Global Force?

    Sovereign wealth funds -- government-owned funds often amassed from petrodollar surpluses and geared toward investment in foreign industrial and financial assets -- have become seemingly...