Research Magazine March 2009

Features

News

Voices/Columnists

  • Letter to Survivors

    No matter what the market climate, some FAs will survive. And of the survivors, some will get rich. Even though there are more frowns than...

  • Rethinking Risk

    For many clients, the years prior to 2007 were very good. Portfolio returns were pleasing and they didn't have to pay much attention to their...

  • Growth Through Strategic Alliances

    Of three main routes to business growth -- capturing additional assets from existing clients, getting new clients via referrals from existing clients, and forming strategic...

  • Second Thoughts on First Impressions

    The name of Emmi Sorokin's image consulting firm is an inspired choice. It's a Man's World is tongue-in-cheek enough to avoid raising the ire of feminists,...

  • Will Obama's Plan Rebuild the Economy?

    In the 1920s, when the Soviet government was confiscating hidden gold, foreign currency and jewelry from previously wealthy citizens, a joke was making the rounds. An...

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