Research Magazine October 2007

Features

  • Success or Excess?

    In mid-August, international financial markets began seriously to wobble. Initially, the subprime mortgage crisis, affecting only a small, risky portion of the enormous U.S. residential...

  • Mortgage Meltdowns

    For one of the most comprehensive perspectives on the subprime mortgage crisis, Research turns to Jeffrey E. Gundlach, Morningstar's 2006 Fixed Income Fund Manager of...

  • The Future of Fee-Based Accounts

    A collision of regulatory events has given a boost to the industry's move toward a fee-based business model -- with some pundits predicting dramatic change...

  • T.R. vs. J.P.

    It would be called the Bankers' Panic, the Roosevelt Panic, or simply the Panic of 1907. A hundred years ago this month was the culmination...

News

Voices/Columnists

  • Rules of the Close

    I'm going to close this series on the "Good" way to sell with, appropriately, a look at closing the sale. "Closing" is highly overrated in...

  • Saving for College

    Speaking for emotionally repressed men across the country, there is nothing that evokes more pure feeling than having a child. The second he (or she)...

  • Going the Distance

    How many of your clients refer to you as their "advisor for life?" Probably not as many as you would like. Acting as a financial...

  • Anatomy of a Niche

    Financial advisors are always seeking to connect on a personal level with their clients and to uncover shared interests and beliefs. While this isn't the...

  • Mind Your Business, Part II

    None of us lives forever. When you retire or otherwise exit your business, whether by actually selling it or transferring it to another advisor within...

  • Shopping the Bond Market

    It didn't seem this lunch was going to happen. Tom Ricketts, president and CEO of Incapital, was taking a morning flight from Chicago, where the private...

  • Risky Russia

    Soon after Russia's debt default and ruble devaluation in 1998, I had a talk with a money manager with expertise in emerging markets. Professionals know...