Research Magazine October 2008

Features

News

Voices/Columnists

  • Get Published!

    Speaking of credibility, let me just get mine out of the way. Since January 1984, I have had an article published in a major trade...

  • And They're Off!

    Are they horses or wholesalers? That was my first thought as I entered the hotel lobby for my broker-dealer's most recent national conference. The room...

  • Meet the Rich

    How do the most affluent, the top 20 percent (quintile), think? What motivates them? Industry consultant Matt Oechsli addresses these issues in his newest title:...

  • A Bridge of Understanding

    Mitch Anthony, an industry leader in relationship skills, has long noted the transformation of the industry from being product-oriented to client-oriented. In his new book,...

  • Universal Standards

    In my last article, I relayed the startling statistic that by the end of this year, the number of non-U.S. CFP certificants will almost surely...

  • Vision and Execution

    Albert Einstein once famously said, "Vision without execution is hallucination." It's equally true, however, that "Execution without vision is chaos." These principles are two sides...

  • Waiting for the Other Shoe to Drop?

    I chose this elegant eatery near the World Financial Center and half a mile uptown from Wall Street for a reason. A little more than...

  • Greenspan's Legacy

    A newspaper story once alleged that some traders at a Wall Street brokerage house had a shrine dedicated to Federal Reserve chairman Alan Greenspan, in...