Research Magazine October 2017

Editor's Note

  • Proper Perspectives

    With the retreat of summer, students have headed back to class. Football season's returned, and hurricane season is peaking — with disastrous consequences so far in Texas, Florida and beyond.


  • From ‘Wall Street’ to Main Street

    Christopher S. Smith of Dover, Delaware, joined Edward Jones after earning his undergraduate and graduate degrees in business in 2008. He then went on to earn his CFP designation at Georgetown and the related Accredited Asset Management Specialist designation.

  • Merrill’s Big Tech Push to Reshape Client Interaction

    Digital wealth chief Kabir Sethi tells Research on Wealth how Merrill plans to reshape the way clients and advisors interact with the firm through technology.

  • Finding the Right Path

    The job of running an advisory practice takes different twists and turns over the years. For Daniel C. Jones, that task — along with many other daily routines — changed radically in May 1999, when he was involved in a horrific car accident.