Research Magazine September 2008

Features

  • Clearers on the March

    Bear Stearns' sudden collapse last March indeed shook Wall Street and sent shock waves throughout every financial market around the globe. But at least one behind-the-scenes...

  • The Rise of Islamic Finance

    Islamic finance is a fast-growing sector that seeks to conduct financial practices in accordance with sharia, or Islamic law. It is a field that has...

  • Got Marketing?

    When staffers at Quantuvis Consulting answer the telephone, callers are routinely greeted with this cheerful refrain: "How can I make your day great?" Engaging. Pro-active. Supportive. Exactly...

News

Voices/Columnists

  • Referrals Happen

    I run into all kinds of systems that supposedly produce referrals. One chap was paying $750 per month to a coach who was helping him...

  • What NOT to Do in a Bear Market

    As of this writing, the stock market is in turmoil. Major financial institutions are on the brink of collapse, and our country's entire mortgage industry...

  • The Global Planner

    Here's a startling statistic: By the end of this year, the number of non-U.S. CFP certificants will likely surpass the number of U.S. certificants. It's...

  • WOW Service

    Financial advisors often assume that their clients will mainly judge them on the criterion of investment performance. But research shows that when affluent clients fire...

  • Rooting Out Treasures

    Donald Putnam is a dream lunch guest. He is worldly, affable and articulate, with a fine gift of turning a quick aphorism. --- Who: Donald H. Putnam,...

  • Good for GM?

    "What's good for General Motors is good for the country," GM president Charles Erwin Wilson reportedly declared in the Senate in 1953. Historians claim that...