Dragon 12: Great Productivity Tool Gets Even Better
The premium edition has one feature that advisors should appreciate: “text to speech.”
Advising the Aging Brain; Running a Cool Workplace: August Research—Slideshow
Financial decision-making ability peaks in middle age, according to a body of research cited by Michael Finke of Texas Tech University in his cover story for the August issue of Research, “The Challenge of the Aging Brain.” In “A Cool Place to Work,” Ellen Uzelac looks at how some advisors...
Puzzling Over Dodd-Frank, Profiting From Social Networks: July Research—Slideshow
In Research magazine's July cover story, Manhattan Institute scholar Nicole Gelinas ennumerates ongoing uncertainties about the landmark legislation's scope and significance. Also in the issue, Ellen Uzelac looks at social media's potential.
Carving Out an Indie Niche; Boosting Client Communication: June Research—Slideshow
The cover story of Research magazine's June issue, "Exploring Independence," looks at how ex-wirehouse advisors are carving out distinctive niches to build successful advisory practices.
Finding Financial Crisis Culprits; Selling Advisors Like iPhones: May Research—Slideshow
Research magazine's May cover story, "Finding the Culprits," focuses on derivatives expert Janet Tavakoli and her hard-hitting analysis of who and what caused the financial crisis.
Simplifying Your Practice; Seeking Hidden Value: April Research—Slideshow
The cover story of Research magazine's April issue looks into a growing trend in advisor training programs toward "Pursuing Simplicity." A feature article on "The Measured Approach to Value" describes how value investors today are applying their philosophy to a turbulent market. Among the April issue's other offerings: Bill Good's...
‘Reformed Broker’ Speaks Out; Firms Hunt New Advisors: March Research—Slideshow
The cover story of the March issue of Research magazine, "Breaking Ranks," focuses on Joshua Brown, iconoclastic advisor and author of the blog The Reformed Broker. Also featured in the issue is an article delving into what has become a pressing question for the industry: "Where Are the New Advisors?"...
Bulletproofing Your Practice Against Bad Clients
From time to time, I see ads on TV from attorneys advising people who may have experienced investment losses that suing their financial advisor may be a solution.
Watch the Clock: Timing and Email Marketing
Advisors need to know the best times to send e-mail to be effective.
Two Ways to More Assets
It's difficult to get financial advisors to gently and persistently probe for additional funds.