Advising Across Borders
Serving internationally mobile clients is a growth business for advisors savvy about the ways of the world.
Advising International Clients; Looking Beyond Wirehouses: February Research—Slideshow
Serving internationally mobile clients has become a growth industry for financial advisors, as Contributing Editor Ellen Uzelac discusses in Research magazine's February cover story "Advising Across Borders." Another February article, “Fear of Flying,” tells the stories of brokers who left the wirehouse world in order to become registered investment...
Careful Language Wins Clients; Wall Street Feels Political Heat: January Research—Slideshow
The January issue of Research magazine offers cutting-edge advice on communicating with clients and prospects, and assesses the election-year political climate facing the financial services industry. Topics covered in the issue range from helping clients deal with health care costs to how a medieval mathematician helped shape modern retirement planning....
2011 Advisor Hall of Fame; Experts Assess 2012: December Research—Slideshow
The December issue of Research magazine showcases the 2011 Advisor Hall of Fame. Now in its 21st year, this annual feature is a benchmark of excellence in the industry. Another highlight: the Research Roundtable looks ahead to 2012. This expert panel convenes annually to assess how market developments will play...
Retirement Dreams Evolve; Mentors Matter: November Research—Slideshow
In Research’s November cover story, Ellen Uzelac examines how clients' hopes and expectations for their later years have changed rapidly — and how advisors can make the most of these challenges. Also in the issue: “Making the Most of a Mentor” and "A Lost Decade for Advisors?” discusses...
Wall St. on 9/11 and Future Crises; Innovative Philanthropy; Retirement’s Real Costs: September Research—Slideshow
In September’s Research cover story ('Wall Street at War'), Senior Editor Ken Silber looks back at 9/11 and ahead to future crises, Annuity Analytics columnist Moshe Milevsky analyzes what retirement really costs, Contributing Editor Ellen Uzelac examines the cutting edge of philanthropy, and more.
Portrait of a Branch Manager; Ins and Outs of Annuity Suitability: July Research—Slideshow
The July issue of Research brings a fresh look at leadership issues.
5 Inducted Into Research’s 20th Annual Advisor Hall of Fame
Research Magazine found the special blend of empathy, integrity, discipline and an attitude of gratitude that made these financial advisors inductees into our 20th Annual Advisor Hall of Fame.
A Moral Commitment to Your Clients
Interest among wirehouse brokers in going independent ebbs and flows over the years, depending on the size of recruitment packages and public standing and marketing...
In the late '90s, fee-based business was the new rage. Advisors who embraced this alternative method of compensation boasted that it aligned their interests with...