New Retirement Pros; Clients’ Brains; Bill Good’s Cold Call Rewrite: November Research—Slideshow
The November cover story of Research magazine, "The New Retirement Pro," focuses on how to thrive in the growing and highly competitive field of retirement income advice. And Bill Good’s column called "Cold Call Rewrite," he recasts cold call scripts advisors have used.
What Bogle Thinks of ETFs; Gross vs. ‘Cult’; Paycheck Stress: October Research—Slideshow
The October issue of Research deals with formidable personalities and controversial issues. Cover story "How John Bogle Really Sees ETFs" covers the Vanguard founder's view of the exchange-traded fund field and its evolution. Feature article "Bill Gross vs. the Equity Cult" analyzes the bond maven's pessimism about equity returns.
The Long View
John Bogle was long a prophet without honor in the financial services industry.
Advice for the Next President; High Returns With Low Risk: September Research—Slideshow
The September issue of Research puts a prime focus on the upcoming election. In "Where Will They Steer Us?" Nicole Gelinas of the Manhattan Institute looks at Wall Street reform. In "A Bold New Direction," Senior Editor Kenneth Silber sketches out a radical tax overhaul. Other highlights of the issue...
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.
‘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?"...
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...