How Next-Gen Advisors Do Business; Seeking Better 401(k)s: July Research Highlights—Slideshow
The July 2014 issue of Research magazine looks at the future of financial advice from multiple angles. The cover story, "Next-Gen Advisors Have Arrived," profiles four up-and-coming young advisors in the Los Angeles area.
Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow
"Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.
Seeking Advisors’ Real Value; Generating High-Tech Leads: February Research—Slideshow
The February issue of Research magazine takes an in-depth look at what value financial advisors actually provide to their clients. Ellen Uzelac's feature article "Here's Your Lead Generation Machine" probes how technology is providing new ways to find and engage prospective clients. "A Broker Who Broke Bad" offers the story,...
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.
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...
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.
The Next Congress
This year’s congressional elections hold considerable potential to reshuffle power on Capitol Hill.
New Jersey’s Gov. Chris Christie is a rising star in Republican national politics.
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...
The Third Choice
Americans Elect is an organization that aims to provide an alternative to the Democratic and Republican candidates in this year’s presidential elections.