Mental Accounting
By Staff WriterIn today's highly competitive environment, advisors are employing various client-profiling tools to understand more about their clients' needs. Some have embraced a more comprehensive financial...
April 01, 2003
Enduring ValueTwo years ago, Investment Advisor took a broad look at the REIT and real estate investment market. In that story"(Is It Safe?" March 2001), a...
April 01, 2003
Couple or CompanionsYou just got a hysterical call from a long-time client. She's uncontrollably upset because he's had a massive heart attack and things don't look good....
April 01, 2003
Next in LineThere are some conversations that are just not destined to go well from the start: "Well, honey, the good news is that I did get...
April 01, 2003
Block That Spam!If you don't like to get junk e-mail, try Choice-mail. Choice-mail is a small company, and its eponymous application has 5,000 users. It's not a...
April 01, 2003
Little Fish, Big FishIn a sector as diverse as financial services, it's sometimes difficult to understand why all the companies in the sector are lumped together. Home to...
April 01, 2003
Breaking Bad NewsBad news--nobody likes receiving it. Giving bad news can be equally troublesome, particularly when the person you're delivering it to holds you responsible--and you're not....
April 01, 2003
The Virtues of IndependenceCambridge Investment Research, Inc. takes pride in being an independent broker/dealer. While other firms have sold out to huge financial services firms like AIG and...