Research Magazine July 2007

Features

  • Giving & Receiving

    By Ellen Uzelac

    There is no deeper way to connect with clients than through the philanthropic impulse -- yet many advisors steer clear of the conversation. As Randy Fox,...

  • The Partnership Predicament

    By David J. Drucker

    Why do advisors consider taking on a partner in the first place? Maybe it's in hope of realizing economies of scale. Or maybe it's because...

News

Voices/Columnists

  • The 22 Dimensions of an Investor

    By Bill Good

    My request to you for your best profiling questions was a homerun both for me and hopefully for you. I learned a tremendous amount about...

  • Client Depreciation

    By Bill Miller

    While attending a recent broker-dealer conference, I had the opportunity to talk with a group of financial advisors in a relaxed, pub-like atmosphere. Just like...

  • Textbook Case

    By Mary Scott

    Lewis J. Altfest, one of the most quoted financial planners in the industry, has written what many consider to be the ultimate text on financial...

  • Is the Pension Plan Dead?

    By Marie Swift

    Traditional pension plans may be underfunded, but while employees of large corporations may eventually face a crisis if their pension payments dry up, many financial...

  • The Prospect of Discovery

    By Patricia J. Abram

    In my last column, I described the pivotal importance of finding out what matters most to your clients financially, in every major area of their...

  • Combining Business and Family

    By Alexei Bayer

    Mitchell Frank has driven down for our lunch from his office in White Plains, in suburban Westchester County. "It's nice to be out of the office,"...

  • Investor Beware

    By Alexei Bayer

    If you still have doubts whether or not there is a massive bubble in emerging financial markets, just look at the eurobond market. The JPMorgan...

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