Adam Koos

  • Advising Across Borders

    By Ellen Uzelac  |  February 1, 2012

    Serving internationally mobile clients is a growth business for advisors savvy about the ways of the world.

  • Careful Language Wins Clients; Wall Street Feels Political Heat: January Research—Slideshow

    By Editorial Staff  |  December 26, 2011

    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....

  • Health Care Is the New Wealth Care

    By Ellen Uzelac  |  December 26, 2011

    WITH THE OLDEST BABY BOOMERS turning 66 this year, many are worried sick about the rising cost of health care. And no wonder. Health care expenses in retirement can run hundreds of thousands of dollars — not exactly pocket change.