Ellen Uzelac

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  Carving Out an Indie Niche; Boosting Client Communication: June Research—Slideshow

  By Editorial Staff  |  May 25, 2012

  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.

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  Finding Financial Crisis Culprits; Selling Advisors Like iPhones: May Research—Slideshow

  By Editorial Staff  |  April 27, 2012

  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.

• Guy Kawasaki on `Enchantment’

  By Ellen Uzelac  |  April 25, 2012

  In his book, Enchantment: The Art of Changing Hearts, Minds, and Actions, bestselling business guru Guy Kawasaki says that if you want to get people on your side, you have to enchant them.

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  Simplifying Your Practice; Seeking Hidden Value: April Research—Slideshow

  By Editorial Staff  |  March 27, 2012

  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...

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  ‘Reformed Broker’ Speaks Out; Firms Hunt New Advisors: March Research—Slideshow

  By Editorial Staff  |  February 24, 2012

  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?"...

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  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.

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  Advising International Clients; Looking Beyond Wirehouses: February Research—Slideshow

  By Editorial Staff  |  January 27, 2012

  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...

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  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....

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  2011 Advisor Hall of Fame; Experts Assess 2012: December Research—Slideshow

  By Kenneth Silber, Research  |  November 22, 2011

  The December issue of Research magazine showcases the 2011 Advisor Hall of Fame. Now in its 21st year, this annual feature is a benchmark of excellence in the industry. Another highlight: the Research Roundtable looks ahead to 2012. This expert panel convenes annually to assess how market developments will play...

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  Retirement Dreams Evolve; Mentors Matter: November Research—Slideshow

  By Kenneth Silber, Research  |  October 25, 2011

  In Research’s November cover story, Ellen Uzelac examines how clients' hopes and expectations for their later years have changed rapidly — and how advisors can make the most of these challenges. Also in the issue: “Making the Most of a Mentor” and "A Lost Decade for Advisors?” discusses...