-
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....
-
By Jane Wollman Rusoff |
December 26, 2011
WRITER DOROTHY PARKER cracked that the two most beautiful words in the English language were “check enclosed.” The three most beautiful words for winning financial advisory clients are “I get it!”
-
By Knut A. Rostad |
December 29, 2009
A snapshot of consumer attitudes right now is not a pretty picture and suggests there is a long road to travel before investor confidence returns.
-
By Mary Scott |
April 1, 2007
Which statement appears more frightening? "Social Security will run out of money in 2017" or "Social Security will run out of money in 10 years."...