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By Kenneth Silber, Research |
February 1, 2012
Elizabeth Warren presents a conundrum for Wall Street. She is a forceful, well-prepared critic of the financial industry.
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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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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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By Kenneth Silber, Research |
December 26, 2011
The question is not whether the financial industry will encounter a volatile and difficult political climate this election year. The question is just how tough that climate will be.