- Research
- Research is a publication providing coverage and analysis of the field of investing.
Most Recent Articles from Research 
Got empathy? Client feelings can run amok, so don't ignore them--work with them.
"I don't have any empathy." THE PLANNER SPOKE DIRECTLY to Susan, nodding his head in the direction of a booth display for the Kinder...
12/1/05 by Galvan, Susan; Kinder, Susan; Kinder · More from publicationDo it your way: the one best model for setting up a firm is your model.
IN MY LAST ARTICLE I illustrated how financial advisors can be paid for all of their work - regardless of the client's financial situation. I am an...
12/1/05 by Garrett, Sheryl · More from publicationPostmortem paperwork: by helping your clients gather long-forgotten documents, you can make a difficult time easier.(strategies)
WHEN A CLIENT'S PARENT DIES, we, as financial advisors, have been there to guide them through the complexities of managing their inheritances,...
12/1/05 by Kaizerman, Mark H. · More from publicationShow up for your life: here's a new practice management tip--slip out of the office and watch.
AS YOUNGER BOOMERS, we were all about living in the present. We sang with the Grass Roots, "Sha-la-la-la-la-la, live for today" and...
12/1/05 by Helgoe, Laurie A. · More from publicationThere's no place like home: Boomers' homes can be many things--but emotionally, they're still castles.
What is the single investment that means the most to your Boomer clientele? For many 40- and 50-somethings, there's simply no place like home....
12/1/05 by Aschkenasy, Janet · More from publicationTechno style: Boomers adore their computers, and this relationship affects the way they communicate with everyone, including their advisors.(lifestyle)
WHEN BOOMERS WERE children, computers were the mysterious and frightening property of large companies and government agencies. They were going to...
12/1/05 by Miller, Rock · More from publication
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