Research

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Articles in August 2004 issue of Research

• Putnam ex-CEO gets $78m.(Easy Street)(Lawrence Lasser, Putnam Investments Inc.)(Brief Article)
  by Martin, Robert Scott
• Responsible fund site cloned.(Pax Frank)(Brief Article)
  by Martin, Robert Scott
• How to beat the profit squeeze.(Joseph Deitcgh, Commonwealth Financial Network)(Interview)
  by Uzelac, Ellen
• Annuity timer punished.(New Field For Abuse)(Davenport and Company of Virginia Inc.)(Brief Article)
  by Martin, Robert Scott
• PIMCO charges dropped.(Clean Slate)(Pacific Investment Management Co.)(Brief Article)
  by Martin, Robert Scott
• By the side of the road: advisors who neglect to protect their client's income--the very source that funds their retirement and other investments--are but bystanders to their client's financial well-being.(Your Clients For Life)
  by Anthony, Mitch
• Blue-period blue chips?(Alternative Vehicles)(art industries and trade)(Brief Article)
  by Martin, Robert Scott
• Capture cash assets.(Convergence)(Brief Article)
  by Martin, Robert Scott
• Steering you right: leading-edge advisors are getting unvarnished feedback, creative ideas, greater accountability and an improved bottom-line through client advisory boards.(investment advisers)
  by Rusoff, Jane Wollman
• The death of sell-side research?(Chinese Walls)(Brief Article)
  by Martin, Robert Scott
• Taking baseball to the troops.(Boys Of Summer)(Brief Article)
  by Martin, Robert Scott
• People person: Carrie Coghill's passion for education has led to national TV appearances and two books, but her focus remains on the client.(The winner's Circle)(D.B. Root and Company Inc.)
  by Shook, R.J.
• Schwab's summer slump.(The Doldrums)(Charles Schwab & Company Inc.)(Brief Article)
  by Martin, Robert Scott
• Mystery listing in Berlin.(Global Markets)(Brief Article)
  by Martin, Robert Scott
• The mutual fund labyrinth: it's time to end the rigid pricing of mutual funds that fails to address investors' different service preferences.(the Final Bell)
  by Harvey, Lou
• Three pieces of advice.(Publisher's Letter)
  by Tyndall, Bob
• Tool performs E-mail triage.(Working Smarter)(Brief Article)
  by Martin, Robert Scott
• Seller beware: with a regulatory crackdown looming, advisors should take extra precautions to make sure any VA sales are in keeping with industry best practices.(The ethical Advisor)
  by Weinreich, Gil
• Giving your clients a fixed-income advantage: with less-than-transparent transaction costs, how can you be sure your clients are getting a fair deal on individual bonds?(product Management)
  by Drucker, David J.
• Preventing rate shock.(Tightening Cycle)(Brief Article)
  by Martin, Robert Scott
• Business Planning 102: advisors torn between prospecting and servicing existing clients need to cut down on selling time. Here's how.(sales Seminar)(Column)
  by Good, Bill
• Who is afraid of high oil prices? OPEC's power to paralyze industrial economies is a thing of the past thanks to a technology revolution vastly mitigating our dependence on oil.(global Investment)(Organization of the Petroleum Exporting Countries)
  by Bayer, Alexei
• Letting reps pick a platform.(Clearing Options)(Brief Article)
  by Martin, Robert Scott
• Fidelity dumps soft-dollar deals.(Paying For Propriety)(Fidelity Investments)(Brief Article)
  by Martin, Robert Scott
• Watchdogs bite bear.(Regulatory Woe)(Brief Article)
  by Martin, Robert Scott
• T. Rowe Price's hometown loyalty.(Baltimore Bred)(T. Rowe Price Group Inc.)(Brief Article)
  by Martin, Robert Scott
• High touch: FPA executive director Marv Tuttle's ambitious advocacy and professional development agenda is aimed at attracting new members and satisfying veterans.(profiles In Success)(Financial Planning Association)
  by Uzelac, Ellen
• Fund investigation continues.(The Hot Seat)(MainStay)(Brief Article)
  by Martin, Robert Scott
• Back to the future: Jodie Hale, vice president and director of retirement plan marketing at Pioneer Investments, has reinvented the pension plan, turning a formerly endangered species into a retirement product for the 21st century.(Q&A)(Interview)
  by Martin, Robert Scott