September/October 2008—Practice Management/Marketing Services
Feature Articles
"Trends in Asset Management," James McCaughan and Nora M. Everett
"Realizing the High-Net-Worth Opportunity," Hannah Shaw Grove
"Monitor Industry Success," Dan Inveen, CFA©
"The Family Office Challenge," Scott Mullen
"Protocol for Broker Recruiting," Thomas Lewis, Esquire
"How to Recruit Top-Level Advisors," Allan Starkie, Ph.D.
"Redefining Retirement for Baby Boomers," Dan Richards
"Unifed Managed Accounts—Turbo-Charge Your Practice," John P. Collins, CIMA©, ChFC, and Daniel K. Penrose, CIMA©
"Is a Real Deal Inevitable?" Philip Palaveev
"The Uniform Prudent Management of Institutional Funds Act," Richard P. Triolo, J.D.
"Pain Management in a Decrepit Decade," Ron Surz, CIMA©

Ethics
"Neuroethics, Sudoku, and Monks," Steve Lawler

Book Review
The Opposable Mind: How Successful leaders Win Through Integrative Thinking, Roger L. Martin

Geek Speak
"Displaying the Growth of Assets Properly," Rex Macey, CIMA©, CFA©
 

 



 

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