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HBS Working Knowledge
August 23, 2004
Ann Cullen |
New Challenges for Long-Term Investors Risk-reward. Rising interest rates. Stocks or bonds. There's lots to ponder when setting asset allocation strategy. And the answers might not come with "conventional wisdom."   |
Financial Planning
June 1, 2009
Jim Grote |
Finding Freedom Sixty-seven-year-old John Sestina, principal of John E. Sestina & Co. in Columbus, Ohio, believes his clients want financial independence, not retirement. |
Financial Planning
September 1, 2005
Donald Jay Korn |
The Evolving Practice Financial planning covers so many different strokes these days, for so many different types of folks, that it's difficult to generalize about the evolution of practice management. |
Registered Rep.
October 4, 2011
Charles Paikert |
Working With Pro Athletes: Dream Clients Can Also Be A Nightmare In theory, working with professional athletes sounds like a wealth manager's dream come true. But be careful what you wish for, say veteran observers: working with professional athletes can also be a nightmare. |
BusinessWeek
September 11, 2006
Lauren Young |
Taking Stock Of Your Adviser Many investors don't know how to evaluate the person in charge of their portfolios. These seven questions should help. |
Financial Planning
March 1, 2005
Christopher Franklin |
Beyond Bling Athletes must understand old-school financial values. That's the best lesson a planner can impart. Financial planners successful with the education process will have a client for life, not just for the flash years. |
Financial Planning
November 1, 2005
Suzanne McGee |
Why Can't We Be Friends? You socialize with your financial advisory clients. You know their dreams, fears and bad habits. How do you draw a professional line? |
Financial Planning
September 1, 2005
Bryce Sanders |
The Disgruntled Client How financial planners can know if they're about to lose a valued client relationship -- and what to do about it. |
Financial Planning
April 1, 2012
Ann Marsh |
No Stars in His Eyes Beverly Hills planner Jeff Fishman's approach to counseling lavishly compensated performers and executives is decidedly unsexy. |
CFO
March 15, 2006
Chuck Jaffe |
The Best Advice Choosing a financial adviser may be the biggest investment decision you make. |
