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National Real Estate Investor
August 1, 2004
Michael Wagner |
Q & A An interview with Mark Decker, investment banking and financial services firm R.W. Baird's new REIT leader, on the company's expansion into that market.   |
National Real Estate Investor
August 1, 2004
John B. Levy |
A Pleasant Surprise for CMBS Volume In today's commercial property market, lenders are competing fiercely for business. In fact, most observers say that they have never seen such liquidity in the commercial real estate sector. |
Registered Rep.
August 3, 2004
John Churchill |
The Beginning of Reconstruction Advisors at firms involved in the settlement with the SEC are required to give clients access to research from three different independent providers. What impact will this have on investors and the reputations of advisors? |
The Motley Fool
August 3, 2004
Nathan Slaughter |
Principal's Strength Intact Despite an earnings drop, the nation's leading 401(k) provider still has pockets of strength. The stock clearly deserves consideration for investors interested in the financial services sector. |
The Motley Fool
August 3, 2004
Tim Beyers |
Franklin's Unsettling Settlement The fund firm brokers a nearly meaningless deal with regulators. The $50 million penalty seems anything but serious when compared with the settlements agreed to by firms that have truly humbled themselves. |
Financial Advisor
August 2004
Raymond Fazzi |
Planning For The Long Run The wealth management firm Lowry Hill feels like its ability to simplify the lives of affluent families is why clients rarely leave. |
Financial Advisor
August 2004
Grove & Prince |
U.S. Small Business Owners: Product Use and Interest For financial advisors sizing them up as clients or prospects, they are excellent candidates. But their complex needs and family situations require unique solutions. |
Financial Advisor
August 2004
Bill Bachrach |
Be Willing to Get Tough Financial advisors have to stick with the program and not waffle whenever a situation feels uncomfortable or someone might dislike what they tell them -- and so do their clients. |
Financial Advisor
August 2004
David J. Drucker |
The New Way to Growth: Buying Another Practice Catching the seller's eye: The key to getting the seller's attention and convincing him to choose you to buy his practice isn't slick marketing that covers up inexperience or lack of capacity. |
Financial Advisor
August 2004
David L. Lawrence |
Making Practice Efficiency Happen Adopting an office environment that stresses the importance of the client-centered experience is a key to improving your office efficiency and the effectiveness of your financial practice. |
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