Strategy & Management

Magazine articles on business strategy, management and leadership.

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Financial Planning December 1, 2011 John J. Bowen, Jr.	Strategies for 2012 and Beyond In these volatile times, you have an excellent opportunity to build relationships with high-net-worth investors who are actively looking for advisor alternatives. With that firmly in mind, here are some key strategies and tactics that will make a big difference over the next year and beyond.
Financial Planning December 1, 2011 Jim Grote	The Mitigator Marc Henn divides his clients into three basic groups: four family-office clients with a minimum asset base of $15 million; three clients transitioning to family-office status with an asset base of $7 million to $15 million; and wealth management clients with a $1 million minimum.
Financial Planning December 1, 2011 Danielle Reed	Alternative Benefits Defined benefit plans have relied on a much broader range of asset classes and have historically outperformed defined contribution plans, says Bill McDermott, head of defined contribution services at Goldman Sachs Asset Management.
HBS Working Knowledge December 1, 2011	Thinking Slow: An Argument for Bureaucracy? Jim Heskett explores the argument for a more deliberative approach to problem solving offered up in the new Daniel Kahneman book, Thinking, Fast and Slow.
On Wall Street December 1, 2011 Elizabeth Wine	Best Bets for 2012 All analysts acknowledge the whipsaw volatility of the stock market, and many are looking to income generators. Most are fans of dividend-paying stocks from companies with strong balance sheets.
On Wall Street December 1, 2011 Alan J. Foxman	When Clients Make Questionable Decisions What is our fiduciary duty regarding elderly clients with diminishing mental capacity?... An elderly couple, who are clients of one of our investment advisors, want to name him in their wills as the trustee of a trust for their child...
On Wall Street December 1, 2011 Carri Degenhardt-Burke	Does Your Firm Have Your Back? From managers to million dollar producers, we scoured Wall Street to Main Street to be told repeatedly that constant communication and perspective can help see your clients through the difficult times and into the good.
On Wall Street December 1, 2011 Ann Marsh	All In The Family In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans.
On Wall Street December 1, 2011 Frances A. McMorris	Know Your Client To Serve Your Client The so-called "soft" people skills no longer take a back seat to the harder disciplines. They simply cannot. You have to know your client to properly serve them.
CRM December 2011 Eric Barkin	The Monday Morning Numbers on Movie Marketing How international growth, social media, and a decline in DVD sales are changing the film industry's marketing strategies.
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