Strategy & Management

Magazine articles on business strategy, management and leadership.

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Financial Planning May 1, 2012 John J. Bowen, Jr.	Borrow From the Best One of the best ways to learn what it takes to succeed in our business is to look at the best practices of elite financial advisors who are enjoying tremendous success in the marketplace.
Financial Planning May 1, 2012 Donna Mitchell	Savvy, Direct Investing The investment team at Gimbal Financial, an independent advisory firm, doesn't outsource all its investment management for clients anymore. Just two years ago, the Fishers, Ind., practice began using its own in-house investment strategy.
Financial Planning May 1, 2012 Jennifer Woods Burke	Gotcha! Audits Get Tougher This year, the SEC and FINRA launched a webinar for firms detailing their expectations and reaffirming that whether a firm is large or small, regulators expect the same level of diligence when it comes to audits.
Financial Planning May 1, 2012 Samantha Allen	The Producers While the number of advisors who use online video is small, those who do are getting more sophisticated in their approach. They're also seeing benefits for their practices.
Financial Planning May 1, 2012 Mason Braswell	Young Bucks As more of the baby boomer generation heads toward retirement, their Generation Y kids are emerging as a client base to take seriously.
Financial Planning May 1, 2012 Jim Grote	Mastering a Niche Mark Balasa of Balasa Dinverno Foltz says, "It's easy to get lost in Chicago. Our two niches - business owners and women - help us stand out. They function as a branding tool."
Financial Planning May 1, 2012 Ann Marsh	Women Advisors Forum/Dallas: Accelerate Your Practice SourceMedia's showcase event series for women advisors will bring together speakers and panelists with expertise and experience to help female planners everywhere build the strength and value of their practices.
Financial Planning May 1, 2012 Ann Marsh	Person of Interest: Poaching the Wirehouses Just 15 months old, Middleburg, Va.-based Washington Wealth Management is growing on a tear, with more than $500 million in AUM and no slowing in sight. Co-founder Tony Sirianni's growth strategy is built on a specific target: wirehouse advisors who are no longer feeling the love.
On Wall Street May 1, 2012 Lorie Konish	Wealth Firms Need to Sharpen Their Consumer Focus Wealth management firms need to be more nimble in meeting the demands of clients in order to best capture the surge in available assets over the course of this decade.
On Wall Street May 1, 2012	Five Questions With Daniel Kahneman Daniel Kahneman, the 2002 Nobel Prize winner in economics and the author of the best-seller Thinking, Fast and Slow, tells us how both emotional and deliberative thinking figures into the client-advisor relationship.
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