September/October 2008—Practice Management/Marketing Services

Year Published: 


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©

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©