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•KEN FISHER ON THE SCIENCE OF INVESTING •PROF. MILEVSKY ON THE RETIREMENT RISK ZONE
FEBRUARY 2007




                HELPING ADVISORS HELP THEIR CLIENTS                                        w w w. r e s e a r c h m a g . c o m




                                  FEE-
                                  BASED
                                  BUSINESS
                                   The trend is real, but the progress has
                                   been slow: 87 percent of advisors now do
                                   some fee business, but only 16 percent
                                   of client assets are in fee accounts.




                                                                               THE
                                                                        ALSO SEE
                                                                      INVESTMENT
                                                                          SECTION
                                                                                 PAGE 77
JUNE 2006




            WHERE FINANCIAL ADVISORS FIND RESULTS            w w w. r e s e a r c h m a g . c o m




                   going
                        Independent                 More Choices than
                                                         Ever Before
            Can financial advisors
            take a vacation?

            Alexei Bayer on how
            to succeed at the Fed

            Smith Barney unites its
            top consulting teams
a Research: Investing Guide
                                                IN   PARTNERSHIP   WITH
                                    nAtionAl ASSociAtion of ReAl eStAte inveStment tRuStS
                              the




                              The Research Magazine Guide to



                              REIT
                              INVESTING




                               A SpeciAl Supplement              ReSeARch: mAgAzine
                                                            to
WEALTH
       SEPTEMBER 2007




 MANAGER
 The
ContrarianInvestor
                         p.46



                        There’s Nothing
                           Conventional
                         About Wisdom
                             Any More
Pink Floyd
                        Insight and
                        Information for
                                          speaks out
                        the Financial
                                          on the
                        Advisor
                                          importance
                        march 2007


                                          of money.
                                          >30
                                          www.wealthmanagermag.com




 THE AFRICAN-AMERICAN
 COMMUNITY IS A
 MISUNDERSTOOD
 MARKET—AND AN
 UNDERSERVED ONE.




BLACK
 WEALTH
  PAGE 42
Summit Business Media - magazine design

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Summit Business Media - magazine design

  • 1.
  • 2. •KEN FISHER ON THE SCIENCE OF INVESTING •PROF. MILEVSKY ON THE RETIREMENT RISK ZONE FEBRUARY 2007 HELPING ADVISORS HELP THEIR CLIENTS w w w. r e s e a r c h m a g . c o m FEE- BASED BUSINESS The trend is real, but the progress has been slow: 87 percent of advisors now do some fee business, but only 16 percent of client assets are in fee accounts. THE ALSO SEE INVESTMENT SECTION PAGE 77
  • 3. JUNE 2006 WHERE FINANCIAL ADVISORS FIND RESULTS w w w. r e s e a r c h m a g . c o m going Independent More Choices than Ever Before Can financial advisors take a vacation? Alexei Bayer on how to succeed at the Fed Smith Barney unites its top consulting teams
  • 4. a Research: Investing Guide IN PARTNERSHIP WITH nAtionAl ASSociAtion of ReAl eStAte inveStment tRuStS the The Research Magazine Guide to REIT INVESTING A SpeciAl Supplement ReSeARch: mAgAzine to
  • 5. WEALTH SEPTEMBER 2007 MANAGER The ContrarianInvestor p.46 There’s Nothing Conventional About Wisdom Any More
  • 6. Pink Floyd Insight and Information for speaks out the Financial on the Advisor importance march 2007 of money. >30 www.wealthmanagermag.com THE AFRICAN-AMERICAN COMMUNITY IS A MISUNDERSTOOD MARKET—AND AN UNDERSERVED ONE. BLACK WEALTH PAGE 42