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Registered Rep. September 10, 2003 David A. Gaffen	Existing Clients Want More Advice The good news for reps is that the world doesn't hate you. The bad news is that acquiring clients -- particularly affluent ones -- is getting a lot more tough.
BusinessWeek January 15, 2007	They're Muslims, And Yankees, Too A book examines the duality of Muslim-American life.
Reason December 2001 Sam MacDonald	Interview: A Different Sort of Conservative Muslim Abdulwahab Alkebsi is the executive director of the Islamic Institute, a Washington think tank that "facilitates the development of grassroots Muslim political movements that are economically conservative"...
Financial Advisor May 2004 Joel Bruckenstein	Software With A Conscience A new online service, IWF Advisor from IdealsWork Financial, may offer advisors a solution to the tricky problem of finding a cost-effective way to align a client's social agenda and financial needs.
Entrepreneur April 2008 Gwen Moran	The Muslim Market How can you reach out to this fast-growing group of consumers?
Registered Rep. January 1, 2003 Pam Black	A Separate Reality The separately managed account revolution might well be sweeping the financial services industry. That transformation, while still somewhat slow, is inexorable, but also incomplete. So far, for the most part, SMAs aren't being used correctly.
Registered Rep. October 1, 2002 David A. Geracioti	Outgrowing the Series 7? Registered investment advisors must take the Series 65 exam. As the line between brokers and financial advisors blurs, what responsibilities do brokers that dispense advice and collect a fee based on assets have?
Registered Rep. June 1, 2004 Kevin McKinley	Fee-ling Good Tips for financial advisors on establishing and maintaining fee-based relationships the right way.
BusinessWeek August 8, 2005 Assif Shameen	Islamic Banks: A Novelty No Longer Lenders that avoid charging interest, in line with Koranic rules, are spreading - even among Western institutions
The Motley Fool March 12, 2004	Discount vs. Full-Price Brokers Why should you pay 10 times more for a stock trade?
The Motley Fool May 20, 2004 Tim Beyers	American Express Unit in Scandal The broker could be a target of a regulatory inquiry into mutual funds revenue-sharing. How can you tell if your own broker or advisor has a conflict of interest?
The Motley Fool May 28, 2008 Selena Maranjian	Islam and Investing Certain funds make complying with the Shariah much easier.
Registered Rep. May 1, 2004 Ilana Polyak	The Silent Strong Type American Funds tops the list of best-selling funds groups.
Entrepreneur August 2005 Chris Penttila	Prayer Meeting Globally, there are an estimated 2 billion Muslims, with 7 million living in the United States. Can employers meet their requests in the workplace?
ifeminists March 25, 2003 Wendy McElroy	Laying Down 'the White Woman's Burden' The most recent stereotype to bombard the American psyche is of the Muslim woman who lives veiled and in fear of all men who, by virtue of their maleness, are her oppressors. But is it true in general of Arab-Muslim women who have become the focus of world attention?
Registered Rep. January 1, 2003 Gaffen & Geracioti	The Future of the Industry The broker has to be a person who can handle every aspect of a client's financial life. The broker must evolve into a kind of chief financial officer for the client -- managing everything from investments to insurance to estate planning to mortgage banking.
ifeminists February 7, 2007 Wendy McElroy	Culture Connection: Your New Muslim Neighbors The assimilation of North America's Muslim population will involve wrestling with some odd questions. The answers may well be foreshadowed by two recent events in Canada, which represent polar opposite reactions.
ifeminists August 18, 2004 Dirk Verhofstadt	Muslims Need Critical Thinking - Irshad Manji With her book The Trouble with Islam the Canadian journalist and lesbian feminist joins the growing number of female Muslims that condemn the oppression of women in the Muslim world.
Registered Rep. May 14, 2004 John Churchill	Whom Do You (Trust) The brokerage business is good --- or better, at least. The market is climbing slowly, firms are showing a profit and hiring again (albeit after massive layoffs), and, according to industry studies, affluent investors are in search of advice.
Registered Rep. July 1, 2003 David A. Gaffen	Is it Safe Yet? Does the phone ring with a sweeter tone? Is the workday flying by? Do clients smile at you when you bump into them at restaurants? Has perhaps the market found its bottom and have clients recovered their nerve? Is it safe to go back to business as usual?
Financial Advisor April 2004 Sydney LeBlanc	What Have You Done For Me Lately? Are advisor marketing tools and business development what they should be?
Reason June 2006 Cathy Young	The Jihad Against Muslims Radical Islam poses problems for the West, from within and from without. But if our response turns to bigotry directed at all Muslims, it will leave little reason for hope.
Salon.com October 18, 2001 M. A. Muqtedar Khan	A memo to American Muslims It's time for us to search our souls. How can the message of Muhammad become a source of horror and fear? How can Islam inspire thousands of youth to dedicate their lives to killing others?
AskMen.com August 19, 2001 Rashmikant Patel	The A To Z Of Successful Investing Having a disciplined and simple approach to investing is what financial planning is all about. I have listed a few rules of thumb that will make you a successful investor...
Registered Rep. December 1, 2002 David A. Gaffen	Light A Candle, or Curse the Darkness For brokers and financial advisors, 2002 may be remembered as the year in which those who knew they had the right stuff redoubled their efforts to elevate their skills and become the kind of advisors who could survive the bear market and build a 21st century practice.
Registered Rep. December 1, 2002 David A. Gaffen	Manning the Phones When wirehouses and other major brokerages introduced the notion of call centers a couple of years ago, brokers were suspicious. Although they understood the logic behind the move, it was a difficult adjustment. But call centers are here to stay and brokers are learning to live with them.
Financial Advisor December 2003 Grove & Prince	The Financial Life Of Senior Executives Who do America's top executives favor as their primary financial advisor and how did they find that advisor?
Reason April 2005 Charles Paul Freund	Madrassas Molesters A minister in Pakistan's religious affairs department says there were 500 complaints last year of child sex abuse by clerics in madrassas, Muslim religious schools. Is the culture common to Islamic nations morally dysfunctional?
Registered Rep. November 1, 2003 David A. Gaffen	Is Wall Street Abandoning Main Street? Are the major brokerage firms losing interest in the everyday investor who has been the very foundation of many of its successes?
BusinessWeek July 25, 2005 Stanley Reed	Arming Britain's Muslim Youth With A Future With a jobless rate twice the country's norm, British Muslims need more than social outreach -- they need positive role models.
Registered Rep. October 1, 2004 Will Leitch	The Rep's Ugly Friend As the industry continues its inexorable march toward "wealth management," advisors have had to add new tools to their workbenches. Among all of them, reps seem to have the most trouble getting comfortable with life insurance.
Parameters Autumn 2006 Raymond L. Bingham	Bridging the Religious Divide Academicians, east and west, hotly debate the fundaments of the war on terror. In our nation's capital, decision-makers and renowned scholars meet regularly to posit the pros and cons of U.S. foreign policy.
Registered Rep. July 23, 2003 Nigel Goodman	Servicing Your HNWs A recent Fidelity Investments survey shows that affluent clients will still replace their advisors if they are not meeting portfolio goals. Predictably, the survey encourages advisors to become more attentive to the needs of their affluent clients.
Registered Rep. February 27, 2003 Will Leitch	Wealthy Clients Growing Disenchanted with Advisors A just-released report from the Spectrem Group, a Chicago-based consulting firm specializing in the affluent market, says only 59 percent of high net-worth clients are pleased with their advisors' performance. That's down from a 79 percent satisfaction rate just two years ago.
Registered Rep. December 8, 2015	2015 Broker Report Card: Fiduciary Worries The Department of Labor is set to rule that brokers working with retirement accounts meet a fiduciary standard.
Financial Advisor September 2004 Grove & Prince	How U.S. Small Business Owners Find Their Advisors Referrals and trustworthiness are key elements for financial advisors in gaining this high-end business.
Investment Advisor March 2006 Melanie Waddell	Piling On Keeping up with compliance chores will continue to occupy a substantial portion of advisors' time, as industry officials and observers are steadfast in their belief that regulatory scrutiny by the SEC and NASD isn't going away.
Financial Planning January 1, 2011 Martin Shenkman	Keeping the Faith When it comes to estate and financial planning, religious topics are rarely discussed and almost never integrated into planning.
The Motley Fool January 10, 2006 Rich Smith	The World's Best Broker By quoting companies' minute-by-minute price movements, brokers play on your emotions and encourage you to trade more often. It's a strategy calculated to enrich the broker -- not you. Still, there's no rule that compels you to play this game.
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
The Motley Fool October 28, 2005 Dayana Yochim	Great Commercial. Good Broker? Investors, ignore the clever ad campaigns of brokerage firms and focus on what's best for your wallet. Here's a brief guide to choosing a broker.
Registered Rep. October 1, 2005 Mindy Diamond	What Size Pond? It is important for advisors to find a firm that is a good fit for their particular goals. In many cases, small firms work well. For advisors looking to expand their books aggressively, larger firms are often -- but not always -- a good option.
Registered Rep. February 29, 2012 Jerry Gleeson	It's a Tough Route for Younger Advisors Anew report by Charles Schwab, which shows that advisors under the age of 40 are more likely than their older peers to feel pressure to grow their book of business, or to focus on selling proprietary products.
The Motley Fool December 10, 2004 Selena Maranjian	Types of Investors: Which Are You? Knowing who you are can help you understand yourself and how you approach making money. Learn about some classifications of investors and which brokerage is right for you.
Financial Advisor February 2004 Gail Liberman	Coming To America Advisors may face new challenges from more foreign-born clients.
BusinessWeek October 13, 2003 Michael Shari	Keeping Money in Line with Mecca Islamic finance learns to accommodate the religious dictates of the Koran.
Investment Advisor December 2009 Kathleen M. McBride	B/D Briefing: Surprise Broker Sentiment Most appear to support a fiduciary standard.
Registered Rep. November 1, 2004 Will Leitch	The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all.
Finance & Development December 2010	Good for Growth? The spread of Islamic banking can spur development in countries with large Muslim populations.
Financial Advisor July 2012 Jim McConville	RIAs Catching Up To Brokers In Compensation The compensation gap dividing elite independent advisors and top Wall Street brokers is closing, according to new research.