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Investment Advisor
July 2008
Olivia Mellan |
Minority Report By 2050, minority groups will be the majority of Americans. Are investment advisors ready?   |
Investment Advisor
July 2009
Olivia Mellan |
The Psychology of Advice: Crash Consciousness To keep the current crisis from weakening your bonds with your clients, you need to tune into their beliefs and fears at the deepest level. |
Investment Advisor
February 2010
Savita Iyer-Ahrestani |
A Self-Imposed Barrier for Advisors Serving South Asian Clients The two issues that advisors interested in serving clients from the South Asian diaspora need to understand are: family and community. |
On Wall Street
August 1, 2013
Brad Klontz |
Understanding Needs of Multi-Cultural Clients Your clients come from a host of different cultures, whether you realize it or not. What are you missing? |
Registered Rep.
February 22, 2012
Charles Paikert |
The Asian Market: Q&A with Aspiriant Co-founder Tim Kochis Tim Kochis saw early on a growing opportunity in serving first- or second-generation Asian-American consumers in the U.S. Many of these individuals have complicated ties to businesses and families in their home countries. |
BusinessWeek
January 15, 2007 |
They're Muslims, And Yankees, Too A book examines the duality of Muslim-American life. |
American Family Physician
December 1, 2005
Gregory Juckett |
Cross-Cultural Medicine Cultural competency is an essential skill for family physicians because of increasing ethnic diversity among patient populations. |
HBS Working Knowledge
December 19, 2011
Michael Blanding |
The Great Wall of Trust New research investigates the difficulties for foreigners doing business in China, and what they can do to overcome the challenge. |
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 |
Investment Advisor
October 2010
Savita Iyer-Ahrestani |
Jewels in the Crown As wealth mushrooms in India, the need for Western-style advice grows |
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. |
Entrepreneur
November 2003
Aliza Pilar Sherman |
A Matter of Culture Do minority women face issues other entrepreneurs never do? |
HBS Working Knowledge
October 13, 2003
Graham & Lam |
Negotiating in China When U.S. and Chinese businesspeople sit at the negotiating table, frustration is often the result. This article summarizes the historical and cultural disconnects. |
Parameters
Summer 2007
Patrick Porter |
Good Anthropology, Bad History: The Cultural Turn in Studying War To wage war, become an anthropologist. Today's military confrontation of "the West vs. the rest" replays ancient differences between strategic cultures. |
Financial Planning
August 1, 2008
Stacy Schultz |
5 Questions with Catherine Smith A conversation with an advisor who has built a career reaching out to underserved minority markets. |
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? |
Trusts & Estates
May 2002 |
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc. |
Financial Planning
January 1, 2009
Deborah Fox |
Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets. |
Salon.com
December 12, 2001
Norah Vincent |
It's not just Hamas It's time for America to stop coddling the Palestinians -- they're bloodthirsty bigots who would have exterminated the Jews if they were in charge... |
AFP eWire
June 10, 2014
Melody Song |
Philanthropy in China In consideration of China's special relationship with our country, Canada's nonprofit sector should consider market specific strategy for fundraising success to engage Chinese philanthropists |
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. |
Reason
July 2003
Iraj Isaac Rahmim |
Where the Shah Went Alone Meditations on a life under tyranny |
The Motley Fool
August 16, 2006
Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
Registered Rep.
January 1, 2003
Bennett Voyles |
Serving Muslim Investors Reconciling Muslim religious requirements with standard Western investment practices isn't easy, but brokers say their basics are not difficult to understand. |
Finance & Development
December 1, 2005
Mohammed El Qorchi |
Islamic Finance Gears Up While gaining ground, the Islamic financial products industry faces unique regulatory challenges. |
Financial Planning
June 1, 2007
Jennifer M. DeLong |
The New College Try A college degree is invaluable, but it is worth more if it doesn't come with a debt load that burdens students and parents for years. College savings must take its rightful place as part of an integrated financial planning approach. |
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? |
Lucire
July 26, 2011
Elyse Glickman |
Lucire Living: Sophie's Choices While a career in life coaching can be lucrative, Sophie Chiche finds true enrichment in making a literal world of success stories and advice available to all. |
Finance & Development
December 2010 |
Good for Growth? The spread of Islamic banking can spur development in countries with large Muslim populations. |
Salon.com
November 21, 2002
Sheldon Drobny |
What would Moses drive? Jews once used their car-buying power to punish Nazis and anti-Semites. It's time to stop buying the SUVs that soak up the gas that provides the cash that sponsors terrorist attacks on Israel. |
Financial Planning
November 1, 2007
Stacy Schultz |
5 Questions Chuck Toth, head of education planning at Merrill Lynch and secretary of the College Savings Foundation, discusses a new study on the state of college savings. |
Inc.
March 2005
Ted C. Fishman |
How China Will Change Your Business Fourteen things every entrepreneur should know about the capitalist explosion heading our way. But don't assume that conceding China's rise means conceding to China. |
Salon.com
May 28, 2002
Marcy Spiegel Oster |
A settler's story My husband, children and I moved from Cleveland to the West Bank just before the latest intifada. We're told that we're the obstacle to peace -- but we don't see it that way... |
Salon.com
July 19, 2000
Michael Kress |
Higher calling Why did the Orthodox community ignore three decades' worth of allegations that Rabbi Baruch Lanner abused children in his care? Simple: He was good at his job. |
