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Registered Rep.
November 5, 2012
Lauren Barack |
All By Myself You don't have to give up the best tech toys when you go independent, but the learning curve can be steep.   |
Registered Rep.
November 5, 2012
Scott Smith |
Look Before You Leap The very benefits IBDs have used to lure advisors may actually be their undoing. |
Registered Rep.
November 5, 2012
Jennifer Popovec |
REIT Conversions: A Creative Way to Unlock Shareholder Value Several well-known and successful companies recently have announced plans to convert to a REIT. REITs trade at higher multiples. But just what constitutes real estate anyway? Office shelves? |
Registered Rep.
November 5, 2012
Jennifer Popovec |
Yield-Hungry? Can't Eat on 1.6% Net lease REITs are luring yield seekers. |
Registered Rep.
November 5, 2012
David Geracioti |
Editor's Letter: Women investors are taking charge Financial advisors better get past the "women-aren't-good-with-money" stereotype because "over the next several decades women will inherit approximately $28.7 trillion in assets as a result of intergenerational wealth transfers |
Registered Rep.
November 5, 2012
Matt Oechsli |
Speaking the Same Language For affluent women, communication with their financial advisor is key. Here's how to speak the same language. |
Registered Rep.
November 5, 2012
Jerry Gleeson |
Blotter: November 2012 The .44 Magnum Leveraged Financing Program proved to be a bad shot for investors who lost $5.77 million in a securities fraud. In addition, The SEC charged James S. Quay, a convicted felon and disbarred attorney, with steering two elderly Atlanta-area women into a bogus investment.scheme. |
Registered Rep.
November 5, 2012
Diana Britton |
60 Seconds with Dean Zayed He founded Brookstone in 2006 to offer managed money capabilities to independent insurance agents. He tells us how he got involved in that area. |
Registered Rep.
November 5, 2012
Jerry Gleeson |
Waning M&A for RIAs Blame it on fiscal cliff nervousness, volatile stock markets, or the uncertainties that accompany a tepid economic recovery, but the world of mergers and acquisitions in the registered investment advisor channel is having a lackluster 2012. |
Registered Rep.
November 5, 2012
John Aidan Byrne |
From Hollywood to the Boardroom Dean Erickson is a financial advisor in West Los Angeles, and few FAs can claim his kind of wide-ranging background: He has worked as a professional actor, writer, self-help guru, and motivational speaker. |
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