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Registered Rep.
February 2013
David A. Geracioti |
Editor's Letter: February 2013 The editor thanks financial advisors for their survey participation and talks in more detail about the firms that took part.   |
Registered Rep.
January 29, 2013
Mindy Diamond |
Independent But Not Alone: How a Former Wirehouse Advisor Leveraged Her Independence to Achieve New Heights In this interview, Michelle talks about her decision to leave the wirehouse world six years ago. |
Registered Rep.
January 28, 2013
John Kador |
Gallery: Ten Apps that Help Financial Advisors Deliver the Goods Whatever your requirements -- managing accounts, reviewing portfolios, communicating with clients, plotting travel -- there are usually dozens of competing apps from which to choose. |
Registered Rep.
January 28, 2013
Anne Field |
Grooming the Reluctant Apprentice A New Jersey advisor thought he had the perfect match for a junior partner, until she got cold feet about moving into the client spotlight. Our panel of experts helps them reconcile opposing goals. |
Registered Rep.
January 23, 2013
Brad Zigler |
"Hedge" Is the Word for 2013 In 2013, the market for alternative investment exchange-traded products seems to revolve around one word. That word is "hedge." Judging by their proportion of regulatory filings and launches last quarter, product sponsors are keen on risk-controlled equity and bond plays. |
Registered Rep.
January 22, 2013
Matt Oechsli |
Creatures of Habit Here are some examples of how this habit loop worked for three elite advisors who were part of our coaching program. By sheer coincidence, each had set a personal goal of bringing in $25 million of new assets in 2012, and each advisor surpassed their goal. |
Registered Rep.
January 18, 2013
Kevin McKinley |
Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills. |
Registered Rep.
January 16, 2013
Stan Luxenberg |
The Rise and Fall of Load Funds All hail no loads and ETFs! Will the move away from loads and commissions continue? Yes, says Avi Nachmany, research director of Strategic Insight. "The old commission business is fast disappearing," says Nachmany. |
Registered Rep.
January 16, 2013
Diana Britton |
DOL's Fiduciary Proposal Presents Renewed Threat to Securities Industry SIFMA expects a DOL fiduciary proposal in the second quarter of this year, renewing the industry's concern over the possible legislation, which the organization says is contrary to the SEC's. |
Registered Rep.
January 11, 2013
Mark Miller |
Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition. |
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