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Registered Rep.
February 13, 2012
David A. Geracioti |
Von Aldo: Uh-oh. AAII Market Retail Sentiment Poll Inches Across Optimism Line The American Association of Individual Investors poll -- a gauge of retail investors' market optimism/pessimissm -- crossed into the bullish reading, with a score of 51.6% bullish against 20.2% bearish. Historically, this is bad news.   |
Registered Rep.
February 13, 2012
Stan Luxenberg |
Searching for Yield Yield-starved investors have good reason to be increasingly frustrated. Money-market funds yield next to nothing, and 5-year Treasuries yield less than 1 percent. TIPS sport negative yields. |
Registered Rep.
February 13, 2012
Susan Konig |
Branch Managers Key to Team Building It's no secret that many branch managers feel their firms now view them more as "costly overhead" rather than as talented coaches and leaders who can greatly benefit their firms' bottom lines. |
Registered Rep.
February 10, 2012
Jerry Gleeson |
RIA Rising: How a Merrill Policy Sent an Advisor Down Independence Road The partners at Beirne Wealth Management Group in Milford, Conn. had talked off and on over the years about leaving the wirehouse, John Beirne Jr. told me, but it took a new sales policy from the company headquarters to push the practice out the door. |
Registered Rep.
February 10, 2012
David A. Geracioti |
Von Aldo: Earnings Momentum is Fading; But Still Take a Bullish Stance Last week I attended the TD Ameritrade Institutional Annual Conference and was treated to a rousing, animated lecture by Prof. Jeremy Siegel of Wharton and WisdomTree ETF family. Boy, was he bullish. |
Registered Rep.
February 10, 2012
Diana Britton |
Yield of Dreams: Son Chronicles Battle with Father for Family's Firm Tread lightly on bringing family into the business, because blood only runs so deep. |
Registered Rep.
February 10, 2012
Sean Cunniff |
Rep Readers Write: The Credibility Gap Will Cost You Many financial institutions vary greatly in investment advice depending on how a client engages with them, which can create service inconsistencies and reputation problems. Here are some examples. |
Registered Rep.
February 10, 2012
Kristen French |
Due Diligence: Healing Your Portfolio with Energy Psychology! Chicago wealth manager Julie Murphy Casserly published a book in 2008 called, "The Emotion Behind Money," went on Oprah's show, won all kind of new business, and began to integrate energy psychology into her sessions with a few clients. |
Registered Rep.
February 10, 2012
Mark Miller |
New Focus on Small Workplace Retirement Plans Means Lower Fees, Opportunity for RIAs The spoils of the 401(k) market have always gone to the large players -- big retirement plan providers providing the best, most efficient plans to big plan sponsors. But small is starting to look beautiful. |
Registered Rep.
February 9, 2012
Jerry Gleeson |
RIA Rising: Employees Dig a Tad Deeper for 401(k) Contributions Last year's market volatility apparently didn't discourage retirement savers from sticking to their plans, but it didn't encourage more frugality either. |
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