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Registered Rep.
April 2, 2014
Stan Luxenberg |
Bargain Hunting in the Emerging Markets Emerging markets funds have been slammed by a series of distressing headlines. Faced with the disappointing results, many clients could be eager to leave the emerging markets. But there are good reasons to continue shopping in developing economies.   |
Registered Rep.
April 2, 2014
Brad Zigler |
Are Managed Futures ETFs The Best Commodity Play? The question advisors and investors seeking commodity exposure now face is, "Active or passive?" |
Registered Rep.
April 2, 2014
Jennifer Popovec |
Outlet Shopping The retail shopping sector has suffered lately, leaving investors skittish about investing in these types of REITs. Yet one area has been resilient: outlet centers. |
Registered Rep.
April 2, 2014
Anne Field |
Suddenly Single Suddenly single clients can turn into a goldmine or a landmine for advisors, depending on how you handle the situation. |
Registered Rep.
April 2, 2014
Matt Oechsli |
A High-Touch Practice -- Literally If you're not into hugs, that's okay; simply master the magic of the "warm touch" both with clients and prospects. Get out there and develop your magic touch to accelerate your affluent marketing results. |
Registered Rep.
April 2, 2014
Kevin McKinley |
Old Timers, New Tricks As clients grow older, many planning concepts are targeted towards the hazy phases of their lives. But there are also several specific ages that present new prospects and strategies, especially for those in their 60s. |
Registered Rep.
April 2, 2014
David Armstrong |
Editor's Letter: April 2014 Larry Doyle's recent book, In Bed With Wall Street: The Conspiracy Crippling Our Global Economy, elevates and sharpens the case against Wall Street's model of self-regulation. |
Registered Rep.
April 1, 2014
Mindy Diamond |
Culture: Hard to Define, Impossible to Ignore Advisors looking to compare and contrast their own firm to others, often see all similarly situated firms as one and the same. A firm's culture is the one thing that is not a commodity. |
Registered Rep.
March 18, 2014
Alan Lavine |
Donating Life Insurance It's possible for philanthropic-minded clients to donate their life insurance to charity and get an attractive tax deduction. |
Registered Rep.
March 18, 2014
Diana Britton |
The Retirement Illusion Retirement confidence is rebounding after a seven-year decline, with 18 percent of workers now very confident in their financial security in retirement, up from 13 percent in 2013. |
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