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Registered Rep.
February 1, 2006
Jennifer Popovec |
Getting Real About Real Estate Savvy retail advisors are moving their clients beyond listed REITs and into nontraditional real estate investments like "private" REITs and tenant-in-common programs (TICs), which, because they don't trade, aren't volatile and offer attractive yields.   |
Registered Rep.
February 1, 2006
Anne Field |
Hire Right Hiring employees at financial firms is a tough task no matter how much help an employer has. But, say advocates of testing, which is a $400 million business, finding good people who'll stay can be made a lot easier using a personality test. |
Registered Rep.
February 1, 2006 |
When Industry Routine Offends Your Ethics What does an advisor do when clients at his firm are routinely charged an undisclosed commission on top of fees -- and he suffers for not falling in line? |
Registered Rep.
February 1, 2006
Gresham & Gresham |
Reaching Boomers To access boomers -- and Gen Xers -- financial advisers may do well to enlist the help of their parents and other relatives. |
Registered Rep.
February 1, 2006
Janet Arrowood |
The Four Win Strategy A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients about endowing a college scholarship, getting their name on a hospital wing, or leaving any other kind of legacy behind. |
Registered Rep.
February 1, 2006
Bill Singer |
Cheaters Never Prosper Brokers must take tests. It's a fact of Wall Street life. That some people will go too far in an effort to pass them is sadly a fact of industry life, too. Here are a few of the more egregious examples: That's an Old Photo of Me... Failing Up... etc. |
Registered Rep.
February 1, 2006
Mindy Diamond |
Passion Pays Superstar brokers are receiving unimaginable compensation to switch firms. But don't expect managers to throw money at just any advisor with great production numbers. |
Registered Rep.
February 1, 2006
Matt Oechsli |
The Full Monty Affluent clients want a clearly defined and structured process that will produce the right solutions for managing their financial affairs. For many financial advisors, this means coming up with a formal plan. Here's how. |
Registered Rep.
February 1, 2006
Russ Alan Prince |
Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market. |
Registered Rep.
February 1, 2006
John Churchill |
Making Time (and Money) for Everyone At a time when advisors are being told to increase profits by shedding small investors and focusing on fewer, wealthier clients, Edelman Financial is thriving by doing the opposite. |
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