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REP. January 2011

Browse articles from the January 2011 edition of REP. Magazine

Cover Story

  • Jan. 1, 2011
    article
    REP.

    Getting the Boot

    Kids of wealthy parents almost always fire their parents' advisors after they inherit the money. They also tend to fail to meet their financial goals. There are many reasons why. Here are some ways to keep their business....More

Outlook 2011

Investing

  • Dec. 30, 2010
    article
    REP.

    New Meets Old: Measuring Gold Market Risk

    Investors always have to ask themselves if their notions are timely, but with gold, it's especially critical. Is it just too late in gold's bull market...More
  • Jan. 1, 2011
    article
    REP.

    That Pesky Risk Devil

    As we look ahead to 2011, we obviously don't know for sure what markets will bring us. But the greatest risk clients face is trying to avoid risk altogether....More
  • Dec. 28, 2010
    article
    REP.

    The Rodney Dangerfield Asset Class

    Although they make up a third of the market’s total capitalization, mid caps only account for 15 percent of the assets in equity mutual funds....More

The Practice

  • Dec. 29, 2010
    article
    REP.

    Succeeding At Succession

    Have you thought seriously about when and how you're going to retire? And who'll take over the practice? You haven't? Well, you're in good company. A...More
  • Jan. 1, 2011
    article
    REP.

    Seven Ways to Capture a Sports Scholarship

    It's a competitive game. But here are some common sense-and counter-intuitive-rules to follow....More
  • Jan. 1, 2011
    article
    REP.

    A Lump Of Coal From Social Security

    The window for a do-over on benefits collection is almost closed. But there are other ways to augment retirement income in the short term aside from waiting longer to take benefits....More
  • Jan. 1, 2011
    article
    REP.

    Are You Worth Your Fees?

    If you advise 401(k) plans, expect more scrutiny....More

Opinion

Reports

  • Jan. 1, 2011
    article
    REP.

    Multi-family Offices See Consolidation and Customized Services In 2011

    Look for more customization and consolidation in the multi-family office business in 2011, say industry executives....More
  • Jan. 1, 2011
    article
    REP.

    60 Seconds, Jan. 2011: Tarek Helal

    Tarek Helal, Raymond James, CFA, vice president of Product Development & Research in the Alternative Investments Group...More
  • Jan. 1, 2011
    article
    REP.

    Financial Goalbusters Vary

    Financial advisors and their clients diverge widely in their perceptions of what is preventing clients from reaching investment goals....More
  • Jan. 1, 2011
    article
    REP.

    Top Line Econ News Is Nearly Useless

    It's a big mistake to react to headline reports of employment, and an even bigger mistake to make investment decisions based on them....More
  • Jan. 1, 2011
    article
    REP.

    Jan. 2011 Blotter

    Diamonds Aren't Forever Investors who thought they were investing in a diamond trading program were actually investing in a Colorado man's Ponzi scheme, according to the Securities and Exchange Commission. The assets of Richard Dalton and his company, ......More
  • Jan. 1, 2011
    article
    REP.

    Comings & Goings: Jan. 2011

    Legg Mason has tapped Peter Nachtwey as its new chief financial officer, replacing Terrence Murphy, who has served as interim CFO since July. Nachtwey joins from The Carlyle Group, where he served in a similar role at the alternative investment manager. ......More
  • Jan. 1, 2011
    article
    REP.

    Auld Lang Syne

    What was your average employee thinking about when the ball dropped? According to a survey conducted by Principal Financial Group, the top New Year's resolution among employees is to pay off credit card debt (35 percent), followed by putting a set ......More
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