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REP. March 2011

Browse articles from the March 2011 edition of REP. Magazine.

Cover Story

  • Mar. 1, 2011
    article
    REP.

    Thinking Big: RIAs Go National

    Boutique one-office shops still dominate the RIA industry. But a number of RIA firms are now expanding aggressively with an eye to creating a national footprint....More

Features

  • Mar. 3, 2011
    article
    REP.

    Unnatural Selection: Bankers and Brokers

    Broker disdain for banking culture runs deep. But banks see brokerages as another — important — bank product distribution outlet. Can this marriage work? Should it?...More

Investing

  • Mar. 1, 2011
    article
    REP.

    The Fundamental Fix

    Fundamental indexes have posted strong gains in the past year. But are they right for every portfolio?...More
  • Mar. 1, 2011
    article
    REP.

    Absolute Returns for the Masses

    Well, we've learned one thing recently: having all one's assets tied to the vagaries of the stock market — or the bond market, for that matter — is a dangerous business....More

Special Report: Custody and Clearing

  • Mar. 1, 2011
    article
    REP.

    Solving the Software Compatibility Puzzle

    Independents need to consider many factors when selecting their own technology — including how well it integrates with custodial software and tools....More
  • Mar. 1, 2011
    article
    REP.

    Comments Welcome!

    In an effort to get a competitive edge, custodians are increasingly turning to advisors to hear what's working, and what's not....More
  • Mar. 1, 2011
    article
    REP.

    Survey: Service Matters

    Service continues to maintain its commanding lead as the chief criterion by which RIAs rate custodians and clearing firms, according to a 2010 survey...More

The Practice

  • Mar. 1, 2011
    article
    REP.

    Seminars With A Twist

    Referrals may be the best way to pick up new clients, but seminars still have their virtues. Here are a few ways to freshen up an old standby....More
  • Mar. 1, 2011
    article
    REP.

    College Planning Mythbusters

    Here are a few things your clients should know as they embark on the process of getting their kids into college — without breaking the bank....More
  • Mar. 1, 2011
    article
    REP.

    Managing Mom's Assets

    Some smart money moves adult children can make when caring for elderly parents' finances....More

Opinion

REPorts

  • Mar. 1, 2011
    article
    REP.

    Leverage Losers

    Last year's worst performers were leveraged and inverse funds, and the plaintiff's bar is salivating over the potential for lawsuits....More
  • Mar. 1, 2011
    article
    REP.

    Risky Business: Conservative Investments

    Did the financial crisis make you more conservative with client retirement money?...More
  • Mar. 1, 2011
    article
    REP.

    Blotter: March 2011

    When The Cat's Away, Mice Will Play TD Ameritrade settled with the Securities and Exchange Commission over an investigation into its supervision of reps...More
  • Mar. 1, 2011
    article
    REP.

    60 Seconds March 2011: Burton Malkiel

    Burton Malkiel, Princeton University professor and author, “A Random Walk Down Wall Street”...More
  • Mar. 1, 2011
    article
    REP.

    Is Bigger Better?

    Little guys are having a harder time surviving in the IBD world....More
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