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REP. May 2011

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

COVER STORY

  • May 1, 2009
    article
    REP.

    Advisors With Heart

    Registered Rep.’s 29th annual Outstanding Advisor Awards honor 10 successful advisors who give back...More

FEATURES

INVESTING

REPORTS

  • May 1, 2011
    article
    REP.

    Blotter: May 2011

    Inside Dope; Gunn-slingers Settle...More
  • May 10, 2011
    article
    REP.

    60 Seconds: Bill Mann

    Portfolio manager at Motley Fool Asset Management, a division of The Motley Fool in Alexandria, Va...More
  • May 1, 2011
    article
    REP.

    Risk On, Risk Off

    During the first quarter, money flowed in and out of individual mutual fund asset classes faster than you could say, "volatility"...More
  • May 1, 2011
    article
    REP.

    Cold Call: David Loeper

    Registered Rep.: So you are an Ayn Rand fan, and specifically of her heroic character John Galt. Why? David Loeper: Nearly 20 years ago I read Atlas Shrugged....More
  • May 1, 2011
    article
    REP.

    Retirement Advisors Win Wallet Share

    If you are not talking to your client about retirement planning, someone else probably is — and stands a good chance of garnering those assets...More
  • May 1, 2011
    article
    REP.

    Comings & Goings: May 2011

    UBS Wealth Management Americas has added Michael Russell, Sean Russell and Philip Giammarino to its Port Jefferson, N.Y., office...More
  • May 1, 2011
    article
    REP.

    The Money Talk

    Whoever said it was painful to talk to your kids about sex? According to a new survey from ING Direct USA, parents are more prepared to talk to their kids about the birds and the bees than about money and finances...More
  • May 1, 2011
    article
    REP.

    CFP's Big Push

    The Certified Financial Planner Board of Standards is coming to a cable TV channel, magazine, and website near you. The board last month launched the first wave in a four-year marketing campaign to promote the CFP brand to the public, at a cost of nearly $40 million...More
  • May 1, 2011
    article
    REP.

    Surf's Up

    Former Federated Investors portfolio manager David Tice has found another use for his investing skills: Hollywood...More

THE PRACTICE

  • Apr. 20, 2011
    article
    REP.

    How to Market Yourself—When Marketing is Not Your Strong Suit

    After switching broker dealers, a long-time advisor is looking to attract a handful of reps to his new branch and to publicize his association with his current b/d. For advice, as usual, we asked our panel of experts for their opinions...More
  • Apr. 22, 2011
    article
    REP.

    Online Cost Calculators May Revolutionize the College Application Process

    Today, it is very difficult for parents to know how much financial aid they might get from any particular college. That will change in October, when colleges will be required by federal law to place cost calculators on their websites...More
  • Apr. 27, 2011
    article
    REP.

    Reverse Mortgages Preferable to Selling Mom’s Home

    Many of your Boomer clients have elderly parents who are facing a seemingly unsolvable problem: how to produce enough income to cover increasing living costs without jeopardizing investment principal. But for families in the right situation, it’s possible to dramatically improve the cash flowing to the older parent, without risking the value of (or access to) her “rainy day” fund. Here’s how reverse mortgages can serve as an unorthodox solution to a common dilemma....More
  • May 12, 2011
    article
    REP.

    Golden Handcuffs Loosen

    As retention agreements begin to wind down, some advisors are becoming more willing to consider options for switching firms...More

OPINION

  • May 1, 2011
    article
    REP.

    The Breakaway Broker Boom Continues. Or Not.

    The diaspora out of the wirehouses and into IBDs or RIAs is a much-talked about phenomenon. Is it really happening?...More
  • May 12, 2011
    article
    REP.

    7 Key Attributes of Top Assistants

    The increasing importance that the advisor-assistant relationship plays in the loyalty of today's affluent client prompted the Oechsli Institute to conduct a study on advisors and assistants. Among numerous findings, we were able to uncover seven key attributes advisors want to see in their assistants...More
  • May 13, 2011
    article
    REP.

    Street Legal: Blaming, Naming, and FINRA Gaming

    Brokers who go unnamed in complaints may still face disclosure issues...More
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