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REP. July 2011

Browse articles from the July 2011 edition of REP. Magazine

Cover Package: Top 100 RIAs

  • Jul. 1, 2011
    article
    REP.

    Selling Alpha? Bad Move

    In the world of RIAs, there's more to business than just selling performance. For asset managers who just manage client money, there are few places to hide when markets head south and their clients' portfolios tank...More

Features

  • Jun. 27, 2011
    article
    REP.

    The Good, the Bad and the Ugly

    Small independent broker/dealers are dropping like flies, leaving many financial advisors in the lurch. But the good advisors have plenty of broker/dealers to choose from, while the bad guys—the ones who bought a lot of troubled alternatives and private placements—weigh limited options...More
  • Jun. 17, 2011
    article
    REP.

    The Problem with Recruiting Bonuses

    With the decline in margins, the ability to offer bonuses will decline. In other words, a b/d cannot systematically use bonuses to grow...More

Investing

The Practice

  • Jun. 30, 2011
    article
    REP.

    Clearing the Hurdles To Growth

    There are a few common obstacles to expanding an advisory practice, but often they represent blind spots. Once you identify them, you can do something about them...More
  • Jul. 1, 2011
    article
    REP.

    10 Great Websites to Evaluate Colleges

    Your clients should probably know a lot more about selecting a college for their kids than they currently do. The list below will help...More
  • Jul. 1, 2011
    article
    REP.

    Helping Clients Help Struggling Kids

    Tough times are affecting many young adults, but parents can still provide a safety net without moving to the poorhouse...More

Opinion

REPorts

  • Jun. 24, 2011
    article
    REP.

    Tax Mitigation Strategies Using ETFs and Mutual Funds

    To develop a tax strategy, it is necessary to study data on past performance and make a subjective judgment about how funds will fare in the future....More
  • Jul. 1, 2011
    article
    REP.

    Annuity Sales Set to Grow

    Just a small segment of the advisor industry accounts for most of the sales of variable annuities in the U.S., so for insurers who are concerned about the long-term growth of the industry, getting more advisors on board to peddle their products is critical...More
  • Jul. 1, 2011
    article
    REP.

    SEC Alert

    Call it the Madoff effect. The SEC is still reeling from the discovery of the giant decades-long Ponzi scheme that Bernie Maddoff and his helpers pulled off, and trying to put rules in place to make sure it doesn't ever happen again...More
  • Jul. 1, 2011
    article
    REP.

    Cold Call: Allan Strange

    The Strange Group, Janney Montgomery Scott, Richmond, Va....More
  • Jul. 1, 2011
    article
    REP.

    Clients Getting Stickier?

    When an FA breaks away from his full-service broker/dealer to move to an independent firm, it is the ultimate test of client loyalty...More
  • Jul. 1, 2011
    article
    REP.

    Comings & Goings: July 2011

    Robert Jenkins has been appointed president of the Financial Research Corporation, an asset management research and consulting firm. Jenkins previously held positions at Fidelity Management & Research and Fidelity Investments...More
  • Jul. 1, 2011
    article
    REP.

    Greenwich, China?

    Is Greenwich, Conn., where a high concentration of New York-based hedge fund managers live in sprawling mansions with elaborately manicured grounds, the secret to the U.S. hedge fund industry's financial success? China seems to think so....More
  • Jul. 1, 2011
    article
    REP.

    No Free Lunch!

    They say there's no such thing as a free lunch, and older investors seem to take this concept to heart...More
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