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REP. April 2012

Browse articles from the April 2012 edition of REP. Magazine.

Cover Story

  • Apr. 2, 2012
    article
    REP.

    Call In... The Specialists

    Some advisor teams are finding fresh opportunities catering to markets that are generally overlooked by the broader industry....More

Features

  • Apr. 11, 2012
    article
    REP.

    Wall Street's Secret Fiduciaries

    In the past three years, Wall Street firms have ramped up fiduciary training for their financial advisors ahead of rules, and market trends, that may demand it. So why don't they want you to know about it?...More

Investing

  • Apr. 1, 2012
    article
    REP.

    The New Face of Diversification

    Many managers are re-assessing their approaches to diversification as traditional correlations have gotten out of whack....More
  • Apr. 6, 2012
    article
    REP.

    Private Equity That's Publicly Traded

    Not an oxymoron. How small fries can get a piece of the action....More
  • Apr. 5, 2012
    article
    REP.

    Trailer Homes? Not Necessarily

    Manufactured housing REITs did well in 2011, but lending issues remain....More
  • Apr. 3, 2012
    article
    REP.

    Caution: Contents May Be Hot

    ETF managed portfolios have been growing rapidly over the last year, and they do offer some advantages in volatile markets, but handle with care. Performance is difficult to measure, and the fees on some may defeat the purpose of using low-cost ETFs....More

The Practice

  • Mar. 30, 2012
    article
    REP.

    Human Behavior

    Behavioral finance suggests investors are often irrational when it comes to money. Some financial advisors are having great success incorporating the principles of behavioral finance with clients....More
  • Mar. 20, 2012
    article
    REP.

    Newfangled Annuities Offer Benefits, Hold Risks

    Called contingent annuities, these securities are less expensive than variable annuities and offer better tax treatment for wealthy investors. But availability is limited and some worry the risks will be difficult to cover....More
  • Mar. 19, 2012
    article
    REP.

    The Risks of Independence

    Your clients’ kids can get a lot more student aid if they qualify as “independent students.” But it’s nearly impossible to qualify....More
  • Apr. 9, 2012
    article
    REP.

    Take the Lump and Run?

    Not always: Six ways pension annuities almost always beat a lump sum....More
  • Apr. 10, 2012
    article
    REP.

    Helping Clients Cut Off the Kids

    Advisors can offer valuable support to parents who need to tell their kids, "No more money!"...More
  • Apr. 1, 2012
    article
    REP.

    Two Sea Changes in Affluent Attitudes

    These trends will affect an advisor's ability to meet investors' expectations....More
  • Apr. 1, 2012
    article
    REP.

    On the Move: Wirehouse to Platform Firm

    For advisors with an entrepreneurial spirit and a little courage, starting an RIA and hooking up with a platform firm for middle- and back-office support is a great way to go....More

Opinion

  • Apr. 1, 2012
    Article
    REP.

    Editor's Letter: April 2012

    In the week of Mar. 12, the iShares Barclays 20 Year Treasury ETF (Ticker: TLT), which tracks longer-dated paper, fell by 4.1 percent. That's equivalent to a 500-point plus plunge in the Dow, according to Barron's. Our own Stan Luxenberg sent me this note about bond index ETFs: “Rob Arnott says these cap-weighted benchmarks make no sense because they give the heaviest weight to issuers that have the most bonds outstanding.” So does this mean investors are regaining an appetite for risk, selling off Govies for stock funds?...More

REPorts

  • Apr. 1, 2012
    article
    REP.

    Bond Bubble to Burst? 1

    A few strategies to protect against an end to the fixed-income runup....More
  • Apr. 1, 2012
    article
    REP.

    Courting "Core" Millionaires

    The sweet spot may actually be investors with less than $10 million....More
  • Apr. 1, 2012
    article
    REP.

    Blotter: April 2012

    Repeat Offender Brian Raymond Callahan was a repeat offender, as is so often the case with white collar crime. In 2009, the Financial Regulatory Industry Authority barred him from associating with any FINRA member, so he went the investment adviser ......More
  • Apr. 1, 2012
    article
    REP.

    60 Seconds: John Taft

    John Taft, head of RBC Wealth Management in the U.S....More
  • Mar. 30, 2012
    article
    REP.

    Comings & Goings: April 2012

    Richard Aneser has been hired by Lincoln Financial Distributors to serve as chief marketing officer, a newly created position. He joins from UBS, where he served as managing director and head of advisory and solutions marketing and Wealth Management ......More
  • Apr. 1, 2012
    article
    REP.

    Social Media Surge

    Registered Rep. survey shows advisor use for business is up in all channels....More
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