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REP. June 2012

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

Cover Story

  • Jun. 4, 2012
    Article
    REP.

    The Fishbowl Effect 2

    Yes, they are judging you. As financial advisor ratings websites proliferate, advisors need to get comfortable with having all their records a mere mouse click away from clients and prospects....More

Features

  • Jun. 1, 2012
    Article
    REP.

    Breaking Out: A New Era in Insurance

    Insurance firms constantly go through cycles of acquisitions and sales when it comes to their broker/dealer subsidiaries. But the current sell cycle is different ands will change how the business works....More
  • Jun. 1, 2012
    Article
    REP.

    Rep.'s Annual Compensation Report 2012: The Chink in the Ka-Ching 1

    Small household accounts have always been the bane of brokerages' existence, and advisors who work with such clients do so at the peril of their own compensation. Some say the policy makes it hard on new advisors who are seeking to build a book of business; others say getting bigger is what ambitious brokers need to think about....More

Investing

The Practice

  • Jun. 1, 2012
    Article
    REP.

    Courting Centers of Influence

    Getting referrals from so-called centers of influence requires some strategizing. Here are several smart approaches that advisors are using to build these relationships and reel in new clients....More
  • Jun. 1, 2012
    Article
    REP.

    Hedging ETFs Inside Annuities

    A new program shorts futures contracts to hedge ETF holdings inside annuity contracts. It’s not cheap, but some say it’s worth it....More
  • Jun. 1, 2012
    Article
    REP.

    Five Ways to Change Your Clients' Retirement Math

    These aren't easy, magic-bullet solutions, but basic blocking-and-tackling ideas that can have a positive impact on retirement readiness....More
  • Jun. 1, 2012
    Article
    REP.

    Seven Ways to Borrow for College

    Look for borrower protection, consider credit unions and apply for multiple loans....More
  • Jun. 1, 2012
    Article
    REP.

    Goosing Returns by Reducing Taxes

    Looking at your clients 1040s can help them save money now and in retirement....More
  • Jun. 5, 2012
    Article
    REP.

    The Road Less Traveled

    An unusual story about a financial advisor who left an independent b/d to join a Wall Street firm....More
  • Jun. 6, 2012
    Article
    REP.

    Debunking the Brochure Myth 2

    Promotional material doesn’t influence prospects. Advisors are their own brand....More

Opinion

REPorts

  • Jun. 1, 2012
    Article
    REP.

    Burnt Out on Social Media?

    We’ve all heard about how social media is gaining momentum with advisors. But Registered Rep.’s latest research shows the tools may be beginning to lose their luster in terms of winning business....More
  • Jun. 1, 2012
    Article
    REP.

    Alternatives Going Mainstream

    The very term is becoming something of a misnomer....More
  • Jun. 1, 2012
    Article
    REP.

    Blotter: June 2012

    The SEC charged Mark Spangler, the former chairman of the National Association of Personal Financial Advisors, with secretly diverting around $48 million in client money...More
  • Jun. 1, 2012
    Article
    REP.

    60 Seconds: Jud Bergman

    Rep. talks with Jud Bergman, Co-founder and CEO of Envestnet....More
  • Jun. 1, 2012
    Article
    REP.

    Youth Exodus

    Gen X and Y move assets more often than their parents....More
  • Jun. 1, 2012
    Article
    REP.

    Comings & Goings: June 2012

    Star advisor Erin Botsford, who leads a Frisco, Texas-based team with $560 million in assets, has jumped ship from Dewaay Financial Network to LPL Financial...More
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