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REP. July 2012

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

Cover Story

  • Jul. 5, 2012
    Article
    REP.

    Let it Ride? Hardly.

    The days when investors felt comfortable leaving all their winnings in the market at retirement are long over. Today's retirees want security—or some promise that their assets will last....More

Features

  • Jun. 19, 2012
    Article
    REP.

    Whose Suitability Standards?

    With new fiduciary rules from the SEC looming, FINRA has opted to step up and revamp its suitability standard. The new suitability standard takes effect July 9, and many firms are scrambling to figure out just what it means....More
  • Jul. 5, 2012
    Article
    REP.

    A League of their Own

    While the Big Four custodians still dominate the market, some smaller firms are making their presence felt....More
  • Jul. 5, 2012
    Datasheet
    REP.

    Top 100 RIAs of 2012 (Free Registration Required)  

    Registered investment advisors increasingly come in all shapes and sizes as the industry continues to evolve. Check out this year's Top 100 RIAs....More

Investing

  • Jul. 6, 2012
    Article
    REP.

    Knock on Wood

    Over the past several years, the timber industry has had to withstand some strong headwinds, not the least of which is the ongoing weakness in the housing market....More
  • Jun. 19, 2012
    Article

    Some Ports to Ride Out the Storms

    Go anywhere funds: Market timing, or prudent defensive plays? A handful of mutual funds allow managers greater-than-normal flexibility to move in and out of cash, or sell equities short, in response to the markets. Do they work?...More
  • Jul. 5, 2012
    Article
    REP.

    Going for Profits Off the “Crack Spread”

    It’s said that politics begets strange bedfellows, but politics ain’t got nuthin’ on the oil bidness....More

The Practice

  • Jul. 5, 2012
    Article
    REP.

    Central Casting for Prospects

    Clients tend to fall into classic types. Here’s how to identify and woo a few common ones....More
  • Jun. 19, 2012
    Article
    REP.

    Best Small Business Insurance Strategies

    A buy-sell agreement is like a Last Will and Testament for a business because it spells out what happens when a co-owner dies....More
  • Jun. 7, 2012
    Article
    REP.

    Who's Got the Best Annuity Deal in Town?

    If you've got a client in the market for an income annuity, there's no need to shop around. The best deal going – hands down – comes from an unexpected source: Social Security....More
  • Jun. 18, 2012
    Article
    REP.

    How College Rankings Influence Scholarship Awards

    Common practice among prestigious private research universities and liberal arts colleges is to dispense tiny merit awards to a small group of wealthy students....More
  • Jul. 6, 2012
    Article
    REP.

    Five Mistakes that New Retirees Make

    Clients who are on the cusp of retiring comfortably should be calm, cool, and concerned with nothing more than traveling the world, booking tee times, and spoiling their grandchildren....More

Opinion

  • Jun. 20, 2012
    blog

    Editor's Letter: 1982 All Over Again for Equities? Veteran Fund Managers Think So. In a Good Way 1

    "Be fearful when others are greedy; be greedy when others are fearful." Words to ponder. Especially when those thoughts are coming out of the mouth of Will Danoff, the legendary, veteran manager of the Fidelity Contrafund (Ticker: FCNTX). He uttered his insight at the annual Morningstar Investment Conference during the "Quarter Century Club," a panel hosted by Morningstar Fund Research President Don Phillips....More
  • Jun. 13, 2012
    Article
    REP.

    Prospect Facetime: Five Affluent Faux Pas To Avoid 2

    This lingering recession, combined with the social nature of summer, provides an excellent opportunity for advisors to master the art of prospecting in affluent social circles. Yet few advisors are even engaged in the activities, much less mastering the skills....More
  • Jun. 14, 2012
    Article
    REP.

    Broker Protocol Booming

    As firm-switching among brokers rose to record levels over the past four years, the number of signatories exploded, growing almost 40 fold. Many of the new signatories are RIAs....More
  • Jul. 13, 2012
    Article
    REP.

    The Puzzler #31

    Think you’re smart? Try these brainteasers that recruiters use in actual job interviews....More

REPorts

  • Jun. 12, 2012
    Article
    REP.

    The Online Advice Revolution

    While the machine may never completely replace the flesh-and-blood financial advisor, it will force you to narrow your focus and lower your fees....More
  • Jun. 5, 2012
    Article
    REP.

    A Regional Resurgence

    After years of being considered the lower-rung acquisition targets of the wirehouses, regional broker/dealers are making a comeback....More
  • Jul. 5, 2012
    Article
    REP.

    Blotter: July 2012

    Don’t Feed the Ponz...More
  • Jul. 5, 2012
    Article
    REP.

    60 seconds: David Welling

    Interview with David Welling, Vice President of sales, marketing and client services, for Black Diamond Performance Reporting, Jacksonville, Fla....More
  • Jul. 5, 2012
    Article
    REP.

    Trickle-Up Effect

    The ultra-rich are getting ultra-richer. Boston Consulting Group’s latest Global Wealth report indicates that households with more than $100 million in wealth saw their holdings increase by 3.6 percent last year, the biggest increase among all segments measured....More
  • Jul. 5, 2012
    Article
    REP.

    Comings & Goings: July 2012

    LPL Financial has named Dan Arnold as its new chief financial officer, taking over for Robert Moore, who was named president and chief operating officer in May. Previously, Arnold served as head of strategy at LPL....More
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