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REP. December 2012

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

Cover Story

  • Nov. 30, 2012
    Article
    REP.

    Withering Wirehouses? Not Quite.  

    Many industry propeller heads have expected an exodus of advisors out of the wirehouses as the golden handcuffs loosened this year. But our annual Broker Report Card Survey shows that, with the exception of Morgan Stanley, most advisors at the national brokerages feel just fine where they are....More

Features

Investing

  • Nov. 27, 2012
    Article
    REP.

    Time Heals All Returns

    Plenty of demoralized shareholders have been dumping domestic stock funds in favor of bond funds. Investors say that they have grown weary of suffering big losses....More
  • Dec. 3, 2012
    Article
    REP.

    Whip Inflation Now

    With the advent of “QE-ternity,” should you plan for the worst?...More

The Practice

  • Nov. 28, 2012
    Article
    REP.

    The Measured Practice

    You can ask for referrals and recruit prospects. But by tracking the time spent on each relationship – sometimes down to five-minute increments – with a tight focus on efficiency, these advisors have grown their practices from the inside out....More
  • Nov. 20, 2012
    Article
    REP.

    Lock into Long-Term Care with Hybrid Policies

    Combining life insurance and annuities with long-term care policies can protect against premium hikes or the risk of never making a claim. Here’s how to make sure they are right for your clients....More
  • Nov. 19, 2012
    Article
    REP.

    Value Investing for College

    Several schools recently dubbed the best value by Kiplinger’s also charge the highest net prices in the nation. Shame....More
  • Nov. 29, 2012
    Article
    REP.

    Getting Out of Health Care Limbo

    Many clients and prospects have already retired but are not yet eligible for Medicare. Here are their options for getting out of health care limbo....More

RIA Special Report

  • Dec. 5, 2012
    Article
    REP.

    Don’t Fear Your Fees

    RIAs are loathe to increase rates, believing it alienates clients. But industry insiders say advisors have more juice than they suspect. Here’s how to get a raise....More
  • Dec. 4, 2012
    Article
    REP.

    Taking Care of Business

    A survey this year by REP./Wealth Management.com shows how RIA attitudes differ from those among advisors in other channels....More
  • Dec. 4, 2012
    Article
    REP.

    A Lifestyle Choice

    REP.’s recent “Practice Management” study shows that RIAs tend to use coaches less than counterparts in other channels. Are time and money constraints the reason?...More
  • Nov. 21, 2012
    Article
    REP.

    Why Wirehouse FAs Pass on the RIA Path

    Independence is appealing to a growing number of wirehouse advisors, but the RIA route clearly has some challenges for most of them....More
  • Nov. 16, 2012
    Article
    REP.

    Tardy Advisors Get a Reprieve

    Mid-sized RIAs who are behind on switching their registration from federal to state jurisdictions now have until Dec. 17 to get caught up....More

Opinion

  • Dec. 4, 2012
    Article
    REP.

    Editor's Letter: Don’t Try to Be Nate Silver*

    Here at REP. magazine and WealthManagement.com, we receive loads of books each year on finance, investing strategies, business, leadership and other how-to-invest-in-various-financial-instruments books....More
  • Nov. 25, 2012
    Article
    REP.

    Time for An Annual Checkup?

    While the annual team review meeting can be painful (and even end in divorce in some instances), it’s necessary to stay competitive and grow your business....More
  • Nov. 26, 2012
    Article
    REP.

    Advisors Sober Up For 2013

    While the trend toward independence slowed a bit from previous years, 2012 was the year the independent channel legitimized its place next to the more traditional players....More

REPorts

  • Nov. 20, 2012
    Article
    REP.

    Don't Make Any Sudden Moves, Advisors Say

    While urging calm, many financial advisors are making prudent, tax-efficient moves with their clients' portfolios as the country nears the so-called "fiscal cliff."...More
  • Dec. 4, 2012
    Article
    REP.

    Obama: A Truman Redux?

    Remember that iconic headline that appeared in the Chicago Tribune prematurely calling the election of 1948: “Dewey Defeats Truman.”...More
  • Dec. 4, 2012
    Article
    REP.

    Blotter: December 2012

    Inside Story A former hedge fund manager for SAC Capital Advisors was arrested and charged with orchestrating a $276 million insider-trading scheme.  Prosecutors for the U.S. Attorney’s office—in conjunction with the FBI and SEC—described Mathew Martoma’s use of insider information as the “the most lucrative insider-trading scheme ever charged.”...More
  • Dec. 4, 2012
    Article
    REP.

    Cold Call: Rocco Carriero

    Private wealth advisor with Carriero and Associates (Ameriprise Financial)...More
  • Dec. 4, 2012
    Article
    REP.

    (No) Experience Necessary

    When it comes to being a financial advisor, the more experience—the more years you have on you—the better, right?...More
  • Dec. 4, 2012
    Article
    REP.

    Comings and Goings: December 2012

    The National Association of Personal Financial Advisors, an association of fee-only advisors, has announced that its CEO and Executive Director Ellen Turf will step down from her role in August 2013. Turf, 60, said the decision was part of her plan to spend more time with family and travel. NAPFA will conduct a national search to replace her....More
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