WealthManagement.com
Home > REP. > Magazine Issues > REP. April 2013

REP. April 2013

Browse articles from the April 2013 edition of REP. Magazine.

Cover Story

  • Apr. 1, 2013
    Article
    REP.

    The New Face of The Fiduciary

    Just when the industry thought it didn’t have to worry about the DOL, the agency has made it clear that its fiduciary standard is imminent. For registered reps and RIAs alike, it could change the game....More

Features

  • Mar. 20, 2013
    Article
    REP.

    The Devilish Details of Angel Investing

    Angel investing can be fraught with peril—for both the investor and the entrepreneur. But the devil’s in the details. Here’s a guide for mixing business with family and friends....More
  • Mar. 28, 2013
    Article
    REP.

    Drive-Through Advice  

    The mass affluent aren’t worth a planner’s time, right? New technology is upending that assumption and opening up entire new markets to forward-thinking advisors....More
  • Mar. 29, 2013
    data table

    Top 50 Women-Owned RIAs in 2013  

    In an industry that is working hard to attract both women investors and advisors, the firms on the Top 50 Women RIAs list have a leg up. Why? Each one is woman-owned....More
  • Apr. 2, 2013
    Article
    REP.

    The Counselor: Peggy Ruhlin

    After slogging through 14-hour days during tax season as an accountant and missing time with her young daughter, Peggy Ruhlin decided she needed a change....More

Investing

  • Mar. 26, 2013
    Article
    REP.

    The Passive Letdown

    Investors have fallen in love with equity index funds, for their low cost and solid performance. But fixed income index funds are a different story....More
  • Mar. 25, 2013
    Article
    REP.

    Foreign Affairs

    Currency war? No. But you can still profit from the slide in the Yen....More

The Practice

Private Wealth Management

  • Mar. 8, 2013
    Article
    REP.

    Testing Two Retirement “Truisms”

    The consequences of living longer and a fragile social security system on real world retirement plans are more significant than you think....More
  • Mar. 14, 2013
    Article
    REP.

    Deductible Me

    Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you....More
  • Mar. 13, 2013
    Article
    REP.

    Old Money

    For advisors, it pays to insure a client’s valuable collectibles, like antiques, rare toys, ceramics or wine; but it’s crucial to find reputable appraisers and carriers....More

Opinion

REPorts

  • Mar. 11, 2013
    Article
    REP.

    When ETFs Close

    While it’s rare for an ETF to shut down, it does happen, a recent WealthManagement.com survey found. Here are some of the warning signs....More
  • Mar. 15, 2013
    Article
    REP.

    A "Tougher" FINRA?

    The broker regulator increased the number of cases it brought in 2012, as well as the amount of fines it collected. But, critics say, it's still only a drop in the bucket....More
  • Mar. 14, 2013
    blog

    Blotter Report: The Bad Boys of the Brokerages

    This week's roundup highlights advisors at several major brokerage firms including Merrill Lynch and Wells Fargo, who have been caught thieving client's hard-earned cash through various schemes and set-ups....More
  • Apr. 2, 2013
    Article
    REP.

    60 Seconds with Chet Helck

    Chair of the Securities Industry and Financial Markets Association (SIFMA), and CEO of the Global Private Client Group at Raymond James Financial...More
  • Mar. 14, 2013
    Article
    REP.

    Keeping Brokers Happy

    Cerulli research reveals the B/D products brokers really value, and those they don’t....More
  • Apr. 2, 2013
    Article
    REP.

    Comings & Goings: April 2013

    Scott Collins, former managing partner and CEO of FirstPoint Partners, has moved to TD Ameritrade Institutional as the firm’s new director of advisor transitions. Collins will lead recruiting and consulting to brokers and advisors considering the hybrid or RIA model....More
Upcoming Events
RSS
REP. Past Issues
REP. May 2013

Read the May 2013 edition of REP. Magazine

view all issues
WealthManagement.com

Copyright © 2013 Penton Media, Inc