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  • Apr. 15, 2013
    Commentary
    REP.

    Are Client Referrals Enough?  

    Potential clients consider reputation over referrals as a primary factor when deciding whether to hire an advisor. Here’s how to boost yours....More
  • Apr. 15, 2013
    Commentary

    Five Tips To Prevent A Suit Against a Stock Broker

    Times are great. The market is soaring. Stocks are generally doing well. And the woes of 2007 and 2008 are a faded memory. And, of course, all customers are singing the praises of their registered representatives – until the next crises....More
  • Apr. 10, 2013
    Commentary
    REP.

    ETF Closings on the Rise

    The industry’s buzzing about the dramatic growth in the ETF market, but so far this year 30 ETFs have closed down. Here’s a list of some ETFs that advisors may want to avoid....More
  • Mar. 27, 2013
    Commentary
    REP.

    Content on Vacation

    How to avoid getting into the “Social Media Hall of Shame?” Keep your social media presence alive, active and consistent. It tells clients you can stick to a plan....More
  • Mar. 26, 2013
    User Submitted Content

    U.S. Stock Market: Too Good to Be True?

    It feels like early 2000 when the US markets were devoid of fundamentals. It’s like the tech bubble again. Hard working Americans are being peddled pixy dust and unicorns in order to persuade them to put their money and savings into the fairy tale market....More
  • Mar. 5, 2013
    Commentary

    How Well Do You Know Your Target Date Fund

    Target date funds are all the rage these days. According to Ibbotson Associates, as of the end of 2012, there is more than $485 billion invested in target date funds. But not all are created equal....More
  • Feb. 27, 2013
    Commentary

    Gaming Stocks Pop

    Gaming stocks are seeing a nice pop today, with BYD stock up 2% or so and Zynga up a cool 6%. Thank you, New Jersey....More
  • Feb. 20, 2013
    Commentary
    REP.

    The Maturity of the ETF Market

    Last week’s Inside ETF conference showed the maturity of the industry. Most participants were focused on educating advisors on building portfolios with the funds, not pushing specific products....More
  • Jan. 29, 2013
    Commentary
    Trusts & Estates

    Now What?

    The collective sigh among advisors was practically audible as Dec. 31, 2012 came to a close. It would be nice to think that all is behind now, with documents having been signed, assets transferred and account titles changed. But, alas, the real hard work has only just begun. Patricia Angus explains......More
  • Jan. 18, 2013
    Commentary
    REP.

    Maybe Jon Corzine Would be a Better Treasury Secretary than Jack Lew

    Louis Navellier on Lew’s subpar resume, dangerous agenda and business failures, and how you’ll have to adjust your investment strategy should he get the job....More
  • Jan. 15, 2013
    New Constructs

    How To Avoid the Worst Style ETFs

    Picking from the multitude of ETFs is a daunting task. There are as many as 40 different styles of funds, and at least 217 funds across all of them. David Trainer, CEO of New Constructs, discusses how to evaluate them and finds the best, and worst, out there....More
  • 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
  • Oct. 9, 2012
    Commentary
    REP.

    Withering Wirehouses?  

    Are the traditional wirehouses in the early stages of a perpetual decline, or simply finding a sharper focus? Tyler Cloherty of Cerulli Associates crunches the numbers exclusively for WealthManagement.com to find what's really behind the narrowing gap in market share between wirehouses and independents....More
  • Aug. 30, 2012
    Commentary

    A 10 Minute LinkedIn Routine for Financial Advisors – Part 1 of 2

    Puttering around on LinkedIn can take hours without much to show for it. Here, a quick, daily routine to keep your profile fresh without wasting time....More
  • Aug. 6, 2012
    blog

    The Trend Is Your Friend: Grantham Says Stay with Investment Consensus

    I love to read GMO's quarterly reports. GMO is a famous money manager founded by Jeremy Grantham. He has become famous by making contrarian moves, such as avoiding technology stocks in the 1990s and bank stocks before the financial crisis. But, according to our mutual fund contributing editor Stan Luxenberg, in a startling speech at the Morningstar conference in June, he warned advisors to beware of straying outside the market consensus....More
  • Jul. 19, 2012
    Article

    Energetic Insiders

    Insiders are buying the energy sector big time....More
  • Jul. 10, 2012
    Article
    REP.

    App Review: Giving Evernote the Reins

    Looking for an app to rein in your mobile life? Evernote comes pretty close....More
  • Jul. 10, 2012
    Article
    REP.

    Q&A: Twitter’s Search Turns Up Prospects 1

    To financial advisor Jamie Cox, Twitter’s (@jamesacoxiii) success is all in its targeting. Take his 14,795 followers — the bulk of which he gathered in the first two years on the social channel....More
  • Jun. 29, 2012
    User Submitted Content

    More Than a Calculator, Less Than a Plan

    The planning tools commonly used by financial advisors tend to cluster at either end of the spectrum, kind of like weights on a barbell....More
  • Jun. 29, 2012
    User Submitted Content

    Sell US Steel (X) Before Pensions Bust

    Some stocks are more dangerous than others. In an anemic economic environment, the most dangerous stocks are those with issues that are lurking behind the scenes or in footnotes....More
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Sales called backbone for business. I am sales person in one MNC so i need app to manage my tasks, work details please share with me if you have any app for sales. My friend Linda suggest me about top ipad Sales Assailant App ( Coming soon ) and other another apps. If you have any suggestion please share with me ..     thanks steve...More
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May 22, 2013
blog

Outgrowing Wall Street?

Are advisors outgrowing Wall Street? A new Cerulli report on the rise of the “boutique” seems to suggest that many are....More
May 21, 2013
Commentary
REP.

Advisors Get Ready to Ride the Social Sharing Wave

Moore’s Law is a mathematical principle devised in the 1960s that states the number of transistors on integrated circuit boards doubles every 18 months—meaning the processing power grows exponentially. This simple principle has held true for the computer hardware industry over the past fifty years!...More

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