Investment Advisor February 2012
Features
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Rising Tech
Niche solutions, cloud computing and growth in Asia are expected to buoy the tech space in an overall risky economy
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Profit in Any Direxion
Alternative investment pioneer Edward Egilinsky has something special: the only long-short currency index fund in the domestic mutual fund space
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Process Implementation: Moving Toward a More Efficient Office
Sometimes the snag in a smoothly functioning practice is the advisor
Beginnings
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Two Minutes to Midnight
Out with the old, in with the new.
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DOL Fiduciary Rule Set for First-Half 2012 Release
Department says it is working on cost-benefit analysis for reproposal to ‘get this rule right’
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Growth With Value: Ford Draper Jr.
After 40 years in the business, Ford Draper Jr. has seen it all—except something akin to current market volatility.
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Congress Gets It Right
Private investment in private enterprise continues to be the primary creator of wealth in this country.
Columns
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Tyranny of the Giant Client
The benefit of having large clients is apparent to everyone.
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Social Media and You
Social media: Those two words have become ever present in our daily lives and it’s safe to say that, to some extent, a good portion of us use a social media outlet on a daily basis.
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The Regulator of Last Resort
Looks like the Financial Planning Coalition and the Investment Adviser Association have gotten attention sponsoring the Boston Consulting Group’s report, “Investment Adviser Oversight: Economic Analysis of Options.”
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Survey for Success
My work with independent advisory firms over the past 10 years or so has led me to conclude that there are three steps to maximizing employee contributions to their firms through increasing their happiness.
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Learning to Speak Your Client’s Language
The best financial advisors know how to tune into each client’s money history and individual story.
Conclusions
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Living Benefits on Indexed Annuities: Insurance for Insurance
Despite the continued low interest rate environment, indexed annuity sales continue at near record levels.
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2012 Tax Season Survival Guide: 22 Days of Tax Planning Advice
Some best practices and operational procedures to make tax season for all advisors—not just tax preparers—a little less hectic.
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Top 10 Compliance To-Do’s for 2012
2011 was a year full of changes for the investment advisory community.
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Six Tips for Easy Email Marketing
The United States Postal Service is experiencing a massive drop in revenues.
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Picking Winners Is a Losing Game
Imagine a spectrum of stocks that represents an index.
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P/C Currency Complications
The year just passed was a challenge all the way around—tough markets, political unrest, economic woes, natural disasters.
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China: An Emerged Market
China has become an economic superpower and is now the world’s second-largest economy.
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Cherish the Young(er)
If you are serious about your commitment to your clients, you should be thinking beyond your own span of days to when you shake off this mortal coil and head to your own reward, and plan for who will take care of those clients after you’re retired or dead.
Sponsor
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Actionable insights to help you make better global investment decisions.
Event Spotlight
Retirement Income Symposium
October 10-11, 2013
Hyatt Regency, Boston, MA
The symposium provides practical, innovative solutions to current industry challenges and provides advisors clear, actionable strategies that they can utilize to address their clients' needs.
Resource Library
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