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May 1, 2009

Cover Story

Are You Worth It? 

May 1, 2009 12:00 PM, By John Churchill

Your clients may be ready to fire you. Do you know what they think?...

SPECIAL REPORT: OUSTANDING ADVISOR AWARDS

Advisors With Heart 

May 1, 2009 12:00 PM

Registered Rep.’s 29th annual Outstanding Advisor Awards honor 10 successful advisors who give back...

Todd Butson, Outstanding Advisor 2009 

May 1, 2009 12:00 PM, By Halah Touryalai

From a giving tradition...

Fay Debellis, Outstanding Advisor 2009 

May 1, 2009 12:00 PM, By John Churchill

The party philanthropist...

Linda Fitz, Outstanding Advisor 2009 

May 1, 2009 12:00 PM, By Christina Mucciolo

The conservationist...

Roger S. Green, Outstanding Advisor 2009 

May 1, 2009 12:00 PM, By John Churchill

The Faith-Based Advisor...

David B. Hansen, Outstanding Advisor 2009 

May 1, 2009 12:00 PM, By Halah Touryalai

The breakfast club...

Andrew Koerner, Outstanding Advisor 2009 

May 1, 2009 12:00 PM, By Kristen French

The Global Educator...

John Ledford, Outstanding Advisor 2009 

May 1, 2009 12:00 PM, By David A. Geracioti

Micro Lender...

Rob Mitchell, Outstanding Advisor 2009 

May 1, 2009 12:00 PM, By Kristen French

The Orphan's Angel...

Van Pearcy, Outstanding Advisor 2009 

May 1, 2009 12:00 PM, By Christina Mucciolo

The Generous Sportsman...

Jack F. Schecter, Outstanding Advisor 2009 

May 1, 2009 12:00 PM, By David A. Geracioti

Patient Turned Benefactor...

FEATURES

Life Insurance: The Next Big Blow Up? 

May 1, 2009 12:00 PM, By Halah Touryalai

Life insurers have watched their investment portfolios tank, their variable annuity business bleed cash, and many of them are being downgraded by the credit ratings agencies for the first time in years...

How To Spend It To Save It 

May 1, 2009 12:00 PM, By Laurence J. Kotlikoff

Raising your retiree clients' living standards smoothly over time...

INVESTING

You Call That Growth? 

May 1, 2009 12:00 PM, By Stan Luxenberg

Some classic growth funds are moving toward the value box—out of necessity. Should you dump a fund that modifies its approach?...

THE PRACTICE

Making the Web Work 

May 1, 2009 12:00 PM, By Elaine Pofeldt

Having a website is a great way to win new business—and you don’t have to spend a fortune to do it right...

Wealth Management: Take the Money and Run 

May 1, 2009 12:00 PM, By Kevin McKinley

In the current environment, it might make more sense for your clients to take Social Security payments sooner rather than later...

Stock Doc: Of Madoff And Madmen 

May 1, 2009 12:00 PM, By Dr. Alden Cass

The psychology of the white collar criminal. What makes them tick?...

The Inner Game: Five Inconvenient Truths 

May 1, 2009 12:00 PM, By Matt Oechsli

New rules for a new world...

Street Legal: From Bad To Worse And Back 

May 1, 2009 12:00 PM, By Bill Singer

Dodging regulatory bullets on Wall Street...

REPORTS

Variable Annuities Overhaul 

May 1, 2009 12:00 PM, By Christina Mucciolo

Insurance companies are cutting benefits and hiking fees as their investment portfolios shrink...

Blotter 

May 1, 2009 12:00 PM, By John Churchill

Fleecing the Flock: The SEC charged seven Queens, NY church leaders with carrying out a fraudulent investment scheme that targeted elderly churchgoers...

Obama Tops Depression-Era Stimulus 

May 1, 2009 12:00 PM, By John Churchill

The government has spent 29.9 percent of GDP to get the economy growing again...

Active Mismanagement 

May 1, 2009 12:00 PM, By Christina Mucciolo

Active funds underperformed their indices in 2008, mostly due to fees...

Comings and Goings 

May 1, 2009 12:00 PM

Woodbury Financial Services hired Deb Berg as vice president and chief administrative officer of operations and technology...

Green Shoots or Weeds? 

May 1, 2009 12:00 PM, By John Churchill

Positive bank earnings announcements from Wells Fargo, Goldman Sachs and then Citigroup provided enough juice to propel the stock market through a sixth...

Cold Call: Pete Bush 

May 1, 2009 12:00 PM, By Christina Mucciolo

Pete Bush, Horizon Wealth Management, Baton Rouge, La...

Correction 

May 1, 2009 12:00 PM

We've updated the outdated list of regional b/ds' headcounts on page 41 in "Bulking Up" from our April issue...

Market Data

Market quotes are real time except where noted

Financial Services Company Watch List

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