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...
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...





