February 1, 2012
COVER STORY
Got the Social Media Spins? Help Is On The Way
Feb 2, 2012 1:30 PM, By Lauren Barack
A bunch of social media services have emerged to help financial services firms comply with regulations and make the most of social networks to build business. They've got big plans for 2012. ...
FEATURES
Top 63 Independent Broker/Dealer Women Advisors in 2011
Jan 26, 2012 2:49 PM, By Diana Britton
Women are controlling a greater share of the world's wealth. The FA industry is taking notice. ...
The Big Shrink: Independent Broker Dealer Report Card 2012
Feb 1, 2012 12:00 PM, By Diana Britton
In our second IBD Report Card, we examine the grades advisors gave their firms, and offer a look at one major trend that will shape the indie landscape in the next few years: consolidation....
INVESTING
Guarantee Me
Jan 19, 2012 4:58 PM, By Stan Luxenberg
Where art thou, mine lifetime income investment?...
(You Gotta) Fight for Your Right to Keep Clients' Assets*
Feb 1, 2012 12:00 PM, By Brad Zigler
Check your e-mail. Clients may be sending you portfolio ideas....
Is the Box Half-Full or Half-Empty?
Feb 1, 2012 12:00 PM, By Jennifer Duell Popovec
Self-storage REITs rocked in 2011. Can the rally last?...
THE PRACTICE
How to Sell Out
Jan 27, 2012 12:39 PM, By Anne Field
Creating a plan for exiting the business takes time. ...
Insuring the 100 Year-Old Client
Jan 17, 2012 9:00 AM, By Alan Lavine
Age expectancies are rising. Are your clients prepared?...
The Worst College Admission Mistakes
Feb 3, 2012 4:30 PM, By Lynn O'Shaughnessy
Too many students apply to schools that are way out of their league academically and financially. It's a wasted effort....
When You're 66
Jan 13, 2012 9:00 AM, By Mark Miller
A Social Security and Medicare checklist for your clients. ...
Guiding Bewildered IRA Beneficiaries
Feb 1, 2012 12:00 PM, By Kevin McKinley
Advisors can earn their fees and their clients' appreciation by boning up on what can be done with an inherited IRA....
OPINION
In Investing, it's Usually the Bridesmaid and NOT the Bride
Feb 1, 2012 12:00 PM, By David A. Geracioti, Editor-In-Chief
In Investing, It's the bridesmaid, not the bride. ...
Learning from Little Johnny: Kindergarten Sales Skills
Feb 1, 2012 12:00 PM, By Matt Oechsli
A youngster's four techniques for closing the deal....
One-Off Deals
Feb 1, 2012 12:00 PM, By Mindy Diamond
Some firms are negotiating perks and bonuses to keep top producers in their seats....
REPORTS
The Three Deadly Mistakes of Succession Planning
Jan 20, 2012 10:09 AM, By Jerry Gleeson
Plan ahead to avoid these traps and transition your practice. ...
60 SECONDS: Tom Bradley
Feb 1, 2012 12:00 PM, By Jerry Gleeson
Tom Bradley President, TD Ameritrade Institutional...
BLOTTER: February 2012
Feb 1, 2012 12:00 PM, By Kristen French
Are Investors Outta Here?
Feb 1, 2012 12:00 PM, By Jerry Gleeson
Poll shows dissatisfaction across many asset classes in 2011. ...
Cold Call: Edward J. Kohlhepp Sr. and Edward J. Kohlhepp Jr.
Feb 1, 2012 12:00 PM, By Diana Britton
Edward J. Kohlhepp Sr. and Edward J. Kohlhepp Investment Advisors. ...
Comings & Goings: February 2012
Feb 1, 2012 12:00 PM, By Diana Britton
