Wednesday, January 7, 2015

Fw: How To Connect Your Presentation To Client's Goals, Dreams & Fears

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From: Financial Advisor magazine <>
Sender: Financial Advisor magazine <>
Date: Wed, 7 Jan 2015 11:14:58 -0500 (EST)
To: <>
Subject: How To Connect Your Presentation To Client's Goals, Dreams & Fears

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Tuesday, January 6, 2015

Fw: UBS Team With $500M AUM Joins HighTower

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From: Financial Planning <>
Date: Tue, 6 Jan 2015 12:01:42 -0500 (EST)
To: <>
Subject: UBS Team With $500M AUM Joins HighTower

Financial Planning
Home  |  Subscribe
Jan 06, 2015
Top Stories
UBS Team With $500M AUM Joins HighTower
The fast-growing, private wealth management firm has partnered with a new team, TC Wealth Management.
RIA Leaders: Top 20 Firms for 2015
RIA Leaders: Top 20 Firms for 2015
Over the years, Financial Planning has been striving to make the annual RIA Leaders list ever more rigorous, weeding out advisory firms that take commission, have registered reps, are owned by big stakeholders. This year’s ranking calls out the most successful independent, fee-only players who have been able to say no to the big offers -- at least so far.
New Risks and Opportunities: Retirement Scan
New laws this year likely will have an impact on retirement savings as the government faces population aging and public pension concerns.
2015 Muni Expert Forecasts: High Demand, Rising Rates, Modest Issuance
Predictions by several municipal experts forecast a 2015 that runs the gamut from a flattening yield curve to increased issuance on the heels of a surprisingly strong year of performance in 2014.
Teaming Up? How to Form a Better Partnership
To make a deal work, "find out what values are most important to both of you," says Sean Montgomery, chief financial officer of The Bridgeway Group, based in Pasadena, Calif.
Wainscott Founder Gilbert's Son Charged in Killing of Father
The son of a hedge fund founder was charged with murder after New York police said he staged the shooting death of his father to look like suicide.
White Papers
Investment Management Consultants Association®: Top 3 Articles of 2014

The top articles from the 2014 issues of the Investment Management Consultants Association® (IMCA®) Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing.  Articles focus on what makes a highly successful advisor, active versus passive for the taxable investor, and behavioral finance.

Overcoming Transition Hurdles

One in four advisors consider moving within two years.* Are you one of them? Do you wonder if your clients will follow?  Are you concerned that the disruption might be too great?  You may also be worried about not knowing the depth of legal and compliance considerations.

Download Overcoming Transition Hurdles to find solutions that help you understand how to successfully move your practice while maintaining a focus on client relationships and growth.

 *The Cogent Discovery Series: Advisor Channel Migration TrendsTM 2013. 



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Deep Impact—How Optimal Social Security Strategies Affect Portfolio Longevity
Groundbreaking research in the Journal of Financial Planning reveals surprising findings about Social Security optimization and its outcome on two critical elements for a successful retirement--portfolio longevity and tax-efficient withdrawal strategies.
Increasing Customer Loyalty and Your Profits Simultaneously
Banks have had a tough time fitting retail securities into their traditional business mix.
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Fw: Bill Gross: 'The Good Times Are Over'

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From: ThinkAdvisor Daily Wire <>
Date: Tue, 06 Jan 2015 15:32:07 -0500
To: <>
Subject: Bill Gross: 'The Good Times Are Over'

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Daily Wire - ThinkAdvisor

The Lead

January 6, 2015
Bill Gross: ‘The Good Times Are Over’

The Janus manager locates the current market at the end of a decades-long, credit-fueled supercycle, noting “the time for risk taking has passed.” Read more

Featured News

Sallie Krawcheck Misses Wall St., Warns Volatility Will Hurt Banks

“I'm a recovering research analyst, so I am a skeptic of everything,” Krawcheck said. Read more

Oil’s Plunge Bad for Markets, Good for Economy: Expert

There's "bleeding" into equities, notes Quincy Krosby of Prudential Financial, but few job losses in the energy field. Read more

CFP Board Names Camarda Case Lawyer as Its General Counsel

Leo Rydzewski hails from Holland & Knight, the law firm representing the Board in its legal battle against the Camardas. Read more

Need more touch points with your clients? Add to your marketing efforts by giving clients FREE investor fact sheets from popular investing sectors.
Mariner Acquires RIA Vantage Investment Advisors

Mariner Wealth Advisors expands its Northeast presence with acquisition of Pennsylvania-based RIA firm Vantage Investment Advisors. Read more

Featured Commentary

Economic Indicators and Their Effects on the Markets

By Mike Patton

Economist Bernard Baumohl draws links between specific economic indicators and the attendant reactions of stocks, bonds and the dollar. Read more



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Saturday, January 3, 2015

Fw: New Year's Resolution #3 - Gain a Competitive Advantage in 2015

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From: "Soundview Executive Book Summaries" <>
Date: Sat, 03 Jan 2015 08:08:18 -0800
To: <>
Subject: New Year's Resolution #3 - Gain a Competitive Advantage in 2015

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