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Financial Planning August 1, 2011 Shafer & Ellis	Eyeing REITs for Growth Commercial real estate can provide added diversification for investors. And current market conditions suggest now is the time to seriously consider them as an option for growth.
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
Financial Planning May 1, 2013 Scott Wenger	Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
Registered Rep. September 30, 2009 David A. Geracioti	Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.
Financial Planning May 1, 2013 Jim Grote	How to Find Cash-Flow Real Estate Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don t get him started on home ownership.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
Registered Rep. May 27, 2015 Debbie Carlson	REITs and Rates Some investors see the recent falloff in REITs -- down 1.43 percent year-to-date, and down 5.9 percent in April alone, according to the MSCI U.S. REIT index -- as a natural retrenchment.
Investment Advisor August 2009 Melanie Waddell	More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.
On Wall Street June 1, 2011 Carl Resnick	ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available.
Financial Advisor January 2006 Sydney LeBlanc	Breaking The Mold The new SMA environment will allow advisors to demonstrate in a truly value-added fashion that they bring a great deal of expertise to the table from which clients can benefit.
Financial Advisor November 2012 Tom Lydon	It's Not Too Late For REIT ETFs The sector should continue to show strength, as long as job growth supports higher rents and tenant demand.
Financial Planning September 1, 2010 Margie Carpenter	Where the Growth Is Advisors who follows a typical, traditional asset allocation model are likely to be surprisingly underweight in the highest-growth economies of the world.
Financial Planning May 1, 2012 Scott Wenger	New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye.
Financial Planning May 1, 2012 Ann Marsh	Real Estate's Rehabilitation Real estate as an asset class is rebuilding its image by providing much needed stability and diversity for investors. With low property prices, cheap financing and yields that are better than most bonds, the attractions are many, despite the inherent downsides.
On Wall Street January 1, 2009 Larry Silver	The Success Formula 2008 was a year we would all rather forget. Yet the lessons learned could direct both advisors and clients on new roads to successful investing this year.
Investment Advisor March 2009 Melanie Waddell	Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning.
Financial Advisor July 2012	It's A Trust Thing People trust their financial advisor more than their primary doctor, according to a recent survey of investors by John Hancock Financial.
Registered Rep. March 1, 2008 Stan Luxenberg	To Heck With Modern Portfolio Theory Are investors overdoing their foreign exposure? No, according to a growing number of financial advisors, who urge investors to put 30 percent to 50 percent of assets abroad.
Financial Advisor January 2009 Rebecca Pomering	Turning Turbulence Into Growth Turmoil is creating big opportunities.
Financial Planning June 1, 2008 Stacy Schultz	More Than Equal A study of the role of the female financial advisor. The research compares female to male advisors and looks at the varying performance levels of women advisors.
Registered Rep. December 12, 2012 Jennifer Popovec	Is the Diversified REIT Dying? Diversification is a complex concept, and when it comes to REITs and their strategies, it's even more difficult to grasp the subtle nuances of diversification.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
On Wall Street November 1, 2011 Elizabeth Wine	The Best Game In Town? Experts say real estate, in the form of real estate investment trusts, could be the counterintuitive bright spot over the next year.
Financial Planning March 1, 2013 John J. Bowen, Jr.	For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
Financial Planning February 1, 2010 Suzanne McGee	Thinking Outside the Dollar Longtime international investors are bulking up their non-U.S. allocations, and more conservative players are taking notice.
Registered Rep. March 28, 2012 Lena S. Rizkallah	TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement.
Financial Advisor August 2012 Eric Rasmussen	Can REITs Keep Landing Punches? Global REITs have boasted excellent returns. So why are people wary?
Investment Advisor October 2010 Maya Ivanova	A Decade of Evolution Advisory practices make gains, but still face challenges
Financial Planning October 1, 2006 Len Reinhart	Global Positioning Financial advisors need to rethink the basics of international investing for retiring boomers.
On Wall Street October 1, 2008 Larry Silver	Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio..
Commercial Investment Real Estate Jan/Feb 2012 Scott J. Kolb	Employment Evolution Commercial real estate jobs adapt to new market dynamics.
Investment Advisor May 2009 Angela Herbers	The Fast Track: Coming of Age Independent financial advice is a unique field in the fact that workload tends to go up just when cash flow goes down.
Financial Advisor January 2005 Alyn Ackermann	International Rules Financial professionals look to international equities for earnings growth. The correlation between U.S. markets and larger companies in developed markets, and large-cap corporations around the world, has steadily increased in recent years.
Financial Planning November 1, 2010 Roddy Marino	Investors Without Borders How many of your clients benefited from these rallies in far away places? If you think your clients are content to be invested only in domestic securities, think again.
Financial Advisor April 2010 Caren Chesler	REITs Rebound More REITs are once again able to raise capital and are buying depressed assets.
Investment Advisor January 2010 Melanie Waddell	Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.
Financial Advisor February 2007 Eric Rasmussen	Location, Location, Location With REITs hotter than ever, financial advisors are looking overseas for newer, riper real estate securities.
On Wall Street December 1, 2011 Frances A. McMorris	Know Your Client To Serve Your Client The so-called "soft" people skills no longer take a back seat to the harder disciplines. They simply cannot. You have to know your client to properly serve them.
Financial Advisor April 2004 Raymond Fazzi	Conservatism Rules In Retirement Planning After a traumatic four years marked by a recession, a war on terrorism and a market decline, many advisors are rethinking their retirement planning strategies.
On Wall Street March 1, 2012 Dave Lindorff	The Rich Rush to REITS One thing you can say about the 1%: They know a bargain when they see one.
Registered Rep. October 31, 2014	Advisor Views on Alternatives While 70 percent of advisors recommend some form of alternative products to their clients, it's a select group.
Financial Planning September 1, 2006 David Liebrock	Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market.
The Motley Fool June 17, 2010 Dan Caplinger	Is Your Financial Advisor Nuts? Advisors are trying to get their clients to take more risk.
On Wall Street May 1, 2012 Dave Lindorff	REITs: Looking Sweet on the Balance Sheet Amid the economic wreckage, many Real Estate Investment Trusts have managed to perform quite well, and in some cases have turned in stellar performances, particularly in the last two years.
Registered Rep. February 19, 2010 Stan Luxenberg	How To Size Up An ETF Advisors remain divided about ETFs. At one end of the spectrum a growing number of advisors are putting all their assets in ETFs. At the other extreme are those who steer completely away from the funds. A third group shops selectively.
Financial Planning June 1, 2008 Savage & Lowenstein	Semicustom Solutions Managing client accounts based on model portfolios and harnessing technology to implement investment strategy efficiently and consistently at the client portfolio level.
Financial Advisor April 2007 William Glasgall	Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change.
Investment Advisor January 2008 Kathleen M. McBride	Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes.