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March 29, 2011 at 12:43 PM
How Raymond James’ advisor training initiative is getting results.
Research Magazine’s April cover story shines a light on an intensive training program that broker-dealer Raymond James has made available to advisors like Frank Pickett of Upland, Calif. When he started with Raymond James 5 ½ years ago, he was managing $18 million. After three years of coaching, that number is up to $75 million. Or, take John Vance of Valencia, Calif., who managed $10 million in assets when he joined the firm in 2003. Intensive coaching has helped him increase that figure tenfold to $100 million. Zack Hayes of San Jose close to doubled his production in just two years and Ross Marino, whose goal it was to reduce his hours on the job, cut the time managing his book by over 50 percent without impacting revenue.
MERGENCEHow an increasingly important nation’s stock market developed.
In recent years, India has emerged as a prime focus of interest for international investors. This interest has risen along with Indian share prices. The benchmark Bombay Sensitive Index, or Sensex, which first hit the 6,000 line in February 2000, took over five years to climb to 7,000. Then the 1,000-point milestones began falling quickly, in periods of months or weeks. In early January 2008, the Sensex pushed above 21,000.
Once obscure India entered the new millennium as a country very much on the radar screen of international investors. In November 2001 it became a BRIC, as Goldman Sachs economist Jim O’Neill coined that term for the large and promising emerging markets of Brazil, Russia, India and China.
As retirement nears, return of capital must trump return on capital.
New contributor Bob Seawright re-states the essential value proposition of annuities for advisors and their clients, namely that retirees and near-retirees must avoid risking what they cannot afford to lose. In this article, Seawright re-examines the classic, but potentially catastrophic, 4% rule. He concludes: Those who want to be sure that they will have sustainable lifetime income must make sure that they obtain the guarantees that annuities provide. Otherwise, their financial well-being depends, in effect, upon a roll of the dice.
THE RESEARCH MAGAZINE GUIDE TO ETF INVESTING 2011
Includes a full listing of ETFs and interviews with top ETF experts on 2011 investment trends.
U.S.-listed exchange-traded products (ETPs) have officially surpassed the $1 trillion mark and still have momentum. Retail investor ETF assets have grown 61 percent in just the past year. This special issue includes an interview with Tamara Bohlig, who oversees Schwab’s ETF business. Over the past year, assets inside Schwab ETFs have climbed sixfold from $516 million to $3.06 billion.
For too long, commodities have been an inaccessible asset class that’s largely been ignored in traditional asset allocation models. Our supplement examines commodity ETPs, highlights some of today’s top products and explains how they can enhance investment returns.
