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Making It to Hall of Fame; Assessing Year Ahead; Following the Dumb Money: December Research—Slideshow

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The December issue of Research features the magazine’s 22nd annual Advisor Hall of Fame, a benchmark of industry excellence. Making the cut this year are: Susan Colpitts, Signature; Lynn Faust, Raymond James & Associates; Lorayne Fiorillo, Wells Fargo Advisors; Victor Hazard, H.D. Vest Financial Services; and Howard Safer, Argent Trust Co. of Tennessee. Contributing Editor Ellen Uzelac tells their stories.

The annual Research Roundtable also appears in the December issue, as our expert panel looks ahead to the financial and economic outlook for 2013. The watchword from this year’s panel: caution. The panelists are: John Buckingham of Al Frank Asset Management; Kenneth Fisher of Fisher Investments; Nicole Gelinas of the Manhattan Institute; Jeffrey Gundlach of DoubleLine Capital; and Robert Rodriguez of First Pacific Advisors.

Other highlights of the issue include Michael Finke on how investor sentiment can lead to the mistakes of “dumb money”; Bill Good on this year’s best cold calling scripts; and Bob Seawright on how the fiscal problems of federal entitlement programs overshadow retirement planning.

Click through the following slides to preview the December issue of Research magazine.

2012 Advisor Hall of Fame

Our annual feature includes profiles by Ellen Uzelac. Excerpt:

Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.

Candidates who pass our rigorous screens have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession.

 Read the full article.

Research Roundtable

Jane Wollman Rusoff gets our expert panel’s assessment of 2013. Excerpt:

The afternoon knows what the morning never expected, cautions a Swedish proverb. When it comes to the economy and securities markets in 2013, smart advisors will try to anticipate what could be rude surprises to the unaware.

In this difficult economy and volatile market, that of course is not terribly easy. To help, our distinguished Research Roundtable panel has served up its best analytic thinking and lots of food for thought to forecast how critical situations could shape up next year.

Read the full article.

Sentimental Fools

Michael Finke analyzes the results of investor emotion. Excerpt:

Mutual fund investors exhibit remarkable skill when selecting mutual funds. This track record is notable since many professional fund managers have difficulty achieving investment performance that differs consistently from the market.

Net flows into mutual funds reveal an uncanny ability to consistently select the worst fund categories at the worst possible times. Investors feel most comfortable investing in overvalued sectors at the tail end of bull markets, and flee to safety when stock prices are their lowest.

Read the full article.

Cold Call Champions

Bill Good concludes a series on cold calling. Excerpt:

This is the fourth and final article in my series on cold calling. In previous articles, I promised my readers “Send me your cold calling scripts. I will pick the best.”

You did, and I did.

I received 61 scripts. I chose four. It’s easy to see why so many people are having such a hard time. I rejected many scripts as too general, too long and boring. The ones I chose were specific, with unique offers, and interesting.

Read the full article.

The Numbers Don’t Lie

Bob Seawright discusses the entitlement crisis. Excerpt:

The 2012 Retirement & Politics Survey by Allianz Life Insurance Co.  of North America has found that those the survey defines as “transition boomers”–people between the ages of 55 and 65 who are less than 10 years away from retirement–see rising health-care costs and Social Security as having the greatest impact on their retirement outlook.

According to the survey, 67% of all transition boomers listed health-care expenses as their top concern. Social Security ranked second at 53%. The survey was conducted this past Sept. 17-20 among a random sample of more than 1,200 baby boomers.

Read the full article.

See the contents of the December issue.


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