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.
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.
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.