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White Papers

 

November 2013  
Active Share. Toward a Stock Picker’s Market? ClearBridge logo
Explore five groups of mutual funds—from stock pickers to moderately active to the closet indexers. Which categories produced the best risk-adjusted return 1990-2009? The more different the portfolio from its benchmarks, the greater the range of possible outcomes. Consider a tool like active share.


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November 2013  
Prospecting Best Practices:
Effective and Efficient
High Net Worth Insight
 
The most successful private wealth advisors are able to identify opportunities in their territory with a high likelihood to close and have the insight to react quickly to win the client This white paper highlights several of the innovative prospecting methods being used by elite private wealth advisors to find and attract new clients. To learn how High Net Worth Insight, a service of the Financial Times, will improve your book of business, sign up for free trial access at hnwinsight.com.

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November 2013  
Find Freedom and Success as an RIA LPL Financial
As a Registered Investment Advisor, you enjoy the freedom and rewards that come with successful business ownership. At LPL Financial, we’re committed to helping you take your success to the next level


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November 2013  
Investing Megatrends: New Technology Oppenheimer
  • The "Data Deluge" we are experiencing is one of the world's durable investment themes. 

  • Significant capital investments in data infrastructure provide structural support for this trend. 

  •  Many companies can benefit from the collection, analysis, transmission and storage of data. 


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November 2013  

Breakthroughs in Managing Tangible Assets: Completing the Picture of Wealth
 
Tangible assets, such as fine art, wine, jewelry, antiques, and classic cars, have finally been recognized as an asset class in their own right. But poor documentation and valuation often create insurance, tax, and estate planning issues for wealthy families.  This white paper explores the challenges of tangible asset management and presents seven steps for addressing them, including opportunities for wealth advisors to enhance the service they provide to clients.
 

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November 2013  
Navigating a Changing Interest
Rate Environment
Dreyfus
Over the past five years, a series of extraordinary market events followed by an unprecedented level of monetary policy intervention have led fixed income investors to an interest rate crossroad. We examine risks you know and risks you may not be aware of.


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