White Papers

 

October 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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October 2013  
Working Smarter: The Freedom and Control That Come From Owning Your Own Practice LPL Financial
Independent financial advisor practices have seen significant growth as investors seek independent advice according to research data from Cogent Research and Tiburon Research & Analysis.

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October 2013  

Retire with Confidence: How to Structure a Personal Insurance Program
 
Financially successful couples and individuals in or near retirement face some of the most complex decisions about insurance at any time in their lives. To help financial advisors and their clients choose a course of action, this white paper presents 13 steps to strengthen wealth protection and reduce expenses when working with an independent agent or broker on a personal insurance program.
 

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October 2013  
Investing in the U.S. Energy Revolution Oppenheimer
Immense, recoverable U.S. oil and natural gas reserves could transform the U.S. economy. This whitepaper discusses how: 

  • Technological advances have made immense reserves of U.S. oil and natural gas economically recoverable. 

  • Consumers and industry may see cost reductions, and U.S. productivity and trade balance stand to improve. 

  • A wide range of companies may encounter transformational growth opportunities.

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October 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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October 2013  
ETF Performance & Perspectives:
Thought Leadership from
S&P Capital IQ
S&P Capital IQ
ETF Performance & Perspectives.  This report contains ETF commentary, S&P Capital IQ model portfolio performance, and Trends & Ideas articles that were originally published on MarketScope Advisor.


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October 2013  
Nowhere to Hide: Navigating Rising Rate
Risk in High-Yield Markets
Janus

Over the past few years, investors have flocked to high-yield credit, many believing it is a good way to mitigate their interest rate risk as well as capture additional yield. However, they may not realize the level of rate risk that has followed them. Read Janus' new whitepaper for timely insights and strategies to potentially help your clients.
 

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October 2013  
Winning Advantage: The Financial Advisor Playbook for True Integration. SEI logo
With increasing client demands, the multi-trillion dollar baby boomer retirement, lingering fears of continued market uncertainty and ongoing volatility, advisors are facing the single most important era in the history of the industry. To achieve success in this new environment, they'll need to look at their businesses and the client experience with a new set of eyes. Ultimately they'll need to leverage new technologies that enable them to work smarter and connect with clients more often. Winning Advantage: The Financial Advisor’s Playbook for True Integration takes a sobering look at the costs and challenges created by the proliferation of technologies in today’s business environment, and offers clear steps to achieving the benefits of “true integration.”


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October 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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