Updated Tuesday, July 29, 2014 as of 8:49 AM ET
Blogs - The Informed Advisor
Best of November: Alts for Everyone, New Secular Bull Market
Tuesday, November 26, 2013

As November draws to a close, we looked back on some of our most popular stories. Here are the month’s top picks:

1. Alternative Investments Marketed to the Mass-Affluent

Non-correlated investments used to entail high minimums and low liquidity — but now even mass-affluent clients can find diversification through alternativemutual funds.

2. New Secular Bull Market Has Years Left to Go: Raymond James Exec

The U.S. is in the midst of an economic revolution akin to the Industrial Revolution of the late 1700s and early 1800s, says Raymond James strategist.

3. Recruiting Advisors Will Only Get Tougher For Banks: Raymond James

In addition to an advisor shortage, bank programs will contend with the challenge of keeping up with technology and client expectations regarding communication practices.

4. Advisors Seek the Right Portfolio Mix for Today's Realities

As advisors look to protect clients' assets, and lock in steady income streams as well, they're changing the ingredients they use. They're adding new products to the mix with an eye-always-toward allaying the anxieties of their conservative clients.

5. Financial Advisors Have Retirement Options — But Many Don't Know It

Whether you want to keep working or enjoy a traditional retirement or anything in between, you have options-you just need to educate yourself on the possibilities.

6. Advisor Ryan Beal Focuses on ‘Finest and Bravest’ Client Base

Advisor Ryan Beal gave away most of his clients-and then built back up-to focus exclusively on cops and firefighters. Their personalities and senses of humor are similar to his own, plus they have good retirement packages. And he gets to ride on a fire truck to boot.

7. New Demands of Retirement: Focus On Income Sources You Can Control

Paul Cahill from Virtus Investment Partners notes that 10% returns were a reality for previous generations—but not anymore

8. Quality, Not Quantity, of Advisors Key to Growth of Raymond James Bank Programs

“We’re not maniacally focused on how many advisors we have affiliated with the firm,” says Scott Curtis, president of Raymond James Financial Services.

9. It Pays to Pursue Fee-Based Business

Banks and credit unions are rewarding their advisors with higher payouts for fee-based business, ranging from 40% to 50%.

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