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From: Advisor Perspectives <advisor_perspectives@advisorperspectives.com>
Sender: Advisor Perspectives <advisor_perspectives@advisorperspectives.ccsend.com>
Date: Thu, 15 May 2014 09:26:29 -0400
To: <mainandwall@hotmail.com>
ReplyTo: advisor_perspectives@advisorperspectives.com
Subject: Bob Veres: 10 trends that will reshape the advisory profession; A simple technique to turn prospects into clients; A review of Piketty's new book
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Dear Reader, Many of our readers did not get the chance to see the articles below, so we are resending this newsletter to a group of our subscribers. May 6, 2014 - Vol 8 No 18 Join us on Wednesday, May 21, 2014 at 11am ET for a webinar: Looking for yield in all the wrong places? Why sustainable income requires global reach. In the current environment of low yields, investors and savers who rely on investment income to support their standard of living are finding it difficult to meet those income needs. Please join us to learn about Schroders' global multi-asset approach that focuses on providing sustainable income across a changing market environment. If you are experiencing problems opening or navigating through our newsletters, we can send you a text-only version. Please send us an email at info@advisorperspectives.com Having Trouble Printing? If your text is too small to read, then before printing go to "Page Setup" and deselect "Shrink to Fit Page Width" in your browser.  Ten Ways the Next Generation of Financial Planners Will Change the Profession
by Bob Veres I have distilled ten key themes that illustrate how the next generation of advisors will change the profession when they take the reins. 
The Book that will Reshape the Study of Economics by Michael Edesess It's incredibly rare to see a work ascend to the status of a classic almost instantaneously following its publication. Such a work is Thomas Piketty's Capital in the Twenty-First Century. It is almost certain that its impact will last for decades. A century hence, it may be a cornerstone of economic and political debate and discussion, much as those of Adam Smith, John Maynard Keynes and Friedrich Hayek are today.
Video Highlights Featured Video from Henderson Global Investors Global Equity Income Update: 2014 Performance and Trends by Alex Crooke, Head of Global Equity Income  Alex Crooke, Head of Global Equity Income, provides a quarterly update for the Henderson Global Equity Income Fund while noting key attributes to performance and expectations for the second half of the year.
Can Investors Profit using Academic Research? by Adam Jared Apt Two professors have been conducting a large-scale study to see if the advantages of stock-market anomalies are traded away once they are published in academic papers and therefore become widely known, and if so, how quickly.
The Six Most Costly Words for Your Business by Dan Richards Every advisor knows the most dangerous and expensive words when it comes to investing - "It's different this time." An email in response to a recent article led me to conclude that there's six words that are just as costly...
A Simple Technique to Convert More Prospects into Clients by Dan Solin To become great at converting prospects into clients, remember these two words
Expert Intuition and Investing by John Alberg and Michael Seckler There are great investors who are unmoved by unproductive biases and instead exhibit deep expertise, as evidenced by long track records of superior performance. Where does expertise come from? How does an understanding of expertise inform how one should evaluate investment opportunities?
Networking with Centers-of-Influence by Beverly Flaxington I have worked with the same accountant on behalf of one of my clients for years, but the accountant and I have never had a non-client related conversation about our business. How should I approach the accountant to ask for additional business?
Fighting Financial Advisor Anxiety: Part Two by Sarah Scorgie Last month, I discussed how to calm clients' nerves with educational marketing strategies. Now, I'll discuss strategies for making your practice more relatable.
Career Center Find career opportunities for firms that seek to add financial advisors and planners to their staff. Read more to find out how to post opportunities at your firm.
Letters to the Editor Readers respond to several articles and commentaries that appeared within the last week.
Highlights from Market Commentaries Here are the top three commentaries from last week: The Future is Now The Federal Reserve has stomped on the gas pedal for years, inadvertently taking price/earnings ratios at face value, while attending to "equity risk premium" models that have a demonstrably poor relationship with subsequent market returns. As a result, the Fed has produced what is now the most generalized equity valuation bubble that investors are likely to observe in their lifetimes. The Future is Now by John Hussman of Hussman Funds Looking for Bubbles Part One: A Statistical Approach It is a sensible expectation that reasonable long-term value investors will endure pain in a bubble. It is almost a rule. The pain will be psychological and will come from looking like an old fuddy-duddy... looking as if you have lost your way in the new golden era where some important things, which you have obviously missed, are different this time. For professionals this psychological pain will also come from loss of client respect, which always hurts, and loss of peer group respect, which can be irritating. Looking for Bubbles Part One: A Statistical Approach by Jeremy Grantham of GMO Achoo! There's nothing like a good sneeze; maybe a hot shower or an ice cream sandwich, but no - nothing else even comes close. A sneeze is, to be candid, sort of half erotic, a release of pressure that feels oh so good either before or just after the Achoo! The air, along with 100,000 germs, comes shooting out of your nose faster than a race car at the Indy 500. Achoo! by William Gross of PIMCO |
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