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From: Advisor Perspectives <advisor_perspectives@advisorperspectives.com>
Sender: Advisor Perspectives <advisor_perspectives@advisorperspectives.ccsend.com>
Date: Thu, 8 May 2014 09:26:05 -0400
To: <mainandwall@hotmail.com>
ReplyTo: advisor_perspectives@advisorperspectives.com
Subject: Michael Lewis got it wrong - overblown fears of HFT; Why PowerPoint is a sales killer; Strategies for working with older clients
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Dear Reader, April 29, 2014 - Vol 8 No 17 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. 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.  Tempest in a Teapot: Michael Lewis' Flash Boys Solves a Problem that is Barely There
by Laurence B. Siegel Michael Lewis is the finest writer in a generation to turn his attention to the practice of finance, but in Flash Boys: A Wall Street Revolt - his account of high-frequency trading and of a likeable trader who found a way to beat it - he is a few steps off base. 
How to Help Business Clients Unlock Wealth by Bob Veres Is there a way to help your business clients diversify their holdings, take some risk off the table and create a side investment portfolio that will sustain them if their business runs into trouble? Is there a way you can help your clients find capital when they need it most?
Video Highlights Featured Video from FlexShares ETFs Evolving Infrastructure Investing - Broader, Deeper, Global  Infrastructure offers an attractive combination of potential inflation hedging, income generation and long-term capital growth. In this video, Northern Trust's Shundrawn Thomas, Global Head of ETFs, outlines the distinctive approach that FlexShares' NFRA ETF takes by starting from the bottom up in identifying companies with infrastructure ownership across traditional and new infrastructure sectors.
How High Expectations Can Hurt Your Business by Dan Richards It's conventional wisdom that ambitious goals and high expectations go along with success. But a recent conversation with a top-performing advisor and some groundbreaking research show that having expectations that are too high will actually damage your business.
Why PowerPoint Is a Sales Killer by Dan Solin You can find thousands of books and articles about improving your PowerPoint presentations. Ignore all of them and adopt this rule instead: Never use PowerPoint in a one-on-one presentation or a small group setting. Here's why.
Three Strategies for Working with Older Clients - And Preserving the Relationship by David Solie Recent statistics confirm the magnitude of the loss: 70% of widows change financial advisors within six months of their husbands' deaths. Is this an unavoidable reality of being a financial advisor, or are there steps that can be taken to preserve these accounts? In my opinion, many of these losses can be avoided if advisors follow three preservation strategies with their older clients.
How to Rethink Your Market Niche by Beverly Flaxington I work with 30-year-old entrepreneurs, 60-year-old dentists, divorced women and others. If I limit myself, I will leave opportunities on the table all the time. Am I wrong to be diverse in what I do?
Content Marketing: The Long and Short of It by Meghan Elliot While capsulated content - tweets, Facebook posts, 30-second videos and snappy emails - has an important place in your marketing strategy, you have to make room for longer content that educates and informs on more complex issues.
Six Tricks for Creating Killer Content by Bradd DelMuto Most advisors are sharing market data and information, creating presentations, sending emails and solving client issues every day. Don't let this collection of content wither away. It can be reworked into "content gold" elsewhere.
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 Gary Halbert's commentary, The Real Obamacare Nightmare is Just Beginning, which was published on April 23.
Highlights from Market Commentaries Here are the top three commentaries from last week: First Stock Market Crash on NYSE Reminds Us What Can Happen At A 25x CAPE The panic of 1901 was the first crash on the New York Stock Exchange, brought on by a battle for control of the Northern Pacific Railway. June 1901 marked the peak in valuations for 27 years, only to be eclipsed in the months preceding the September 1929 peak in stock prices. Between June 1901 and December 1920, the 10 year real P/E (Shiller CAPE) fell from 25x to 5x. First Stock Market Crash on NYSE Reminds Us What Can Happen At A 25x CAPE by Team of GaveKal Capital Spring Checkup: Five Investment Ideas for Your Portfolio As the second quarter of 2014 gets underway, many investors are wondering how they should adjust their portfolios given the events of the first three months of the year. Russ shares five investing opportunities that he and his BlackRock colleagues think are worth considering this spring. Spring Checkup: Five Investment Ideas for Your Portfolio by Russ Koesterich of iShares Blog The Democratic Disruption of Finance There seems to be no limit to the exciting possibilities that come from combining technical innovations, the Internet, and social media. What is less appreciated is the extent to which the same phenomenon is starting to play out in finance, via a democratization process that could transform the institutional landscape. The Democratic Disruption of Finance by Mohamed El-Erian of Project Syndicate |
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