Thursday, May 29, 2014

Fw: Nick Murray Chides Wall Street On Financial Crisis Response

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From: Financial Advisor Magazine <fanews@fa-mag.com>
Sender: Financial Advisor Magazine <sherri@financialadvisormagazine.ccsend.com>
Date: Thu, 29 May 2014 17:41:01 -0400 (EDT)
To: <mainandwall@comcast.net>
ReplyTo: fanews@fa-mag.com
Subject: Nick Murray Chides Wall Street On Financial Crisis Response

 

 
May 29, 2014

 

Well-known speakers expressed their views at the 5th annual Financial Advisor Retirement Symposium, which drew more than 500 attendees. Below are links to conference articles and videos. 

 

Nick Murray Chides Wall Street
On Financial Crisis Response

Noted commentator Nick Murray took the financial services industry to task for the way it responded to the 2008-2009 crisis.  

 

What Women Want From Advisors

The ability to forge a trusted relationship and helping women achieve personal goals with their money often trump technical expertise and emphasis on investment returns, according to Deena Katz, a founding partner of Evensky & Katz Wealth Management and an associate professor at Texas Tech University's personal financial planning department. 

Two Experts, Two Opposing Views On Global Investing

Margie Patel and Mark Yusko couldn't disagree more about investing in the U.S.--and in emerging markets--going forward. 

Income-Producing Alternatives
To Bonds

Closed-end funds, business development companies and non-traded REITs are among the vehicles that can pick up the income slack created by low bond yields, say experts.   

Know What Clients Want

It is not the features offered or tactics delivered that truly set you apart from the rest, says this consultant.    



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View short videos from the Financial Advisor Retirement Symposium that include interviews with author and political satirist PJ O'Rourke, Wells Capital Management Senior Portfolio Manager Margie Patel and Morgan Creek Capital Management CIO Mark Yusko.



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Portfolio Manager Insights: 

Can Earnings Stem The Tide?

If one looks at equity returns so far in 2014 compared to 2013, it is clear the "Polar Vortex" hasn't only been affecting the weather, says a senior VP For Advisors Asset Management.

Blogs

What Makes Some Advisors So Special?

Once in a while, I do get surprised by seeing something out of the ordinary. I come across situations where clients don't just admire their advisor. They love their advisor.  

Impact Investing In Public Markets

A new report by Sonen Capital hits at the heart of one of the biggest concerns people have when considering impact investments: liquidity.

Merrill Lynch Advisors Learn ABCs Of ESG

If you still wonder whether it's worth talking to clients about values-based investing, consider what Merrill Lynch is doing. 

Evan Simonoff:  

Gundlach Sees 30% Odds Of New Lows In Interest Rates, More Deflation Possible

Five years into the global QE experiment, the growing consensus is that it has been partially successful. Color DoubleLine CEO Jeffrey Gundlach skeptical.  

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