It's always a balancing act. If you're an advisor or a branch manager, you have to think about how much time to devote to face-to-face client meetings, or investment strategy and products, or compliance issues and much more.
Keeping all that in mind, this month we offer a wide range of features that help to meet all those needs. Consider our cover story: "Global Fund Leaders Rack Up Gains." David Nadel — who graces our cover and is co-portfolio manager of two of the top three funds in the international category — has his eye on the energy sector, as well as natural resources. He offers his top stock picks among oil services companies and mining companies. He also explains why he is so focused on the emerging market consumer and why you and your clients should be as well.
Also this month, we give you a glimpse into the minds of the Top 10 Branch Managers of the Year. This event — brought to you by MainStay Investments/New York Life — is in its fourth year. These managers don't all oversee hundreds of advisors or billions of dollars in revenue, but they all bring out the best in their advisors and themselves.
The smart advisor also has to keep current about changes at the top firms' organization charts, and we aim to please here. This month, Senior Editor Lorie Konish runs down the changes recently announced at Morgan Stanley Smith Barney. In "MSSB Sharpens Its Leadership Focus," Konish analyzes what the promotions mean to the industry.
Get up to speed on how world events affect investment strategy. Dr. Jerry Webman, the chief economist of OppenheimerFunds, discusses the conflict in the Middle East and how you should be thinking about it in "Turmoil Intensifies Focus on Commodities." In his column, Dr. Webman says, "we invest to maintain or enhance our future purchasing power, and commodities can play a role in achieving that purpose. But as with all investments, we must remain cautious about using today's headlines for investment advice." You can't just react to the news of the day, you have to analyze what it all means to various parties, he says. That's why his column in Peak Performance is essential reading this month.
We can never skimp on how-to pieces that help you be a more efficient, and therefore more profitable, advisor. In "Creating a Turnkey Service Model," Todd Colbeck of Colbeck Coaching Group, offers a rock-solid system for generating more business and getting more client referrals. The key to success here is dividing your client base into segments and Colbeck offers a step-by-step approach to doing that in just the right way.
At On Wall Street, our goal is cover a wide swath of issues that are critical to making you more than just a better performer. So let us know what you think of what we offer, both online at onwallstreet.com with our AdvisorTV videos, and in print here at the magazine. We want you to be the best.
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