Morningstar Advisor - Summer 2007 - (Page 35) W H AT E V E R PATH YOU WE C H O O S E, SUPPORT • • • • YOU. Define your future, not your sacrifice. Whether you’re looking to go independent or select an employee affiliation with Ameriprise Financial, you won’t have to choose between higher payouts and the support you need. You’ll have both. However you make your climb, our industry-leading resources, tools and support in financial planning, marketing, products, technology and practice management will help you move your clients toward their ultimate goals.1 And because our financial planning clients stay with us significantly longer and generate more than twice as many assets,2 they’ll help get you to your goals, too. Choice of Independent or Employee Financial Advisor affiliation Independent Advisors receive 74%-91% payouts and pay the costs of running their own business Employee financial advisors receive 40%-55% payouts and Ameriprise Financial covers overhead costs Transition compensation, immediate equity in your current clients and the chance to sell the equity in your practice at a premium for Independent Financial Advisors3 • We’re a leader in the industry with more than 2.8 million individual, business and institutional clients4 Why settle when you can rise to the top? Call 888-267-8354 or visit us today at ameriprise.com/makethemove Some support services for independent advisors are provided through franchise fees and others are available at additional cost. For ongoing planning clients compared to non-planning clients. Source: FPPS LFO and AIM impact assessment of financial planning to client retention and asset implementation, 12/7/06. You own equity from day one in any business you bring with you. After three years you will own equity in your entire practice. Ameriprise Financial practices, on average, sell for 15% more than other firms, based on the 2003 Moss Adams Advisory Services Study. 4 As of December 31, 2006. Financial advisory services and investments available through Ameriprise Financial Services, Inc. Member NASD and SIPC, an Ameriprise Financial, Inc. company. Ameriprise Financial Services, Inc. is an equal employment opportunity employer. Associate Financial Advisors are not employed by Ameriprise Financial, but are employees of Independent Advisors. This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for information purposes only. A financial planning relationship does not guarantee financial or investment success. Ameriprise Financial, 1491 Ameriprise Financial Center, Minneapolis, MN 55474. © 2007 Ameriprise Financial, Inc. All rights reserved. (05/07) MN Permit #F-387. 2 3 1 http://ameriprise.com/makethemove http://ameriprise.com/makethemove
Table of Contents Feed for the Digital Edition of Morningstar Advisor - Summer 2007 Morningstar Advisor - Summer 2007 Contents Letter from the Publisher Get to Know the Bond “All-Stars” Research Briefs Our Stewardship Test Gets Tougher Save It for Later Too Many Oranges Best of Both Worlds No Two Clients Are Alike When It Comes to VAs, It’s Seller Beware Hands On: Finding the Suitable Fund Share Class for Your Client Fund Style Can Drift Off Course Sticking to Their Style, Through Thick and Thin Marathon Man Growth, With a Chaser A Menu of Ideas to Fill Five Market Baskets Funds: Finding Funds with Conviction Stocks: So You Say You Want Income? All Eyes on China Mutual Fund Analyst Picks Undervalued Stocks Most Popular Variable Annuities What’s New at Morningstar and on the Web The Advisor’s Economic Moat Morningstar Advisor - Summer 2007 Morningstar Advisor - Summer 2007 - Morningstar Advisor - Summer 2007 (Page Cover1) Morningstar Advisor - Summer 2007 - Morningstar Advisor - Summer 2007 (Page Cover2) Morningstar Advisor - Summer 2007 - Contents (Page 1) Morningstar Advisor - Summer 2007 - Contents (Page 2) Morningstar Advisor - Summer 2007 - Contents (Page 3) Morningstar Advisor - Summer 2007 - Contents (Page 4) Morningstar Advisor - Summer 2007 - Letter from the Publisher (Page 5) Morningstar Advisor - Summer 2007 - Letter from the Publisher (Page 6) Morningstar Advisor - Summer 2007 - Letter from the Publisher (Page 7) Morningstar Advisor - Summer 2007 - Get to Know the Bond “All-Stars” (Page 8) Morningstar Advisor - Summer 2007 - Get to Know the Bond “All-Stars” (Page 9) Morningstar Advisor - Summer 2007 - Research Briefs (Page 10) Morningstar Advisor - Summer 2007 - Research Briefs (Page 11) Morningstar Advisor - Summer 2007 - Our Stewardship Test Gets Tougher (Page 12) Morningstar Advisor - Summer 2007 - Our Stewardship Test Gets Tougher (Page 13) Morningstar Advisor - Summer 2007 - Save It for Later (Page 14) Morningstar Advisor - Summer 2007 - Save It for Later (Page 15) Morningstar Advisor - Summer 2007 - Too Many Oranges (Page 16) Morningstar Advisor - Summer 2007 - Too Many Oranges (Page 17) Morningstar Advisor - Summer 2007 - Best of Both Worlds (Page 18) Morningstar Advisor - Summer 2007 - Best of Both Worlds (Page 19) Morningstar Advisor - Summer 2007 - Best of Both Worlds (Page 20) Morningstar Advisor - Summer 2007 - No Two Clients Are Alike (Page 21) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 22) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 23) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 24) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 25) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 26) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 27) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 28) Morningstar Advisor - Summer 2007 - Hands On: Finding the Suitable Fund Share Class for Your Client (Page 29) Morningstar Advisor - Summer 2007 - Hands On: Finding the Suitable Fund Share Class for Your Client (Page 30) Morningstar Advisor - Summer 2007 - Hands On: Finding the Suitable Fund Share Class for Your Client (Page 31) Morningstar Advisor - Summer 2007 - Hands On: Finding the Suitable Fund Share Class for Your Client (Page 32) Morningstar Advisor - Summer 2007 - Hands On: Finding the Suitable Fund Share Class for Your Client (Page 33) Morningstar Advisor - Summer 2007 - Fund Style Can Drift Off Course (Page 34) Morningstar Advisor - Summer 2007 - Fund Style Can Drift Off Course (Page 35) Morningstar Advisor - Summer 2007 - Fund Style Can Drift Off Course (Page 36) Morningstar Advisor - Summer 2007 - Sticking to Their Style, Through Thick and Thin (Page 37) Morningstar Advisor - Summer 2007 - Sticking to Their Style, Through Thick and Thin (Page 38) Morningstar Advisor - Summer 2007 - Sticking to Their Style, Through Thick and Thin (Page 39) Morningstar Advisor - Summer 2007 - Sticking to Their Style, Through Thick and Thin (Page 40) Morningstar Advisor - Summer 2007 - Sticking to Their Style, Through Thick and Thin (Page 41) Morningstar Advisor - Summer 2007 - Sticking to Their Style, Through Thick and Thin (Page 42) Morningstar Advisor - Summer 2007 - Marathon Man (Page 43) Morningstar Advisor - Summer 2007 - Marathon Man (Page 44) Morningstar Advisor - Summer 2007 - Marathon Man (Page 45) Morningstar Advisor - Summer 2007 - Marathon Man (Page 46) Morningstar Advisor - Summer 2007 - Marathon Man (Page 47) Morningstar Advisor - Summer 2007 - Growth, With a Chaser (Page 48) Morningstar Advisor - Summer 2007 - Growth, With a Chaser (Page 49) Morningstar Advisor - Summer 2007 - Growth, With a Chaser (Page 50) Morningstar Advisor - Summer 2007 - Growth, With a Chaser (Page 51) Morningstar Advisor - Summer 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 52) Morningstar Advisor - Summer 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 53) Morningstar Advisor - Summer 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 54) Morningstar Advisor - Summer 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 55) Morningstar Advisor - Summer 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 56) Morningstar Advisor - Summer 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 57) Morningstar Advisor - Summer 2007 - Funds: Finding Funds with Conviction (Page 58) Morningstar Advisor - Summer 2007 - Funds: Finding Funds with Conviction (Page 59) Morningstar Advisor - Summer 2007 - Stocks: So You Say You Want Income? (Page 60) Morningstar Advisor - Summer 2007 - Stocks: So You Say You Want Income? (Page 61) Morningstar Advisor - Summer 2007 - Stocks: So You Say You Want Income? (Page 62) Morningstar Advisor - Summer 2007 - All Eyes on China (Page 63) Morningstar Advisor - Summer 2007 - All Eyes on China (Page 64) Morningstar Advisor - Summer 2007 - All Eyes on China (Page 65) Morningstar Advisor - Summer 2007 - All Eyes on China (Page 66) Morningstar Advisor - Summer 2007 - All Eyes on China (Page 67) Morningstar Advisor - Summer 2007 - Mutual Fund Analyst Picks (Page 68) Morningstar Advisor - Summer 2007 - Mutual Fund Analyst Picks (Page 69) Morningstar Advisor - Summer 2007 - Mutual Fund Analyst Picks (Page 70) Morningstar Advisor - Summer 2007 - Mutual Fund Analyst Picks (Page 71) Morningstar Advisor - Summer 2007 - Undervalued Stocks (Page 72) Morningstar Advisor - Summer 2007 - Undervalued Stocks (Page 73) Morningstar Advisor - Summer 2007 - Most Popular Variable Annuities (Page 74) Morningstar Advisor - Summer 2007 - Most Popular Variable Annuities (Page 75) Morningstar Advisor - Summer 2007 - What’s New at Morningstar and on the Web (Page 76) Morningstar Advisor - Summer 2007 - What’s New at Morningstar and on the Web (Page 77) Morningstar Advisor - Summer 2007 - What’s New at Morningstar and on the Web (Page 78) Morningstar Advisor - Summer 2007 - What’s New at Morningstar and on the Web (Page 79) Morningstar Advisor - Summer 2007 - The Advisor’s Economic Moat (Page 80) Morningstar Advisor - Summer 2007 - The Advisor’s Economic Moat (Page Cover3) Morningstar Advisor - Summer 2007 - The Advisor’s Economic Moat (Page Cover4)
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