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Registered Rep. June 1, 2004 Kevin McKinley |
Fee-ling Good Tips for financial advisors on establishing and maintaining fee-based relationships the right way.  |
Financial Advisor February 2007 David J. Drucker |
The Retirement Dilemma Will your aging client base kill your financial advisory business?  |
Registered Rep. September 1, 2005 Grove & Prince |
Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.  |
Financial Planning December 1, 2008 Scott Schutte |
Setting Yourself Apart The wave of retiring baby boomers in the coming years will pave the way for advisors who wish to move away from traditional investment management and focus on specialized financial planning and wealth management services.  |
Financial Planning October 2, 2007 Elizabeth O'Brien |
Advisor Pulse A new study reveals that while 95% of all financial advisors believe they've talked about fees with their clients, only 66% of customers say their advisor has initiated a fee discussion with them.  |
Registered Rep. January 1, 2003 Pam Black |
A Separate Reality The separately managed account revolution might well be sweeping the financial services industry. That transformation, while still somewhat slow, is inexorable, but also incomplete. So far, for the most part, SMAs aren't being used correctly.  |
Financial Advisor January 2005 Tracey Longo |
How Fee-Based Programs Led 2004 Brokerage Profits Fee-based profitability is not lost on brokerage executives, who are ramping up programs designed to attract more planners to a fee-based business model and away from traditional commissions.  |
The Motley Fool July 15, 2008 Tom Hutchinson |
Mutual Fund Advisory Madness If you use a financial advisor, you've probably been approached to invest in a diversified group of funds or a mutual fund advisory program. But be careful before you accept -- they may cost you more than your portfolio can afford.  |
Financial Advisor May 2005 Raymond Fazzi |
Betwixt And Between Hybrid advisors work in both the fee-based and commission worlds.  |
Registered Rep. July 5, 2011 Jerry Gleeson |
When Advisors Add Value, Pricing Power Follows Advisors who want to charge more for their services have to differentiate themselves from their competitors.  |
Financial Advisor February 2005 Sydney LeBlanc |
The "Black Cat" Of Separately Managed Accounts Education can prevent or eliminate myths surrounding managed accounts and help clients take advantage of the benefits they afford.  |
Investment Advisor January 2006 Robert F. Keane |
Far From Fossilized Advisors Capital Management looks to provide clients with true individual portfolios of diversified securities at a much lower cost than is possible with mutual funds.  |
The Motley Fool June 20, 2007 Dan Caplinger |
The $12 Billion Problem It's time to stop a hidden fund fee. No one is arguing that financial professionals don't deserve to get paid for their work. But there are big problems with using 12b-1 fees to do it.  |
The Motley Fool September 6, 2006 Dan Caplinger |
Fend Off Fund Fees Here are tips on how to avoid unnecessary mutual fund fees and keep the money for yourself.  |
Financial Planning September 1, 2006 John J. Bowen |
Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.  |
The Motley Fool August 13, 2007 Dan Caplinger |
Don't Pay Twice for Advice There's nothing inherently wrong with paying for financial advice. But there's a big difference between paying once for a good financial plan versus paying high fees year after year, through good times and bad.  |
Investment Advisor August 2010 Melanie Waddell |
Broker/Dealer Marketing: Finding Their Voice Broker/Dealers are waking up to the new, post-downturn marketing environment. Here are a few of the best ideas.  |
Financial Planning November 1, 2009 John J. Bowen Jr. |
Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management.  |
Investment Advisor September 2006 Mark Tibergien |
Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.  |
Registered Rep. January 1, 2003 Grove & Prince |
Staying Connected If financial advisors need yet another reminder about the importance of contacting clients, here it is: In our study of affluent investors conducted in late October, almost half of the respondents said they had changed primary advisors in the last year, often citing lack of contact.  |
Financial Advisor July 2006 Dorothy Hinchcliff |
Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.  |
Financial Planning July 1, 2011 John J. Bowen, Jr. |
Consultation, Not Just Advice Financial advisors offer advice, of course, but they'd be much better off if they thought of themselves as consultants.  |
Financial Planning October 2, 2007 Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients.  |
Investment Advisor April 2008 Angela Herbers |
Opportunity Knocks The bear market can lead to great growth for advisors, or a big nightmare.  |
Financial Advisor June 2009 Marla Brill |
ETF Portfolios To Go ETF portfolio management services pitch to financial advisors.  |
Investment Advisor September 2005 Mark Tibergien |
Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value.  |
Investment Advisor January 2006 Steve Moeller |
The Business of Advice: When Talk Isn't Cheap Have bigger conversations with financial advisory clients; both of you will benefit.  |
Investment Advisor October 2010 Maya Ivanova |
A Decade of Evolution Advisory practices make gains, but still face challenges  |
Financial Planning October 1, 2011 Donna Mitchell |
Knowing Their Worth Many advisors are squeamish about taking anything other than a flat percentage fee for assets under management.  |
Financial Advisor May 2006 Tracey Longo |
What Have You Done For Me Lately? The race is on among independent broker-dealers to recruit more top fee-based advisors.  |
Financial Advisor November 2007 Tracey Longo |
Is Your Price Right? A select group of advisors are significantly increasing their planning fees. Here's the lowdown on unbundling and how your pricing helps or hurts your firm.  |
Financial Advisor November 2006 Tracey Longo |
Is The Price Right? When it comes to pricing, many financial advisors are nowhere near as efficient and profitable as they could be.  |
Financial Planning November 1, 2006 John J. Bowen |
Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before.  |
Investment Advisor September 2008 Bob Clark |
Who's Your Daddy? Philip Palaveev's new gig as president of Fusion Advisor Network foreshadows the future of independent advice.  |
Financial Advisor February 2012 |
Choosing Your Clients In his new book, Ross Levin focuses on how advisors can build their businesses. This excerpt examines different kinds of clients.  |
Financial Planning October 1, 2008 Marie Swift |
The Big Ask As the financial planning industry has evolved over the years, so have the relationships you enter into with clients.  |
Registered Rep. February 1, 2006 Russ Alan Prince |
Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market.  |
Investment Advisor January 2008 |
The Compensation Food Chain Performance-based compensation is the future of investment advisor compensation.  |
Registered Rep. October 1, 2002 David A. Geracioti |
Outgrowing the Series 7? Registered investment advisors must take the Series 65 exam. As the line between brokers and financial advisors blurs, what responsibilities do brokers that dispense advice and collect a fee based on assets have?  |
Financial Planning July 1, 2008 Stacy Schultz |
Get Fees? Young, high-net-worth investors care about the amount they are paying in fees and are only willing to cough up high costs in management fees if they are getting above-average performance in return.  |
Registered Rep. January 1, 2003 Steve Gresham |
Zeroing In on the Managed Account Customer Managed accounts are all the rage, but they may not be right for every client. Here are some classic client types who might best be served with managed accounts and some matching marketing strategy for each.  |
Financial Advisor July 2005 Tracey Longo |
AssetMark's Asset Grab How former financial planners found a way to bring their asset management model to 1,200 advisors in less than a decade.  |
Financial Advisor February 2006 Grove & Prince |
Who Wants to Be a Millionaire? The top 1,200 U.S. financial advisors, who regularly earn more than $1 million on an annual basis, rely on characteristics and techniques that can be adopted and refined by a great number of advisors.  |
Financial Advisor November 2005 Tracey Longo |
All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance.  |
On Wall Street September 1, 2009 Bill Willis |
Staying the Course No More Wealth managers at the major firms are seeing a proliferation of practicable ideas in recent months, offering products that are a call to action for both their advisors and clients.  |
On Wall Street June 1, 2010 Gerri Leder |
In The World Of Managed Money, Advisors Still Add Value Here's what advisors must do now to sharpen their edge.  |
Financial Advisor February 2, 2009 Jeff Schlegel |
Surviving The Plunge Amid falling assets and revenue, advisors try to positions themselves for the eventual upturn.  |
Registered Rep. September 10, 2003 David A. Gaffen |
Existing Clients Want More Advice The good news for reps is that the world doesn't hate you. The bad news is that acquiring clients -- particularly affluent ones -- is getting a lot more tough.  |
On Wall Street November 1, 2010 Gallant & Schneider |
Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.  |
Financial Advisor February 2004 Sydney LeBlanc |
Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms.  |