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Registered Rep. February 1, 2005 |
So Whose Fault Is That? In a survey of nearly 800 affluent investors by PNC Advisors, about half worry their children will grow up feeling entitled.  |
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.  |
Financial Advisor November 2005 Grove & Prince |
A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business.  |
Registered Rep. January 27, 2011 Charles Paikert |
Consumer Confidence Rising, But Investors Still Skittish Measures of consumer and investor confidence are rising rapidly, but wealth managers say their clients aren't completely on board yet.  |
Investment Advisor July 2009 James J. Green |
Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought.  |
Financial Advisor November 2003 Grove & Prince |
Products America's Senior Executives Use And Want The wealthier they are, the more they want financial products designed for them.  |
Bank Technology News September 2003 |
By the Numbers Almost one quarter of respondents anticipate increased IT spending in the second half of 2003, up from only 4 percent in April and in line with February's survey of 23 percent.  |
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.  |
Investment Advisor May 2008 James J. Green |
How's It Playing in Peoria? Several recent measures of advisor and client sentiments portray a significant lack of confidence in both the current state and the near-term outlook for the markets and the economy.  |
Investment Advisor July 2008 Kara P. Stapleton |
Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors.  |
Financial Advisor June 2008 Grove & Prince |
Survival Of The Fittest Whatever plateau your advisory business may have reached, whatever ceiling you might have bumped up against -- now is the time to blast off or blast through.  |
Financial Advisor August 2005 Grove & Prince |
The Affluent And The Federal Estate Tax For America's taxpayers and the politicians who represent them, few issues are as controversial and contentious as the federal estate tax.  |
Financial Planning July 1, 2009 Donna Mitchell |
A Brighter Outlook Advisors' confidence in the economy and the stock market improved in May, to a reading of 100.48 -- up nearly seven points from 93.59 in April.  |
Financial Planning May 1, 2008 Stacy Schultz |
Client Loyalty The most common reason affluent investors leave their financial advisors is because their advisor does not answer their calls, according to a new report.  |
AFP eWire November 20, 2006 |
Accountability, Impact Build Trust in Nonprofits for Wealthy Donors Providing evidence of what their contributions have accomplished and abiding by high levels of accountability are the two critical ways that nonprofits can build trust, especially for wealthy donors, according to a new survey.  |
Investment Advisor March 2008 Kara P. Stapleton |
Web-Savvy Seniors A new study shows that affluent older Americans are taking more financial action online.  |
Financial Advisor October 2005 Grove & Prince |
Understanding The Middle-Class Millionaire Middle-class millionaires are the "ideal clients" for most financial advisors. They are wealthy enough to require the services of high-quality financial advisors, yet not so wealthy that most financial advisors end up in over their heads.  |
Financial Advisor May 2005 Shaw-Grove & Prince |
Taking the Pulse of Affluent Investors A recent survey reveals that millionaire investors have changed their thinking over the past four years and have lost faith in their financial advisors.  |
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 May 2008 |
Whither Client Loyalty? Are you certain that your clients will follow you where'er you roam? According to new research by Spectrem Group, clients may not be as steadfast as Mary's little lamb.  |
Financial Planning January 1, 2009 Stacy Schultz |
Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals.  |
Investment Advisor April 2009 James J. Green |
The Wired Wealthy The higher up a client is on the asset scale, the more likely that he'll be using a mobile device of some kind to stay on top of his financial affairs and stay in touch with advisors.  |
Financial Planning April 1, 2011 Donna Mitchell |
Hot Topics Hot topics for advisors: Social Media Graces... Mass Affluence Angst... Average 401(k) Highs...  |
Registered Rep. April 1, 2007 Matt Oechsli |
Trust Me The affluent are looking for an unbiased professional -- someone they trust -- to guide them through the complexities of today's financial world. They want the financial services equivalent of a family doctor.  |
National Real Estate Investor April 25, 2003 Parke Chapman |
NMHC survey finds that fewer renters becoming homeowners The national apartment market had a lackluster first quarter, but one positive trend did emerge: The number of residents leaving apartments to buy homes is on the decline.  |
Financial Planning March 1, 2005 Jennifer A. Liptow |
White Paper The findings of a nationwide survey of the travel habits and fears--and related insurance needs--of individuals with assets greater than $100,000, comparing them to those of their lower-net-worth peers.  |
Financial Advisor August 2004 Grove & Prince |
U.S. Small Business Owners: Product Use and Interest For financial advisors sizing them up as clients or prospects, they are excellent candidates. But their complex needs and family situations require unique solutions.  |
Investment Advisor February 2009 Kara P. Stapleton |
Stressed Out? It's no news that advisors are overwhelmed, considering the behavior of the markets and the state of the economy.  |
Financial Planning May 1, 2005 Paramjit Mahli |
Adviser Pulse Affluent investors need more tax planning advice.  |
Registered Rep. May 19, 2014 |
The Top Six Reasons Advisors Won't Use Social Media Based on our survey of 447 advisors sponsored by NFP, we broke down the challenges that firms face in their efforts to adopt a social strategy.  |
Registered Rep. July 23, 2003 Nigel Goodman |
Servicing Your HNWs A recent Fidelity Investments survey shows that affluent clients will still replace their advisors if they are not meeting portfolio goals. Predictably, the survey encourages advisors to become more attentive to the needs of their affluent clients.  |
Registered Rep. September 1, 2005 David A. Geracioti |
You Say, They Say In an industry survey that covered a range of issues, from estate planning to choice of investment products, the responses by wealthy clients and advisors showed a striking disconnect about the needs of high-net-worth individuals.  |
Financial Planning November 1, 2007 Stacy Schultz |
5 Questions Chuck Toth, head of education planning at Merrill Lynch and secretary of the College Savings Foundation, discusses a new study on the state of college savings.  |
Registered Rep. March 22, 2013 Matt Oechsli |
What Women Want When Shopping for an Advisor Affluent women are now more involved in major purchase decisions than ever before. Here's what they're looking for in an advisor.  |
Wall Street & Technology October 22, 2007 Melanie Rodier |
Mass Affluent Use Online Banks With an increasing number of high net-worth consumers now using Internet-based financial institutions, traditional banks must rise to the challenge or face losing out.  |
Registered Rep. May 25, 2005 John Churchill |
Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004.  |
Investment Advisor July 2007 Melanie Waddell |
Gen Xers: The Optimal Client? The best new clients for financial advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks.  |
Investment Advisor May 2007 Kara P. Stapleton |
What Millionaires Value According to Fidelity Registered Investment Advisor Group's recently released survey, financial advisors play a critical role in helping millionaires meet their investment needs, but 30% of those wealthy surveyed do not currently use an advisor.  |
Registered Rep. March 15, 2012 Matt Oechsli |
The Affluent Relationship Shift (2nd Macro Shift) How important do you think it is for support personnel to be involved in helping manage the business and social components of client relationships?  |
Bank Technology News September 2002 Elizabeth Logue |
Wealth management: Advisors Finally Waking Up to the Internet's Useful Influence Bucking the market once again, Charles Schwab is doing the unthinkable: encouraging financial advisors to use the Internet to service affluent customers.  |
Registered Rep. September 1, 2004 Matt Oechsli |
The Myth of Reluctance There are four important facts for advisors who struggle to get new client introductions from their current affluent clients.  |
Financial Planning June 1, 2011 George H. Walper Jr. |
The Worried Wealthy Surprisingly, few multimillionaires see themselves as "very wealthy." Much like the rest of us, they fret about the economy, the federal deficit, taxes and health care.  |
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 August 2006 Hannah Shaw Grove |
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.  |
Registered Rep. March 1, 2003 Grove & Prince |
The Affluent Are Searching for Relief in Alternatives The rich shouldn't care if it's a bull or bear market. That's because the rich have so many investment options -- they can go completely short, or pick a cocktail of alternative investments, that, theoretically, could hedge away risk. Surveys show the affluent are doing exactly that.  |
Bank Systems & Technology March 11, 2004 Ivan Schneider |
In the Advice Game, Bankers Lag Behind Financial Planners Affluent investors seek out multiple sources of advice. But only 20% turn to banks for advice, and just a handful use bankers as their primary advisors, survey says.  |
Financial Advisor January 2005 Grove & Prince |
The Future Of The Family Office Several new business models are fueling the growth of these firms: information drawn from the authors' latest book, Inside the Family Office: Managing the Fortunes of the Exceptionally Wealthy.  |
Financial Planning June 1, 2008 Elizabeth O'Brien |
Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments.  |
Global Services August 30, 2007 Juhi Bhambal |
Companies Future: Only 20% Optimistic Business leaders are losing faith not only in the revival of the U.S. economy but also in their company's future growth.  |
The Motley Fool December 2, 2009 Dayana Yochim |
What Are Rich People Worried About? Aston Martin in the shop? Bonus blues? What's bugging affluent Americans -- defined as households with more than $500,000 in investable assets -- these days?  |