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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
July 2009
James J. Green
Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
July 2008
Kara P. Stapleton
Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
March 2008
Kara P. Stapleton
Web-Savvy Seniors A new study shows that affluent older Americans are taking more financial action online. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2011
Donna Mitchell
Hot Topics Hot topics for advisors: Social Media Graces... Mass Affluence Angst... Average 401(k) Highs... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
May 1, 2005
Paramjit Mahli
Adviser Pulse Affluent investors need more tax planning advice. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles