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Financial Advisor
January 2004
Jeffrey A. Hollowniczky
Good Portfolio Reports Are Customized For Clients While the innovations in portfolio reporting technology have provided advisors with mountains of information and increased efficiency in their back-office operations, the client's specific needs have often been forgotten in the process. mark for My Articles similar articles
Financial Planning
November 1, 2006
Howard Sontag
How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road. mark for My Articles similar articles
Investment Advisor
February 2009
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
September 2009
Neal Ringquist
Soapbox: Forget the Benchmarks If you'd rather talk to clients than pick investments, then it's time to start looking into goal-based investing. mark for My Articles similar articles
On Wall Street
September 1, 2011
Nick Georgis
Taking The Hybrid Road As more advisors transition to independence these days, a growing number of them are choosing to adopt a hybrid business model that lets them conduct both commission-based brokerage business and fee-based advisory business. For many advisors, the hybrid road may offer the best of both worlds. mark for My Articles similar articles
The Motley Fool
April 23, 2009
Dan Caplinger
Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund. mark for My Articles similar articles
Registered Rep.
July 1, 2011
Jerry Gleeson
Selling Alpha? BAD MOVE. Talon Asset Management announces it is selling about two-thirds of its business to global investment manager BNY Mellon. mark for My Articles similar articles
Financial Advisor
October 2004
Tracey Longo
Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying. mark for My Articles similar articles
Financial Planning
November 1, 2011
David E. Adler
The ABCs of Planner Titles Do you know your REBC from your CEBS, your CIMA from your CMA, and your PFS from your RFC? mark for My Articles similar articles
Financial Advisor
June 2004
Joel P. Bruckenstein
Converting Prospects Into Clients A new online tool promises to help you do just that, but can it deliver? The platform marries a sales/client education process with a portfolio construction/portfolio management process. mark for My Articles similar articles
Registered Rep.
November 17, 2011
Jerry Gleeson
Managed Account Offering Takes Aim at Costs Lowering costs for managed accounts can be done with top-end technology, but it's not a primary goal in the space. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
March 2006
Melanie Waddell
The Playing Field: Here, There and Everywhere Dually registered advisors (advisors who are registered with both the SEC and the NASD, and are collecting both fees and commissions) have the best -- and worst -- of both worlds. However, a new study shows when implemented properly, the hybrid model can be very profitable. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2007
Marla Brill
Do Your Clients' Target Funds Measure Up? How do market watchers come up with apples-to-apples comparisons of target-date funds? The absence of a standardized benchmark has left financial advisors to wade through the burgeoning number of fund choices with only vague and often conflicting guidelines for evaluation. mark for My Articles similar articles
Registered Rep.
April 3, 2012
Diana Britton
Caution: Contents May Be Hot ETF managed portfolios -- separately managed accounts with over half of their assets in ETFs -- are among the latest hot products everyone is talking about. mark for My Articles similar articles
Financial Planning
December 1, 2006
Marshall Eckblad
The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look. mark for My Articles similar articles
Investment Advisor
May 2006
Robert F. Keane
Service, Service, Service Wealth manager Tom Orecchio has built his career on service to his clients and the profession. The plan is working. mark for My Articles similar articles
Investment Advisor
February 2007
Thomas D. Giachetti
When Should You Register? Should an investment advisor with $30 million of "assets under management" register with the SEC? It depends on whether the advisor has "qualifying" assets under management. mark for My Articles similar articles
Financial Advisor
September 2005
William H. Overgard
The Cornerstone Of The Business Any successful financial adviser knows that trust is what drives the relationship with the investor and ultimately the success of the fee-based advisory business. mark for My Articles similar articles
Financial Planning
July 1, 2011
Allan S. Roth
The Benchmarking Game When choosing a benchmark the most appropriate choice usually isn't obvious for two reasons: It's rare that portfolios match one index substantially and they also change over time. mark for My Articles similar articles
Financial Advisor
June 2011
Bruce W. Fraser
Rebuilding Trust - Part 2 Six leaders in the wealth management continue their discussion of the advisory industry and how new rules and regulations will impact it. mark for My Articles similar articles
Registered Rep.
August 1, 2007
The Art Of The Deal A true story that highlights how NOT to win a financial advisory client. mark for My Articles similar articles
Financial Planning
May 1, 2011
Donna Mitchell
Hybrid's New Groove Registered investment advisor firms looking for ways to expand their businesses might try turning to broker-dealers for a boost. mark for My Articles similar articles
Investment Advisor
October 2007
Neal Ringquist
Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth. mark for My Articles similar articles
Registered Rep.
November 1, 2006
Kevin Burke
Money Managers Don't Get RIA Market A large number of money managers still haven't figured out how to tap the registered investment advisor market to sell their funds, according to research. mark for My Articles similar articles
Financial Advisor
November 2004
Joel P. Bruckenstein
Opposite Ends Of The Spectrum Portfolio management software for the high-end and low-cost buyer. Portfolio Director... Orion Advisor Services... mark for My Articles similar articles
Investment Advisor
October 2006
Black & Bakker
Life Support A reader survey suggests how asset managers can be true partners with investment advisors. mark for My Articles similar articles
Financial Planning
April 1, 2013
Retirement Advisor Confidence Index: Reality Check for Planners Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note. mark for My Articles similar articles
Financial Advisor
November 2005
Joel Bruckenstein
Behind The Scenes At Intuit's PortfolioMinder This new portfolio management and reporting platform is capable yet inexpensive. mark for My Articles similar articles
Financial Advisor
June 2007
Tracey Longo
Finding Even Greater Growth The Financial Advisor Symposium in Las Vegas focused on practice growth strategies. mark for My Articles similar articles
Financial Advisor
August 2009
Eric Rasmussen
Wish Upon An 'IAR' RIA or IAR? Registered investment advisor or independent advisor representative; the anagram you choose will depend on how big you are and how independent you want to be. mark for My Articles similar articles
Financial Advisor
May 2011
Andrew Gluck
Finra Makes Its Move Who regulates financial advisors may shift. Here's a look at the positions various groups are taking on fiduciary standards. mark for My Articles similar articles
Financial Planning
October 1, 2010
J. Scott Slater
On Beyond AUM More advisors should look to drive additional revenue from charging separate fees for value-added services. mark for My Articles similar articles
Investment Advisor
June 2006
Kathleen M. McBride
Stretched For broker/dealers who are already stressed, dually registered advisors are a challenge being met in varied ways. mark for My Articles similar articles
Registered Rep.
October 29, 2009
Kristen French
RJFS Raises RIA minimums, LPL Pulls Past RJ in RIA Assets Raymond James is raising minimums for new RIAs who want to custody assets on its RJFS-IAD platform from $30 million to $50 million. mark for My Articles similar articles
Investment Advisor
September 2005
Kathleen M. McBride
But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P. mark for My Articles similar articles
Financial Advisor
August 2004
Sydney LeBlanc
Independent Broker-Dealers Improving SMA Programs Historically, independent advisors have been forced to sit on the sidelines while wirehouses led the way in products and technology for separately managed accounts. Increasingly, things seem to be changing. mark for My Articles similar articles
Financial Advisor
November 2009
Bruce W. Fraser
Shifting Landscape A shifting economic environment is also changing financial advisors' practice management world. mark for My Articles similar articles
Registered Rep.
February 1, 2011
Diana Britton
American Funds: A Victim of Its Own Success? The mutual fund giant's fortunes seem to have turned, with sizeable outflows. mark for My Articles similar articles
Financial Planning
August 1, 2005
Len Reinhart
Staying Active To fund boomers' later-life plans, advisers will need to change the way they think about active and passive portfolio management. mark for My Articles similar articles
Registered Rep.
December 4, 2012
Jerry Gleeson
Don't Fear Your Fees RIAs are loathe to increase rates, believing it alienates clients. But industry insiders say advisors have more juice than they suspect. Here's how to get a raise. mark for My Articles similar articles
Financial Advisor
July 2011
Bernie Clark
A Record Year For RIAs Discipline both on the expense and client care sides has created sound business practices for an evolving RIA industry. mark for My Articles similar articles
Investment Advisor
August 2005
Thomas D. Giachetti
Come Right In Here are some issues pertaining to an advisor's compliance-readiness, including a list of some of the more substantive issues that are currently the focus of SEC examiners. mark for My Articles similar articles
Investment Advisor
January 2006
Callahan & Howard
Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand. mark for My Articles similar articles
Financial Advisor
March 2005
Katz & Evensky
Investment Performance Vs. Wealth Management A survey of high-net-worth clients and their advisors reveals a marked difference in perception between the two groups, particularly regarding value, advice and performance. mark for My Articles similar articles
Financial Advisor
June 2011
Advisor Emporium Stories from our June 2011 Advisor Emporium: Russell Program Judges Business Health... Paychex Acquires New Company... RBS Launches Exchange-Traded Notes... more... mark for My Articles similar articles
Financial Planning
July 1, 2010
Marie Swift
What Have You Done For Me Lately? Do your clients understand the true value of what you do? Your best defense may be to make sure that you're articulating the value of the various services you perform. mark for My Articles similar articles
Investment Advisor
October 2008
Kodialam & Adolf
Gold Medal You can deliver exceptional service throughout the client lifecycle. mark for My Articles similar articles