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Registered Rep.
July 21, 2006
Kristen French
Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning. mark for My Articles similar articles
Financial Advisor
September 2007
Where They Stand Semiannual ranking of the top separately managed accounts in nine categories. mark for My Articles similar articles
Registered Rep.
November 1, 2005
John Churchill
Doing More With What You've Got Despite increasingly fierce competition for the wealthiest clients, those with practices focused on the high-net-worth segment expect their practices to grow significantly in the coming years, according to a survey. mark for My Articles similar articles
On Wall Street
March 1, 2013
Margarida Correia
America's Wealthy Consider Abandoning United States In their scramble to shield their wealth from higher taxes, America s richest individuals are considering relocating to tax-friendlier states and, in some cases, countries. mark for My Articles similar articles
Registered Rep.
December 1, 2002
Walter H. Zultowski
Who Wants a Wealth Manager? Are potential clients excited about the prospect of receiving wealth management services? And of those who are, what characteristics do they share? Phoenix, which specializes in this market, set out to answer these questions in a survey of the high-net-worth population. mark for My Articles similar articles
Financial Advisor
March 2012
FA's Annual SMA Ranking Financial Advisor offers a ranking of the top separately managed accounts in nine categories. mark for My Articles similar articles
Registered Rep.
July 1, 2004
David A. Gaffen
More Rich People to Serve According to the annual World Wealth Report, prepared by Merrill Lynch and Capgemini, the number of high-net-worth investors worldwide rose to 7.7 million, a 7.5 percent increase, or a net 500,000 people. mark for My Articles similar articles
Registered Rep.
April 1, 2008
Christina Mucciolo
Citi Reorganizes For Smith Barney Citigroup announces plans to reorganize its private bank and Global Wealth Management division into four separate units according to client wealth. mark for My Articles similar articles
Wall Street & Technology
January 23, 2007
A Good Year for WMPs North American sales of wealth management platforms are expected to remain strong, reports Celent in its recent ranking of WMP vendors. mark for My Articles similar articles
Financial Planning
July 1, 2005
Kathy Gevlin
Adviser Pulse Although the market is driving the investment industry toward a more holistic wealth-management approach, the transition itself needs to be carefully managed. mark for My Articles similar articles
Registered Rep.
May 1, 2005
13 Percent Percentage of advisors who say they have switched to a wealth management model. mark for My Articles similar articles
Financial Planning
July 1, 2007
Kathy Gevlin
White Paper The study points out a number of attitude and behavior changes among surveyed high-net-worth individuals. For the first time in the survey's six-year history, with regard to investing, wealthy individuals care as much about return on assets as they do about preservation of assets. mark for My Articles similar articles
Financial Planning
August 1, 2013
Charles Paikert
What the Rich Need Now Three new reports suggest the wealth management industry still needs improvement - and hint at a slowdown after recent growth. mark for My Articles similar articles
Registered Rep.
June 22, 2011
Charles Paikert
Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports Wealth managers need to make key changes in the way they do business to stay competitive, two major studies of the industry have concluded. mark for My Articles similar articles
Registered Rep.
September 18, 2014
Megan Leonhardt
Increased Trust Drives HNW Investors' Increased Risk As the markets provide room to run, wealthy investors' trust and confidence in their wealth managers and firms is on the rise -- as well as their appetite for growth-based investing. 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
Registered Rep.
July 19, 2011
Charles Paikert
New Rankings: New York, Houston Shine As Wealth Management Hot Spots Wealth management firms who aren't doing business in the New York or Houston markets may be asking themselves why not. mark for My Articles similar articles
HBS Working Knowledge
November 14, 2005
Forced Ranking: Making Performance Management Work This excerpt from the new book Forced Ranking: Making Performance Management Work by Dick Grote lays out the business case for forced ranking where the practice ensures top talent is appreciated, rewarded, and retained. mark for My Articles similar articles
Registered Rep.
March 25, 2011
Charles Paikert
Survey: High-Net-Worth Investors Remain Confident Despite Global Turmoil Despite increasing turmoil around the world, high-net-worth investors in the U.S. remained confident in the economy and the stock market, according to Phoenix Marketing International's latest tracking survey. mark for My Articles similar articles
Financial Planning
February 1, 2008
Stacy Schultz
White Paper The Phoenix Companies and Harris Interactive recently conducted a survey of high-net-worth women. Here is a summary of their findings. mark for My Articles similar articles
HRO Today
Jul/Aug 2008
Global RPO Provider Leaders A ranking of vendors with global deal engagements. mark for My Articles similar articles
Registered Rep.
March 1, 2005
Grove & Prince
In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk. mark for My Articles similar articles
Entrepreneur
August 2009
Tracy Stapp
Retail Franchises to Start Now From pets to furniture to health products, you'll surely find something to love in our list of 123 retail franchises. mark for My Articles similar articles
Registered Rep.
December 7, 2004
John Churchill
Buying Up the Rich---and Their Advisors It takes years of hard work to grow an organization of qualified wealth managers. So firms are buying them instead. The latest of several major firms to do so is Swiss giant UBS. mark for My Articles similar articles
Inc.
October 2007
Update Two more companies join a list of the 500 fastest growing companies. mark for My Articles similar articles
Registered Rep.
March 2, 2010
Check Out RegisteredRep.com's Newly Revamped Advisor Forums Want to "socialize" with other financial advisors? Discuss how to sell your book? Have a question about marketing yourself to high-net-worth investors? These and many more topics are being discussed right now on RegisteredRep.com's Advisor Forums. mark for My Articles similar articles
Entrepreneur
October 2009
Head of the Class The Princeton Review's annual ranking of entrepreneurship programs names 50 schools that have an edge - and one that beat them all. mark for My Articles similar articles
Registered Rep.
July 9, 2003
Nigel Goodman
The "Potential" Play in the HNW Game The pursuit of high-net-worth clients is a tough road. An increasing number of financial advisors are trying to land well-to-do clients before they attain high-net-worth status. mark for My Articles similar articles
Wall Street & Technology
June 2, 2009
Melanie Rodier
China Wealth Management Market Has Huge Potential Wealth management services from Chinese banks have huge potential, according to a new report. mark for My Articles similar articles
Entrepreneur
April 2009
Emily Weisburg
Top 120 Restaurant Franchises All the information you need to start your own restaurant in this economy. mark for My Articles similar articles
Financial Planning
January 1, 2007
John J. Bowen
It's a Coalition Effort Wealth management works -- that is, if everyone at your financial advisory firm works to make it happen. mark for My Articles similar articles
The Motley Fool
September 27, 2011
Sean Williams
Noah Holdings Shares Temporarily Popped: What You Need to Know Shares of Chinese high-net-worth wealth management company Noah Holdings popped as much as 11% this morning before giving up much of its gains, and now is up just 3%. mark for My Articles similar articles
Registered Rep.
April 1, 2005
John Churchill
Wealth + Apathy = Opportunity The good news for high-net-worth hunters: A large subset of affluent clients --- self-directed investors --- tend to be nonplussed by their current advisory relationship. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
March 1, 2008
John J Bowen
Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes. mark for My Articles similar articles
U.S. Banker
July 2010
Howard Stock
Worthwhile Wordplay? With the ranks of the affluent shrinking, some banks are downplaying the wealth in their wealth management marketing. Can a shift in semantics make a difference? mark for My Articles similar articles
Wall Street & Technology
January 23, 2007
Greg MacSweeney
Mellon Focused on Bank of New York Merger and new Private Wealth Management Platform Mellon is looking to take advantage of the Bank of New York's international reach while launching a new platform that will transform the way wealth managers interact with ultra-high net worth clients' other advisors. mark for My Articles similar articles
Financial Advisor
February 2005
Grove & Prince
Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade. mark for My Articles similar articles
On Wall Street
November 1, 2010
Bill Willis
The Treasure Within In an effort to compete for the high-net-worth segment of the retail market, Merrill Lynch, Morgan Stanley and UBS have formed separate divisions, which were developed to focus on the challenges unique to this wealthy group. mark for My Articles similar articles
Registered Rep.
August 1, 2005
Briefs Ripe Targets: Family Business Owners... SBA Loan Demand Still High... What the Women Are Telling You... mark for My Articles similar articles
Investment Advisor
April 2008
James J. Green
Innovate and Differentiate Independent advisors and their partners are coming up with all sorts of innovative ways to efficiently deliver actual wealth management services to their high-net-worth clients. mark for My Articles similar articles
Financial Advisor
September 2010
Semiannual Separately Managed Account Ranking Following is Financial Advisor's semiannual ranking of the top separately managed accounts in nine categories. mark for My Articles similar articles
Financial Planning
August 1, 2008
Charles Williamson
Risky Business When working with high-net-worth clients, it is of paramount importance to discuss property and casualty insurance. mark for My Articles similar articles
Financial Advisor
April 2005
Grove & Prince
The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management. 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
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. 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
Registered Rep.
May 24, 2010
Halah Touryalai
The Ultra Wealthy Have A Gloomy Outlook, Keeping A Careful Eye on Their Portfolios The financial crisis left some serious emotional scarring on the ultra rich. mark for My Articles similar articles
Investment Advisor
April 2008
James J. Green
Deep Bench To offer wealth management services efficiently, you need strong performers in your corner. mark for My Articles similar articles
Financial Planning
October 1, 2010
Bequests and Parity Edward Wolff finds that small inheritances are equalizing, and you don't want to tax them away. That is very relevant to the current debate on whether the estate tax should be maintained. mark for My Articles similar articles