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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.  |
Financial Advisor September 2007 |
Where They Stand Semiannual ranking of the top separately managed accounts in nine categories.  |
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.  |
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.  |
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.  |
Financial Advisor March 2012 |
FA's Annual SMA Ranking Financial Advisor offers a ranking of the top separately managed accounts in nine categories.  |
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.  |
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.  |
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.  |
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.  |
Registered Rep. May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model.  |
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.  |
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.  |
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.  |
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.  |
Investment Advisor July 2009 James J. Green |
Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought.  |
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.  |
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.  |
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.  |
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.  |
HRO Today Jul/Aug 2008 |
Global RPO Provider Leaders A ranking of vendors with global deal engagements.  |
Registered Rep. March 1, 2005 Grove & Prince |
In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.  |
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.  |
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.  |
Inc. October 2007 |
Update Two more companies join a list of the 500 fastest growing companies.  |
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.  |
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.  |
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.  |
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.  |
Entrepreneur April 2009 Emily Weisburg |
Top 120 Restaurant Franchises All the information you need to start your own restaurant in this economy.  |
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.  |
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%.  |
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.  |
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.  |
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.  |
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?  |
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.  |
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.  |
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.  |
Registered Rep. August 1, 2005 |
Briefs Ripe Targets: Family Business Owners... SBA Loan Demand Still High... What the Women Are Telling You...  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Investment Advisor April 2008 James J. Green |
Deep Bench To offer wealth management services efficiently, you need strong performers in your corner.  |
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.  |