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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.  |
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. 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. May 6, 2007 Christina Mucciolo |
More Millionaires Investing on Their Own, Study Says There are a lot of millionaires in the United States. More than ever, in fact, according to recent research. But are they turning to financial advisors for help? Well, yes, and no.  |
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 June 2007 Kara P. Stapleton |
Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.  |
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.  |
Investment Advisor July 2008 Kara P. Stapleton |
Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors.  |
Investment Advisor April 2010 Robert F. Keane |
Catching Up With... A short conversation with Fidelity Client Experience Executive VP Maggie Serravalli.  |
Financial Planning January 1, 2010 Donna Mitchell |
Articulate Your Value A majority of financial advisory clients have been very satisfied with the performance of their providers since the onset of the financial crisis and market meltdown, but almost 10% of clients are neutral or dissatisfied.  |
Financial Advisor July 2008 Marla Brill |
Keeping Millionaire Clients Happy Millionaire investors are worrying more about the market than they used to. Here are some suggestions to keeping their worries grounded.  |
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.  |
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.  |
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.  |
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 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.  |
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.  |
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 Advisor September 2004 Dorothy Hinchcliff |
Here Come The Big Boys Fidelity and Pershing are competing for advisors' trust business.  |
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.  |
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.  |
Financial Planning February 1, 2010 Donna Mitchell |
More Money in Motion During the financial crisis, the majority of high-net-worth clients maintained accounts with at least two financial advisors, Boston-based Cerulli Associates said in a January report.  |
Registered Rep. April 7, 2011 Kristen French |
Switching To Independent Model Keeps Up Pace Migration to the independent financial advisor model -- independent b/ds and RIAs -- is likely to continue unabated in 2011.  |
Financial Advisor November 2003 Blomfield & Hamil |
Who Puts Clients First? Client-centered financial advisors have an edge over ones focused on investments.  |
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 June 2011 Timothy P. McGrath |
Expect To Work Harder Advisors need to communicate with clients more and provide them with more active portfolio management.  |
Investment Advisor April 2008 Bob Clark |
No More Mr. Nice Guy It appears independent advisors may be changing, and not necessarily for the better.  |
Investment Advisor May 2009 James J. Green |
Numerology: No One Way Researchers have discerned a number of core themes regarding how advisors are conducting retirement income planning.  |
Investment Advisor November 2009 James J. Green |
Advisors Need to Think More Broadly, Act More Creatively In the tenth iteration of the Rydex AdvisorBenchmarking study lessons from the crisis can be gleaned.  |
Registered Rep. March 16, 2011 Charles Paikert |
Lessons from 2008 Helping Wealth Managers Cope with Current Crisis Lessons learned from the financial crisis of 2008 and 2009 are serving wealth managers well as they -- and their clients -- confront a cascade of unsettling economic news from the Mideast and Japan.  |
Registered Rep. December 8, 2011 Jerry Gleeson |
Fidelity's Upgrade of myStreetscape Includes Mobile Functions Fidelity's new myStreetscape is available on the Web, offers more functions, improved navigation and expanded features.  |
Financial Advisor July 2012 |
It's A Trust Thing People trust their financial advisor more than their primary doctor, according to a recent survey of investors by John Hancock Financial.  |
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.  |
Investment Advisor February 2009 Kara P. Stapleton |
Losing May Mean a Move to Cash A new report for the advisory industry finds the wealthy are changing their retirement plans.  |
Registered Rep. May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model.  |
Registered Rep. December 4, 2012 Megan Leonhardt |
(No) Experience Necessary When it comes to being a financial advisor, the more experience -- the more years you have on you -- the better, right? Not quite. A new study shows that firms should be cautious when bringing aboard advisors heavy on experience.  |
On Wall Street September 1, 2010 Aarti N. Maharaj |
Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.  |
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.  |
On Wall Street October 1, 2008 Larry Silver |
Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio..  |
Financial Advisor April 2007 William Glasgall |
Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change.  |
Investment Advisor December 2009 James J. Green |
Catching Up With...Gary Gallagher A chat with LPL's executive VP strategic programs and support services.  |
Registered Rep. December 4, 2014 Diana Britton |
Investors Prefer Holistic Advice, CFP Board Says Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life.  |
Financial Planning September 1, 2007 Elizabeth O'Brien |
Advisor Pulse Advisor, advise thyself! A recent survey finds that most advisors did not understand the market value of their business or have a succession plan.  |
Financial Planning October 1, 2008 Stacy Schultz |
What's the Alternative? Bank of America Alternative Investment Solutions studies high-net- worth investors' attitudes toward alternative investments.  |
Investment Advisor November 2006 |
Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now.  |
The Motley Fool July 7, 2005 Selena Maranjian |
Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising.  |
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.  |
Financial Advisor September 2005 Raymond Fazzi |
A Question Of Trust Custodians square off in a newly competitive trust services market.  |
Registered Rep. September 30, 2014 |
Advisor Views on ETFs As exchange traded funds continue to take more market share, the number of advisors using the structure increased to 84 percent in 2014, up from 82 percent in 2013.  |
Investment Advisor April 2006 Maya Ivanova |
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.  |