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Registered Rep.
March 1, 2006
Lynn O'Shaughnessy |
Collaborative Divorce A bitter divorce can be hard on everybody, including a financial advisor. As husband and wife try to inflict emotional and financial damage on one another, their advisor may be caught in the middle. But there is a better way -- collaborative divorce.   |
Financial Planning
October 1, 2010
Jim Grote |
Split Decisions Mark Hill has used his expertise in divorce planning to build his wealth management practice. |
Financial Planning
October 1, 2013
Miriam Rozen |
How to Tap Divorce Attorneys for Work Some advisors spell opportunity D-I-V-O-R-C-E. Here are their tips for working the breakup. |
Financial Planning
August 1, 2012
Donald Jay Korn |
Split Decisions A fundamental fact of divorce is that it realigns relationships. When their clients divorce, financial planners must make sure they promptly and clearly redefine their own relationships with those clients. |
Financial Advisor
May 2007
Bruce W. Fraser |
When Clients Divorce When faced with divorcing clients, financial advisors can lose two clients, retain one or both. Which will you experience? |
Financial Advisor
April 2007
David Lawrence |
RIM Shot Service pricing is not the sole issue for today's financial advisors to deal with. There are several issues unique to Retirement Income Management practices that require attention. |
Financial Advisor
July 2005
Lynn O'Shaughnessy |
A Kinder, Gentler Way To Divorce The financial impact of blowing a marriage apart can leave behind a lot of destruction. But collaborative divorce is gaining popularity as a way to ease much of the pain and suffering. |
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. |
Financial Advisor
February 2, 2009
Jeff Schlegel |
Surviving The Plunge Amid falling assets and revenue, advisors try to positions themselves for the eventual upturn. |
Financial Advisor
November 2006
Tracey Longo |
Is The Price Right? When it comes to pricing, many financial advisors are nowhere near as efficient and profitable as they could be. |
Registered Rep.
June 1, 2004
Anne Field |
The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up. |
Financial Advisor
April 2005
David L. Lawrence |
Linking Client Profitability To Client Acquisition Goals The kind of financial advisory practice you operate will determine the type of client you seek. |
Financial Advisor
March 2012
Bill Bachrach |
A Huge Opportunity Why flat fees are going mainstream. |
Financial Planning
July 1, 2013
Bob Veres |
How to Fix the AUM Fee Model Advisors are trying a dizzying variety of compensation plans. Some have been a lot more successful than others. |
Financial Advisor
August 2012
Jeffrey H. Rattiner |
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. |
Financial Planning
October 1, 2011
Donna Mitchell |
Knowing Their Worth Many advisors are squeamish about taking anything other than a flat percentage fee for assets under management. |
Financial Advisor
July 2008
Rebecca Pomering |
When Is The Price Right? To answer the question -- how much, or equally important, in what way should an advisor be charging -- one has to understand a number of things about an advisor's practice. |
Financial Planning
June 1, 2007
Kathy Gevlin |
Advisor Pulse The happiest financial advisors really do put their clients first, asserts the first study of advisor satisfaction. |
Investment Advisor
February 2008
Angela Herbers |
Barring the Door How to stop training your (future) competition. |
Financial Advisor
April 2005
David J. Drucker |
Moving On How financial advisory firms are dealing with planners who leave, and take clients with them. |
Financial Planning
October 2, 2007
Elizabeth O'Brien |
Advisor Pulse A new study reveals that while 95% of all financial advisors believe they've talked about fees with their clients, only 66% of customers say their advisor has initiated a fee discussion with them. |
Financial Planning
October 1, 2006
Bob Veres |
Fee Rebuttal This isn't a contest where the lowest fees win. When we talk about compensation, the issue should always be a fair price for whatever service is provided. The most important thing advisors can do is align their interests directly with their clients'. |
The Motley Fool
September 5, 2006
Dan Caplinger |
How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence. |
Investment Advisor
October 2010
Angela Herbers |
Show Yourself the Money Advisors need to learn to pay themselves first |
The Motley Fool
July 2, 2004
Selena Maranjian |
Cost-effective Divorces Divorces often cost thousands of dollars -- but they don't have to. |
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 Advisor
May 2004
Raymond Fazzi |
Niche Players Provide More Choices For Advisors Many are trying hard to differentiate themselves---and are succeeding. |
Investment Advisor
September 2005
Mark Tibergien |
Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value. |
Registered Rep.
July 5, 2011
Jerry Gleeson |
When Advisors Add Value, Pricing Power Follows Advisors who want to charge more for their services have to differentiate themselves from their competitors. |
Financial Advisor
July 2011
David Lawrence |
The Mobile Advisor Is working without an office a viable business model? |
Financial Advisor
August 2010
David Lawrence |
The Art Of Collaboration Three leading advisory firms describe how they use teamwork in their practices. |
Financial Advisor
February 2004
Sydney LeBlanc |
Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms. |
Registered Rep.
September 29, 2005
John Churchill |
Are You Charging Enough? With competition fierce -- and clients more informed than ever -- it's important to make sure that you are not selling yourself short. In fact, you may not be charging enough for your financial advisory services. |
Financial Planning
July 1, 2012
Janice Fioravante |
Secrets and Lies Advisors' burdens often center on the deceptions, frauds and blunders wrought by their own clients. |
Investment Advisor
September 2007
Kathleen M. McBride |
A Trend Confirmed? Advisory fees overtake commission revenue at Commonwealth. So what does this mean for the independent broker/dealer industry? Will other firms soon reach the point at which fee revenue dominates? |
Registered Rep.
November 1, 2005
John Churchill |
You're Worth So Much More Clients might not agree, but there's rising evidence that advisors are not charging enough for their services. |
Financial Planning
August 1, 2009
Donna Mitchell |
Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees |
Financial Planning
May 1, 2013 |
Ameriprise's Don Froude: 'Take Care of My Family' For the head of Ameriprise Financial s Personal Advisors Group, the ultimate compliment is to have a client turn to his planner in time of crisis. |
Investment Advisor
October 2009
Lewis Schiff |
The Affluentialist: Beyond the Numbers The more intricate the financial and personal lives of clients, the more likely clients will ask for non-financial advice. |
Registered Rep.
May 1, 2006
Janet Arrowood |
Addition by Division Advisors need to be at the top of their game when working on insurance coverage in divorce proceedings, because people often behave badly when the talk turns to money. |
Financial Planning
November 1, 2011
John J. Bowen, Jr. |
Learn To Let Go The idea of shedding clients and the revenue they bring may sound reckless, especially in an uncertain economic environment. But working with non-ideal clients is holding you back from reaching your full potential. |
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. |
Financial Advisor
September 2005
Bruce W. Fraser |
Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly. |
Financial Advisor
May 2005
Raymond Fazzi |
Betwixt And Between Hybrid advisors work in both the fee-based and commission worlds. |
Financial Planning
November 1, 2011
Stephanie Bogan |
It's Raining, It's Pouring! Regardless of challenging market conditions, and in some ways furthered by them, experts believe the planning profession has yet to see its heyday. |
Financial Advisor
January 2004
Charles Stroller |
Advisor Sees Divorce Mediation Boom Dan Taylor says his new program will shake up the financial services industry. His Divorce Mediation Program grew out of his "desire to escape the stifling regulation and increased commoditization of the financial services industry." |
Registered Rep.
March 31, 2015
Anne Field |
Compensation Alternatives For advisors targeting younger clients, an AUM-based fee doesn't make much sense, and increasingly high-net-worth clients suspect they are not getting their money's worth. |
Investment Advisor
October 2010
Maya Ivanova |
A Decade of Evolution Advisory practices make gains, but still face challenges |
AskMen.com
August 5, 2001
Liz Wertman |
How To Divorce Like You Are Buying A TV By preparing, you will be able to make informed decisions that will put you in control of your divorce. You will be in a position to negotiate with your spouse and your lawyer with self-confidence... |
AskMen.com
Michael Estrin |
How to Find a Financial Advisor Whether you're building your assets, minimizing your liability or managing your money, a good financial advisor is critical. Here's how to find the best one for you |
