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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
Investment Advisor
April 4, 2011
Savita Iyer-Ahrestani
Advisors Beware: The Downside of Behavioral Finance A superficial understanding of behavioral finance can be counterproductive mark for My Articles similar articles
Financial Planning
August 1, 2010
Donna Mitchell
Who's Planning? A study by Boston-based AiteGroup found that only 18% of independent advisors make financial planning the center of their practice. 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
On Wall Street
January 1, 2011
Lee Conrad
Crossing From The Ivory Tower To The Office Tower Knowing what an investor wants and how his or her feelings color decision-making is becoming more crucial in the increasingly competitive world of attracting and retaining high-net-worth clients. mark for My Articles similar articles
Financial Planning
September 1, 2010
Donna Mitchell
Wealth Management Psych Out Behavioral finance is a field that is gaining traction among financial advisors. It is a full-fledged discipline that offers tools serious wealth management firms are using to understand and serve high-net-worth clients. mark for My Articles similar articles
Financial Planning
March 1, 2013
John J. Bowen, Jr.
For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management. mark for My Articles similar articles
Financial Advisor
June 2012
Forward Progress Five experts discuss the state of the advisory business. mark for My Articles similar articles
Investment Advisor
September 2009
Lewis Schiff
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. mark for My Articles similar articles
Financial Advisor
May 2012
Karen DeMasters
Advisors Often Work Against Clients' Interests, Study Says Financial advisors often work against their clients' interests if it means earning more in fees, according to a recent study by the National Bureau of Economic Research. mark for My Articles similar articles
Investment Advisor
August 2009
Melanie Waddell
More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement. mark for My Articles similar articles
On Wall Street
October 1, 2010
Denise Federer
The Behavior Profile Are you a perceptive financial advisor? Being able to identify your client's financial decision-making and investment style is important in communicating effectively with them. mark for My Articles similar articles
On Wall Street
December 1, 2010
Denise Federer
Creating Better Branch Manager Relationships Have you ever considered the role your branch manager's actions play in your success and satisfaction as a financial advisor? mark for My Articles similar articles
Financial Planning
January 1, 2012
Bob Veres
True Cost of Tactical Management Investment companies are going to be facing very different selection criteria than in the past. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2007
Sherri Scordo
Financial Advisor's 2007 Broker-Dealer Guide Top independent broker-dealers ranked by gross revenue: LPL... AIG Advisors Group... ING Advisors Network... etc. mark for My Articles similar articles
On Wall Street
June 1, 2011
Carl Resnick
ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available. mark for My Articles similar articles
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.. mark for My Articles similar articles
Financial Planning
July 1, 2010
Marion Asnes
Envestnet's Fiduciary Opportunity Bill Crager, president of Envestnet, is not going to wait for Washington to figure out the fate of the fiduciary standard. The way he sees it, the market has already spoken. mark for My Articles similar articles
Financial Advisor
July 2008
Tracey Longo
Can Advisors Protect Retirees From Themselves? Fear of loss and greed for gains accelerates when investors retire. This has financial services firms working overtime to find ways around investors' emotions. mark for My Articles similar articles
Financial Planning
August 1, 2013
Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
November 2005
Chris Blunt
Seven Deadly Sins As advisors help investors move from the seven deadly sins of investing to a long-term strategy of reality-based investing, they will need to be part planner, part coach, and part psychotherapist. mark for My Articles similar articles
Investment Advisor
October 2010
Maya Ivanova
A Decade of Evolution Advisory practices make gains, but still face challenges mark for My Articles similar articles
Investment Advisor
March 2009
Melanie Waddell
Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
January 1, 2012
Elizabeth Wine
A Fresh Look at Risk Amidst the worried debate over whether the United States will tumble into recession this year, market watchers agree on one thing: volatility is here to stay. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
March 2, 2015
Megan Leonhardt
Rep as Portfolio Manager Wirehouse and national firms are the most likely to offer advisor-directed platforms, followed by the bank and independent broker/dealer channels. 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
On Wall Street
June 5, 2009
Denise Federer
Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets. mark for My Articles similar articles
On Wall Street
January 1, 2009
Larry Silver
The Success Formula 2008 was a year we would all rather forget. Yet the lessons learned could direct both advisors and clients on new roads to successful investing this year. 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
Financial Advisor
June 2007
Sherri Scordo
Indepedent Broker-Dealers/Financial Advisor's 2007 Snapshot of Leading Firms Advantage Capital Corporation... AIG Financial Advisors... American General Securities, Inc... etc. mark for My Articles similar articles
Financial Advisor
October 2005
Chris Radford
Practice Management: What The Survey Doesn't Say Because there are no surefire business plans for success, it takes a unique combination for each financial advisor to find the "x-factor" -- that intangible number in every business opportunity that equals ultimate success. mark for My Articles similar articles
On Wall Street
June 1, 2009
Denise Federer
Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
January 22, 2015
Ryan W. Neal
Advisor Industry Shrinks While Assets Continue to Grow A recent report by Cerulli Associates found that the industry shrank 1.9 percent to 287,119 advisors in 2013. Asset levels, however, are on the rise. mark for My Articles similar articles
On Wall Street
September 1, 2009
Helen Kearney
What Clients Want Now Clients are upset and they're voting with their feet. But instead of bemoaning your woes, you should view this as a time to prove your worth. mark for My Articles similar articles
Registered Rep.
December 4, 2012
Gallant & Schneider
Are We There Yet? No, But FAs Can Help. In Search of Retirement Income Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal. mark for My Articles similar articles
Financial Advisor
December 2005
Grove & Prince
Raising The Bar On Value-Added Services There is an unequaled opportunity for growth when financial advisors leverage the expertise and resources of financial institutions and partner with their product providers. mark for My Articles similar articles
Financial Planning
November 1, 2010
Joni Youngwirth
Calling All Advisors Over the past five years, advisors recruiting advisors has become an increasingly hot topic. Why? mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
March 30, 2012
Anne Field
Human Behavior A discipline combining economics and psychology, behavioral finance turns one basic tenet of economic theory -- that people make rational decisions when given the right information -- on its head. mark for My Articles similar articles
Financial Advisor
June 2004
Harold Evensky
Clients Misbehavin' Nobel laureate Daniel Kahneman, a psychologist at Princeton University, applies lessons from behavioral finance to client management and identifies several common mistakes individual investors are prone to make. mark for My Articles similar articles
Registered Rep.
August 1, 2004
Stan Luxenberg
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. mark for My Articles similar articles
Financial Planning
August 1, 2007
Marshall Eckblad
Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink. mark for My Articles similar articles
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
Investment Advisor
August 2010
Melanie Waddell
Broker/Dealer Marketing: Finding Their Voice Broker/Dealers are waking up to the new, post-downturn marketing environment. Here are a few of the best ideas. mark for My Articles similar articles
Financial Advisor
February 2012
Social Media Losing Some Appeal With Financial Advisors Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses. mark for My Articles similar articles