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Investment Advisor November 2006 Chris Blunt |
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.  |
Registered Rep. June 15, 2015 Ryan W. Neal |
Markets Push Rise In Wealth; New Money Is Scarce North America is still the largest and most developed wealth market in the world, with wealth growing 5.6 percent in 2014.  |
Registered Rep. February 28, 2011 Hilary Johnson |
Helping Wealthy Couples Agree On Their Financial Plans One of the most challenging conversations for a financial advisor to have, for example, is getting a married couple to agree on a financial plan.  |
Investment Advisor October 2006 Chris Blunt |
Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc.  |
Registered Rep. June 9, 2014 Megan Leonhardt |
Costs Weigh Down U.S. Wealth Business U.S. and Canadian brokerages continued to have the most cost-intensive wealth management model, leading to relatively flat profit levels.  |
Registered Rep. February 1, 2012 Kristen French |
Talk to Her: How to Keep Women Clients Nearly one-half of every financial advisor's book is controlled by women, but unless advisors learn the nuances of communicating with these clients, they could disappear at the drop of a hat.  |
Registered Rep. March 11, 2011 Diana Britton |
MetLife, Other Insurers, Renew Focus On Women MetLife has launched a new educational campaign for advisors who want to target affluent women, due to renewed interest in this market.  |
On Wall Street July 1, 2012 Lorie Konish |
Global Wealth Makes Its Move Private wealth fell 0.9% to $38 trillion in North America in 2011, yet rose 10.7% to $23.7 trillion in the Asia-Pacific region. Welcome to the new reality of a so-called "two-speed world."  |
Financial Advisor August 2006 Hannah Shaw Grove |
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.  |
Financial Planning December 1, 2006 Marshall Eckblad |
Advisor Pulse According to a recent survey, financial planners may be missing a golden opportunity to establish advisory relationships with their clients' children.  |
Registered Rep. May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model.  |
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. March 28, 2012 Jerry Gleeson |
5 Ways Financial Advisors Can Engage Women Clients Attention financial advisors: your women clients may have a lower opinion of your skills than you imagine.  |
Financial Advisor March 2005 Grove & Prince |
Know Thy Clients This is the second in a series of articles about the risks, rewards and challenges of wealth management, as well as the ever-changing tools of the trade.  |
Investment Advisor August 2010 Olivia Mellan |
Majority Report: A New Approach to Advising Women Women are still less financially confident than men. Three visionary financial advisors, though, are changing their approach to serving women's financial needs.  |
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 Advisor March 2012 Bernie Clark |
The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.  |
Registered Rep. August 3, 2011 Charles Paikert |
Wealth Management Practice By and For Women Launched By San Diego Firm A San Diego wealth management firm has launched a separate practice group staffed by women and targeted at women, specifically high-net-worth women over 45 who own their own businesses, are going through a divorce or have become widows.  |
Financial Planning November 1, 2006 John J. Bowen |
Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before.  |
Investment Advisor July 2006 Robert F. Keane |
Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.  |
Financial Planning November 1, 2009 John J. Bowen Jr. |
Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management.  |
Registered Rep. March 1, 2005 Grove & Prince |
In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.  |
Investment Advisor April 2009 Lewis Schiff |
Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times.  |
Investment Advisor April 2010 Bob Clark |
Clark at Large: Venus Rising Financial advisor Eleanor Blayney has compiled her experience and wisdom on approaching personal finance from a woman's perspective into a book titled Women's Worth: Finding Your Financial Confidence due out in May, published by Direction$.  |
Financial Advisor February 2004 Grove & Prince |
Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client.  |
Registered Rep. February 25, 2010 Jerry Gleeson |
Advisors' Profit Margins Suffer in 2010 Wealth managers will find profits more elusive in 2010, and most are reconsidering their game plans accordingly.  |
Investment Advisor March 2010 Lewis Schiff |
The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.  |
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.  |
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.  |
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.  |
Investment Advisor August 2006 Susan L. Hirshman |
The Wealth Advisor: Lessons From the Best With a targeted client plan consisting of an integrated approach for client segmentation, actively pursuing referrals, and furthering meaningful client contact, financial advisors will be on their way to meeting their clients' financial needs.  |
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.  |
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.  |
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.  |
On Wall Street June 1, 2010 |
Five Questions With Gurinder Ahluwalia The President/CEO of Genworth Financial Wealth Management talks about his company's goals and services.  |
On Wall Street April 1, 2013 Donald Jay Korn |
Ultra-Wealthy Wary of Trusting a Single Advisor While ultra-wealthy individuals tend to put their trust in wealth managers, the bad news is most tend to use multiple advisors.  |
Registered Rep. December 2, 2013 Diana Britton |
Leaving Home We ask why aren't advisors doing a good job of capturing the assets of their clients' kids?  |
Financial Advisor January 2009 Rebecca Pomering |
Turning Turbulence Into Growth Turmoil is creating big opportunities.  |
Trusts & Estates May 2002 |
Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.  |
Registered Rep. May 24, 2013 Sallie Krawcheck |
Don't Fence Me In Women start businesses at twice the rate of men and predict a bright future for the wealth management industry.  |
Financial Advisor March 2004 Grove & Prince |
Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions.  |
Financial Advisor December 2004 Gregory Bresiger |
Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients.  |
Financial Planning October 1, 2012 John J. Bowen, Jr. |
Elite Advisors' Best Practices: What Makes for a Successful Planner How do the best financial planners become successful? Developing a vision and a plan for your business takes focus, collaboration and consistency. And it s how the best performers enhance their success.  |
Registered Rep. May 31, 2011 Charles Paikert |
Wealth Management Business Booming, but Pricing Practices Questioned Questions arise from a widely anticipated new study from The Boston Consulting Group released yesterday.  |
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.  |
Financial Advisor September 2010 Caren Chesler |
Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors?  |
Financial Advisor August 2008 Tracey Longo |
The Emerging Profile Of Women Investors If you run an analysis on your own client base to see how many women investors you have, you may be surprised at their numbers and their might.  |
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. 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.  |
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.  |