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On Wall Street
November 1, 2012
Mason Braswell
Back Office Headaches: Inefficiencies Delay Account Opening Inefficiencies in account opening irk advisors and potential clients alike. 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
Registered Rep.
July 26, 2011
John Aidan Byrne
Online Brokerages Still Grabbing Market Share From Wirehouses Online brokerages continue to take market share from the wirehouses, according to a new report. mark for My Articles similar articles
Registered Rep.
April 7, 2011
John Aidan Byrne
Report : Wealth Management Firms To Jack Up CRM Spend Wealth management firms are expected to invest heavily in customer relationship management technology over the next three years, according to a new report from Aite Group. mark for My Articles similar articles
Wall Street & Technology
October 26, 2005
Missed Opportunity Brokerages are missing a cost-effective opportunity to gain new customers and are lagging behind their banking peers by failing to offer online account opening services, according to a study. mark for My Articles similar articles
Wall Street & Technology
May 28, 2008
Cory Levine
Client Relationships Are Key for Wealth Managers Aite Group study finds that subject matter expertise and listening skills are most important to clients in building a strong financial planning relationship. mark for My Articles similar articles
Registered Rep.
October 13, 2011
John Aidan Byrne
Financial Advisors Embrace Mobile Computing Financial advisors are finally catching up with their clients in mobile computing. mark for My Articles similar articles
Registered Rep.
January 28, 2011
John Aidan Byrne
Banks Losing Mass Affluent To Online Brokerages U.S. and Canadian banks say developing mass affluent wealth management business is a top priority, but they're not doing enough about it. mark for My Articles similar articles
Registered Rep.
November 30, 2010
John Aidan Byrne
Report: Merrill Edge Threatens Online and Regional Brokers, Not Its Own FAs A new report by research firm Aite Group this week, sees Bank of America Merrill Lynch's recently expanded online brokerage business -- as a serious challenge to the online business of powerhouses such as Charles Schwab and Fidelity Investments. mark for My Articles similar articles
Registered Rep.
November 4, 2011
John Aidan Byrne
Rep-as-Portfolio Manager Programs Taking Off Despite the compliance hurdles, more than one third of financial advisors see direct handling of clients' assets by FAs acting as their portfolio managers clearly outpacing other fee-based management styles in the next three years. mark for My Articles similar articles
Financial Advisor
March 2012
Keeping Up In An Evolving Space Scalability. Profit pressures. Self-directed investing. Increased use of mobile applications. These are some of the trends to watch in the financial advisor industry in coming months. mark for My Articles similar articles
Registered Rep.
February 1, 2006
Russ Alan Prince
Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market. mark for My Articles similar articles
Financial Planning
November 1, 2012
Elson et al.
Hot Topics Rosy outlook for advisory firms... Changes coming for ce credit... Retirement sweet spot... mark for My Articles similar articles
Wall Street & Technology
April 26, 2007
Online Brokerage Customers Can Be Fickle More Than 20 Percent of Online Brokerage Users Are Considering Changing Brokers Online brokerage tools play a significant factor in retaining existing clients, a new report notes. mark for My Articles similar articles
Registered Rep.
December 21, 2011
Diana Britton
Aite: Bloom Coming Off the Rose of Social Media? Financial advisors are just getting started, and already, the bloom seems to be coming off the rose, Aite Group says. mark for My Articles similar articles
Wall Street & Technology
March 19, 2007
Aite Recommends Improving Advisor Productivity in Wealth Management Market Aite Group recently released its evaluation of wealth management platforms and noted the importance of improving adviser productivity in an industry experiencing consolidation. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
April 16, 2010
Jerry Gleeson
Merrill Advisor Defections Flat In Q1, Profit Falls Profits were down last quarter at Merrill Lynch but the brokerage's performance still helped to lift the fortunes of its new parent, Bank of America Corp. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
January 2004
Grove & Prince
Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client mark for My Articles similar articles
Bank Technology News
March 2011
John Adams
Self Service With An Edge When it comes to attracting wealth management clients, the new focus is entirely on control - specifically giving control to customers via electronic channels. mark for My Articles similar articles
Registered Rep.
February 1, 2012
Jerry Gleeson
Focus Financial Obtains New Credit Line for Acquisitions Focus Financial Partners' pockets just got a lot deeper. A consortium of banks approved a credit facility of up to $320 million for the New York City-based registered investment advisor aggregator, almost double the size of its previous facility of $155 million. mark for My Articles similar articles
Financial Planning
September 1, 2010
Donna Mitchell
Social Value A joint study of 144 registered investment advisors by Pershing Advisor Solutions and Aite Group offers evidence that social media is more than an afterthought for advisors. Instead, it's a useful tool for reaching potential customers. mark for My Articles similar articles
Registered Rep.
May 1, 2005
13 Percent Percentage of advisors who say they have switched to a wealth management model. mark for My Articles similar articles
Wall Street & Technology
January 23, 2007
It Costs More Than You Think Two of the slowest areas of the retail brokerage industry to adopt process automation have been the direct business of mutual funds and annuities. mark for My Articles similar articles
Registered Rep.
February 25, 2011
Diana Britton
Financial Advisors Must Prepare For Coming Retirement Advice Boom As Baby Boomers retire, and switch gears from asset accumulation to asset distribution, advisors are going to have to become more sophisticated and efficient in their delivery of financial advice mark for My Articles similar articles
Registered Rep.
March 1, 2005
Grove & Prince
In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
September 27, 2011
Jerry Gleeson
Want More Prospecting Time? Integrate Your Tech, Study Says The cost of inefficient technology integration at registered investment advisor practices may be more than you would think. mark for My Articles similar articles
Registered Rep.
June 6, 2011
John Aidan Byrne
Wall Street Brokerages Set For More Advisor Defections? Switching for big signing bonuses spiked during the recent financial crisis when Wall Street's biggest brokerages merged or were acquired. But it died down a bit after Merrill Lynch and Morgan Stanley offered their financial advisors retention packages. mark for My Articles similar articles
Registered Rep.
March 9, 2011
Kristen French
Morgan Stanley Cutting 200-300 FAs And Trainees The firm's wealth management division, Morgan Stanley Smith Barney, should end the quarter with about 17,800 advisors, still the largest brokerage force in the U.S. by headcount. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2010
Marion Asnes
Real Wealth Wealth management is a study in anxieties, as advisors relate how even their multimillionaire clients are struggling to unload overpriced homes and pay astronomical college tuition bills. You have to wonder: What is wealth, anyway? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2005
Monroe D. Diefendorf
Thinking In 3-D New standards and guidelines, along with curriculum and professional designations, will be created to address the needs of our 21st century clients. 3 Dimensional Wealth Planning may help the industry meet challenges. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
December 25, 2012
Lauren Barack
Playing The Digital Dating Game A client's onboarding experience can affect how wiling they are to make referrals, and the faster a rep can sign one client, the quicker they can find more. New digital onboarding tools can help. mark for My Articles similar articles
Financial Advisor
July 2005
Raymond Fazzi
Defining Wealth Management The term "wealth manager" has provided more sizzle than clarity in recent years, as more and more advisors have adopted the name as they transition to more comprehensive practices geared toward affluent clients. mark for My Articles similar articles
Registered Rep.
July 1, 2011
Jerry Gleeson
Selling Alpha? BAD MOVE. Talon Asset Management announces it is selling about two-thirds of its business to global investment manager BNY Mellon. mark for My Articles similar articles
Financial Advisor
March 2004
Grove & Prince
Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions. mark for My Articles similar articles
Bank Technology News
October 2008
Anthony Malakian
CRM the Top Priority Looking to grab marketshare, many institutions plan to throw money at customer relationship management and sales automation solutions over the next two years. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2012
Frontline News Financial Advisor news: Building A Firm In Tough Economic Times... Keeping Up In An Evolving Space... Go South, Young Man... Wirehouses Still King Of The Hill... mark for My Articles similar articles
Registered Rep.
April 13, 2012
Kristen French
Wells Fargo Wealth Management Business Posts Stagnant First Quarter Wells Fargo's wealth management business reported no growth in assets and a slight decline in advisors for the first quarter versus the same time period a year ago. mark for My Articles similar articles
Financial Advisor
April 2004
Grove & Prince
Creating A Wealth Management Team Team members are competitive, but that shouldn't hurt their service. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 1, 2011
James L. Poer
Smooth Operator Many investment advisors are missing the possibility of growing their businesses, increasing client face time and saving on staffing costs. All it takes is a forward shift in how they employ technology. mark for My Articles similar articles
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. mark for My Articles similar articles
On Wall Street
November 1, 2010
Michelle Lodge
Advisors List Their Biggest Challenges Complexity isn't the biggest challenge facing advisors. A whopping 86% said they viewed consumers' lack of trust in the industry as their biggest barrier to a thriving business. mark for My Articles similar articles