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On Wall Street September 1, 2011 Sasha Franger	The Ups and Downs of Money Market Funds Money market funds traditionally have been both a safe vehicle for investors to store money and important to the economy because they generate short-term capital.
Investment Advisor January 2006 Maya Ivanova	Listen Up Financial advisory firms are demonstrating their ability to weather the tough times of the last few years. But to continue their profitability in the future, they need to make client service a priority.
On Wall Street May 1, 2010 Lauren Barack	Courts Say You Can Charge Higher Fees, But It Still May Not Be Wise The U.S. Supreme Court's recent decision says that while advisors can basically charge what they believe their services are worth, mutual fund investors can demand more clarity from their advisors as to why they may pay more than an institutional investor.
Financial Advisor January 2006 Rebecca Pomering	Oh See How They Grow! An industry poll that tracked the growth of 71 financial advisory firms for 2001, 2003, and 2005 shows impressive growth trends.
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 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.
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.
Bank Director 4th Quarter 2010 Kimberly Crowe	2010 Director Compensation Review The results of the latest compensation survey offer an in-depth review of industry pay practices and reveal how the latest issues and trends in compensation are affecting banks and directors nationwide.
Financial Planning May 1, 2012 Fernandez et al.	Hot Topics Advisors use more variable annuities... Many investors, especially younger earners, neglect retirement accounts... CFP Board changes bankruptcy, disciplinary procedures...
Investment Advisor October 2010 Maya Ivanova	A Decade of Evolution Advisory practices make gains, but still face challenges
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.
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.
The Motley Fool August 13, 2007 Dan Caplinger	Don't Pay Twice for Advice There's nothing inherently wrong with paying for financial advice. But there's a big difference between paying once for a good financial plan versus paying high fees year after year, through good times and bad.
Financial Planning March 1, 2011 Stephanie Bogan	Growth: Realizing Your Potential To build your advisory practice into what you dream it will be, you need to see it clearly and then think like a businessperson, streamline operations and market yourself.
Registered Rep. January 1, 2006 Kevin Burke	Balancing Act Part of the fallout from the regulatory onslaught of the past three years has been a drastic overhaul in how mutual funds are sold. Heading into 2006, the money-management business is entering a new era of price competition and consolidation.
Registered Rep. March 1, 2006 David A. Geracioti	To Increase Revenue Increase Time Spent With Clients Clients are happier when financial advisors pay close attention to them, and new research suggests that this can manifest itself in more business.
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.
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.
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.
Investment Advisor July 2009 Mark Tibergien	Formulas for Success: Physician, Heal Thy Business Owners of advisory firms have a little breathing room to make clear-headed decisions. But not a lot of time.
CFO February 1, 2012 Matt Surka	Squint if You Have To To maintain company profitability, companies must find new growth opportunities.
Financial Advisor July 2011 David Lawrence	The Mobile Advisor Is working without an office a viable business model?
Registered Rep. August 4, 2015 Megan Leonhardt	The Top 10 States With the Most RIAs It's not surprising that the top states for registered investment advisors coincide with major financial markets.
Financial Planning December 1, 2012 Deena Katz	Great Expectations? Think British. New Rules to Apply there in 2013 New U.K. regulations will force advisors there to make big changes. You should consider following their lead.
Registered Rep. September 20, 2013 Diana Britton	RIA Margins Continue to Suffer Last year was a relatively good year for the markets; the S&P 500 was up 16 percent. Yet profit margins at registered investment advisor firms continue to fall, according to WealthManagement.com's 2013 AdvisorBenchmarking RIA Trend Report
Investment Advisor October 2010 Angela Herbers	Show Yourself the Money Advisors need to learn to pay themselves first
Financial Planning February 1, 2010 Stephanie Bogan	Make 2010 Your Best year Ever Quantuvis Consulting's new study of business performance has strategies for every advisor, regardless of size, business model, or philosophy.
Financial Advisor August 2007 David Lawrence	Efficiency Vs. Efficacy Financial advisors need to not only prepare business plans, but also compare business results with those plans as an ongoing process to ensure that expected growth projections meet with results.
Investment Advisor January 2008 Mark Tibergien	Think About These What do you think the future holds for your firm? The following 10 essential considerations have already begun to take root: No. 1: Managing growth... No. 2: Hiring professional management... etc.
On Wall Street June 1, 2011 Tom Roseen	Performance Drags: A Curse To Wealth Accumulation Loads, expenses and taxes can have a significant impact on fund returns over the long haul.
Registered Rep. December 7, 2011 Philip Palaveev	The Say on Pay: Registered Rep.'s 2011 Compensation Survey Financial advisors continue to expand their practices, work with more clients and receive ample compensation for their efforts.
Registered Rep. July 7, 2010 David A. Geracioti	Compensation 2010. Crisis? What Crisis? 2009 income for RIAs -- while lower than 2008, in some cases by a lot -- rebounded fairly nicely, bringing earnings back to 2007 levels.
Bank Systems & Technology April 1, 2005 Keith Knudsen	One Question For: Keith Knudsen, EVP, Security National Bank How is Security National Bank leveraging technology to improve customer relationships and boost profitability?
Investment Advisor June 2010 Mark Tibergien	New Challenges for Achieving Critical Mass Critical mass for an advisory firm, traditionally $5 million in annual revenue, is creeping up.
Registered Rep. December 8, 2010 Philip Palaveev	The Cobblers Kids If the cobbler's kids run around barefoot, the financial advisor's kids may be a little nervous about their college funds right now.
Financial Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
Managed Care March 2001	Physician income trends vary by specialty In tracking the salaries of primary care physicians and specialists over a decade, the Medical Group Management Association has documented similarities and differences in trends based on specialty...
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
Financial Planning November 1, 2008 Michael A. Bell	Time Is Money When asked what their greatest challenge is, virtually all advisors say it's not product complexity -- or even the regulatory landscape -- that causes the most stress. It's lack of time.
Registered Rep. July 5, 2011 Jerry Gleeson	Schwab Finds RIAs Posted Record 2010 Revenue, AUM Average profits surged 45 percent last year among registered investment advisors surveyed, but don't look for a repeat of this year.
Financial Planning April 1, 2007 Kathy Gevlin	How Are You Doing? If you were to take a step back right now and ask yourself how well your financial advisory practice was meeting your objectives, what would your answer be? What are the successful ones doing right? Consider the following questions.
Financial Planning December 1, 2007 Kevin Barr	Integration Ardor With careful analysis and discipline, financial advisors can take advantage of a host of technologies to make their businesses run more smoothly. And until that silver bullet appears, caveat emptor.
HBS Working Knowledge October 6, 2003 Jonathan Byrnes	Managing Profitability: One Year Later The most important issue facing managers in this difficult economy is making more money from the existing business without costly new initiatives. The author revisits this assertion from a year ago.
Entrepreneur January 2009 Carol Tice	Is It Time To Sell? The news is bleak, but in the right market and industry you can sell your business.
Financial Advisor March 2006 Tracey Longo	The Three Es Here are three ways to create an Efficient, Effective & Expedient financial advisory firm.
Bank Systems & Technology August 5, 2004 Ivan Schneider	Security National Brings Families Closer Customer profitability software allows a bank to gain strategic clarity about the drivers of its overall profitability, but it's difficult to pin down an exact return on investment.
Financial Planning October 1, 2009 Deena Katz	Measure What Matters It doesn't matter how big your firm is, planning and tracking your performance can help you make decisions.
The Motley Fool February 22, 2008 Timothy M. Otte	Aaron Rents Overcome by Growth? Sales are growing at the rent-to-own retailer, but expenses are growing faster.
Financial Advisor August 2012 Jon Beatty	A Promising Road Advisors are enjoying strong growth despite significant challenges in the financial markets.
Bank Technology News May 2001 Maria Bruno	CoreProfit Tackles Profitability from the Bottom Up Company turns profitability models upside down so that banks look at customer costs first...