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Financial Advisor
November 2012
Karen DeMasters
CFP Board May Increase CE Requirements CFP licensees would have to obtain 10 additional hours of continuing education every two years, according to proposals being considered by the CFP Board of Standards. 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.
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
Financial Planning
September 30, 2013
Charles Paikert
Industry Leadership: Ron Carson Taking bold steps is one of the reasons why Ron Carson, chief executive of Omaha, Neb.-based Carson Wealth Management, is Financial Planning's Industry Leadership Influencer Award winner this year. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
June 2007
Kara P. Stapleton
Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business. mark for My Articles similar articles
On Wall Street
April 1, 2013
Lorie Konish
Five Questions with Matt Matrisian The director of practice management at Genworth Financial offers advisors tips on avoiding common blind spots. 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
Financial Planning
March 1, 2011
Donna Mitchell
Staffing: The Next Generation Early in the life cycle of a financial planning firm, once it grows beyond a few seasoned principals, comes the day you hire your first new young associate planner. It's an important step for your firm, and for the profession. mark for My Articles similar articles
Registered Rep.
November 29, 2011
Charles Paikert
Practice Management Gurus' Advice for Tough Times: Target Your Ideal Client Peak Advisor Alliance, the country's largest coaching and resources program for financial advisors, added two high-profile specialists, Vickie Seitner and Scott Wood, as executive business coaches. mark for My Articles similar articles
Registered Rep.
August 26, 2011
Jerry Gleeson
Schwab Apologizes Over Sales Pitch to Advisor Clients Schwab found itself apologizing for violating its own policy of pitching portfolio products to retirement plan sponsors who were clients of retail financial advisors and turnkey asset management programs that have custodial relations with the firm. mark for My Articles similar articles
Financial Advisor
October 2012
Karen DeMasters
Competition, Succession Plans Key To RIA Growth The independent financial advisor channel has enjoyed a strong decade of growth, but firms in this space need to understand the changing factors within the industry says a recent white paper by the Alliance for Registered Investment Advisors. mark for My Articles similar articles
Financial Advisor
March 2012
So You Think You're A Financial Planner? A recent study from industry research firm Cerulli Associates looked at advisors across all channels and compared how they describe themselves with how they actually do business. mark for My Articles similar articles
Financial Planning
August 1, 2012
Women Advisors Forum/Boston: Sharing Strategies Women planners are changing the face of the financial services industry. mark for My Articles similar articles
Registered Rep.
May 2, 2011
Diana Britton
Top LPL Advisor Leaves to Start His Own B/D, Eyes Acquisitions Registered Rep.'s top-rated 2010 independent broker/dealer advisor Ron Carson has announced plans to leave LPL Financial mark for My Articles similar articles
Wall Street & Technology
October 28, 2008
Leslie Kramer
SunGard Enhances WealthStation Financial Planning Enhancement geared to help advisors guide clients through uncertainty. mark for My Articles similar articles
Financial Planning
February 1, 2008
John J. Bowen Jr.
The Wow Factor Never underestimate the role that client service plays in your advisory business. mark for My Articles similar articles
Financial Planning
June 1, 2008
Elizabeth O'Brien
Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments. mark for My Articles similar articles
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
Financial Advisor
October 2010
Michael Patrick Jacobs
Investors Demand More This advisor provides highlights of what he's found clients today are looking for when they seek advice. mark for My Articles similar articles
Registered Rep.
December 9, 2010
Diana Britton
Clients Aren't Pulling Trigger On Referrals, Survey Says While most clients say they are ready and willing to provide a referral for their financial advisors, many of them are not actually following through on it. mark for My Articles similar articles
Investment Advisor
February 2008
James J. Green
Lessons From a Banker Investment Advisor meets with investment banker Nimi Natan, who specializes in putting together deals for smaller business owners looking to sell or merge their businesses. mark for My Articles similar articles
Investment Advisor
November 2009
Angela Herbers
Marketing Is Everyone's Job Following are ideas for advisors to incorporate into their strategic marketing initiatives. mark for My Articles similar articles
Financial Advisor
August 2007
Tracey Longo
What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril. mark for My Articles similar articles
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 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
On Wall Street
September 1, 2008
Parisi & Leung
Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it? mark for My Articles similar articles
Financial Advisor
May 2010
David J. Drucker
Help From Your Friends More advisors are signing on to advisor networks to fast-track their businesses. mark for My Articles similar articles
Financial Planning
June 1, 2012
Ackermann et al.
Hot Topics Ultrawealthy increase allocation to aternative investments... Independent broker-dealers struggling to survive... LPL nabs $560M team... mark for My Articles similar articles
Financial Planning
May 1, 2013
Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees. mark for My Articles similar articles
Registered Rep.
May 20, 2011
Diana Britton
Fee-Only FAs Positioned Well to Capture Retirement Plan Assets Fee-only financial advisors are well-positioned to capture retirement plan clients because of their fee transparency and their business model's alignment with ERISA. mark for My Articles similar articles
Financial Advisor
January 2005
Raymond Fazzi
RIAs Enjoy A Fertile Market Registered investment advisors have an opportunity as more households continue to enter the realm of the "affluent" and seek advice, but they'd better get the operational side of their practices in order. mark for My Articles similar articles
Investment Advisor
January 2007
Savita Iyer
DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
February 2009
Angela Herbers
Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans. mark for My Articles similar articles
Financial Planning
October 2, 2007
Jack W. Callahan
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. mark for My Articles similar articles
Financial Advisor
July 2005
Frontline News Advisors Who Market Their Business Do Better, Study Finds... New Pershing Unit To Work With RIAs... FPA Members Strongly Favor Social Security Reform... Economy Tops Terror As Chief Fear Of Affluent, Survey Says... etc. mark for My Articles similar articles
Investment Advisor
November 2006
Bob Clark
Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers. mark for My Articles similar articles
Investment Advisor
January 2007
Bob Clark
The Trust Threat Financial advisors need to rethink adding trust services to their offerings. mark for My Articles similar articles
Investment Advisor
July 2010
David DeVoe
Options, Options, Options Big banks used to be the main acquirers of advisory firms, but in the past few years, the consolidators and bigger advisors have recognized the opportunity as well. mark for My Articles similar articles
Financial Advisor
November 2011
Jerilyn Klein Bier
Best-Laid Plans Advisors who've built substantial 401(k) practices share their strategies. 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
Registered Rep.
September 30, 2014
David Armstrong
Editor's Letter: October 2014 The wealth inequality gap is not between rich and poor, it's between the high-net-worth households and everyone else, including the middle class, who have not seen a significant increase in their middling net worth in over a decade. mark for My Articles similar articles
Financial Planning
September 1, 2007
Ray Sclafani
The Future is in Retirement By helping clients envision later-life goals, You can build value in your practice. An exclusive conversation with coach Dan Sullivan. mark for My Articles similar articles
On Wall Street
April 1, 2013
Margarida Correia
Referrals Aren't Enough to Lure Clients Contrary to what many advisors assume, referrals do not automatically create new wealthy clients. mark for My Articles similar articles
Investment Advisor
April 2006
Melanie Waddell
Catch Up How financial advisors can meet the challenge of keeping pace with their clients' retirement needs in a changing world. mark for My Articles similar articles
Registered Rep.
May 6, 2007
Christina Mucciolo
More Millionaires Investing on Their Own, Study Says There are a lot of millionaires in the United States. More than ever, in fact, according to recent research. But are they turning to financial advisors for help? Well, yes, and no. mark for My Articles similar articles