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Financial Planning March 1, 2013 |
Retirement Advisor Confidence Index: Optimism Grows After election jitters and the fiscal cliff melodrama, advisors find optimism - and a planning opportunity.  |
Financial Planning February 1, 2013 |
Retirement Advisor Confidence Index: Rosier Outlook Risk tolerance and a growing taste for equities help the January index climb back after two straight declines.  |
Financial Planning November 1, 2012 |
Retirement Advisor Confidence Index: Risk Tolerance Grows Again Financial Planning s Retirement Advisor Confidence Index rose for the second straight month in October, indicating continued optimism among the planning community.  |
Financial Planning September 1, 2012 |
Retirement Advisor Confidence Index: New Index Tracks Advisory Sector The Retirement Advisor Confidence Index is a monthly barometer of business conditions for the wealth management sector. The initial reading of 48.7% shows a modest contraction in business activity  |
Financial Planning January 1, 2013 |
Retirement Advisor Confidence Index: Worries Grow A drop in risk tolerance pulls down the latest index reading.  |
Financial Planning June 1, 2013 |
Advisors Upbeat as Stocks Rise Planner sentiment climbs to a new high as clients stress optimism.  |
Financial Planning October 1, 2012 |
Retirement Advisor Confidence Index: Planner Confidence Growing Financial Planning's Retirement Advisor Confidence Index - a monthly barometer of business conditions for wealth managers - rose in its latest reading, a bullish sign for the planning industry.  |
Financial Planning July 1, 2013 |
Advisors Show Mixed Views of Markets Readings show a modest lift in client optimism but a drop in retirement activity.  |
Financial Planning September 1, 2012 Scott Wenger |
Editor's View: FP has a new Retirement Advisor Index FP s new Retirement Advisor Confidence Index will help planners gauge industry business conditions  |
Financial Planning April 1, 2013 |
Retirement Advisor Confidence Index: Reality Check for Planners Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note.  |
Financial Planning September 1, 2013 |
Advisor Confidence Rises, as Does Taste for Risk The index reverses its fall, led by shifts in client behavior and market performance.  |
Financial Planning May 1, 2013 |
Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.  |
Financial Planning October 1, 2013 |
Advisor Sentiment Hits New Low for Year Declines in equity allocations, risk tolerance and advisor fees are cited.  |
Financial Planning August 1, 2013 |
Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month.  |
Financial Planning January 1, 2012 Charles Farrell |
Retirement by Design Helping investors live off their wealth is a very different business from helping them build wealth. But managing retirement income is something every advisor needs to learn how to do -- and soon.  |
Registered Rep. June 2, 2011 Diana Britton |
Dog Days of Summer: Advisors Brace for Slow Months Ahead Advisors are expecting the summer doldrums to kick in for the stock market and the economy over the next few months, according to Rydex|SGI's Advisor Confidence Index.  |
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.  |
Financial Planning November 1, 2006 Howard Sontag |
How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road.  |
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.  |
Financial Planning July 1, 2009 Donna Mitchell |
A Brighter Outlook Advisors' confidence in the economy and the stock market improved in May, to a reading of 100.48 -- up nearly seven points from 93.59 in April.  |
Investment Advisor September 2009 Neal Ringquist |
Soapbox: Forget the Benchmarks If you'd rather talk to clients than pick investments, then it's time to start looking into goal-based investing.  |
Financial Planning November 1, 2008 Robert Hoyt |
The New Normal Clients (as well as practitioners) are hoping to understand what their investment lives will look like when the economy settles down. How will we know when things are back to normal? And what will that normal be?  |
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.  |
The Motley Fool December 1, 2005 |
Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility.  |
Investment Advisor May 2006 |
Upgrades Standard & Poor's launched the S&P Completion Index... Rydex Investments received a private letter ruling from the IRS... Fidelity Investments registered with the SEC... etc.  |
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.  |
On Wall Street June 1, 2010 Gerri Leder |
In The World Of Managed Money, Advisors Still Add Value Here's what advisors must do now to sharpen their edge.  |
Financial Planning June 1, 2007 Kathy Gevlin |
Advisor Pulse The happiest financial advisors really do put their clients first, asserts the first study of advisor satisfaction.  |
Investment Advisor July 2008 Kara P. Stapleton |
Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors.  |
Financial Planning November 1, 2008 Ingrid Case |
Take It Off As former Wall Street institutions lie in ruins, experts are predicting that the forces that brought them down -- and changes that these downfalls may unleash -- will make life far different for financial advisors in the not-so-distant future.  |
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.  |
Registered Rep. July 1, 2006 Kristen French |
Trading Up The Wealth Advisor Institute, a new trade group for advisors who cater to the wealthy, opened its doors in June.  |
Financial Planning August 1, 2009 Donna Mitchell |
Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees  |
Investment Advisor February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.  |
Financial Planning December 1, 2006 Marshall Eckblad |
The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.  |
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.  |
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.  |
Investment Advisor March 2008 |
Asset Allocation, March 2008 The monthly recommendations from the IA asset allocation gurus.  |
Investment Advisor April 2008 |
Asset Allocation, April 2008 Read on for the monthly recommendations from the IA asset allocation gurus.  |
Investment Advisor May 2008 |
Asset Allocation, May 2008 The monthly recommendations from the IA asset allocation gurus  |
Investment Advisor February 2008 |
Asset Allocation, February 2008 The monthly recommendations from the IA asset allocation gurus.  |
Investment Advisor November 2007 |
Asset Allocation, November 2007 The monthly recommendations from the IA asset allocation gurus  |
Investment Advisor September 2008 |
Asset Allocation, August 2008 Monthly recommendations from the asset allocation panel.  |
Investment Advisor June 2006 |
Asset Allocation The monthly recommendations from the IA asset allocation gurus: Gary Schilling -- Stocks, 20%; Bonds, 30%; Cash; 50%... Gail Dudack -- Stocks, 65%; Bonds, 15%; Cash; 20%... etc.  |
Financial Advisor July 2012 |
It's A Trust Thing People trust their financial advisor more than their primary doctor, according to a recent survey of investors by John Hancock Financial.  |
Investment Advisor February 2009 Kara P. Stapleton |
Who's Investing Where? A new report for advisors finds nearly half of U.S. households own equities or bonds, a significant increase during the last two decades, however, ownership of these assets has declined since 2001.  |
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 March 2006 Angela Herbers |
The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm.  |
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.  |
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.  |