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Financial Planning December 1, 2012 |
Retirement Advisor Confidence Index: Cash Gains as Confidence Slips Portfolios reflect a decline in risk tolerance; advisor fees inch higher  |
Financial Planning January 1, 2013 |
Retirement Advisor Confidence Index: Worries Grow A drop in risk tolerance pulls down the latest index reading.  |
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 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 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 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 June 1, 2013 |
Advisors Upbeat as Stocks Rise Planner sentiment climbs to a new high as clients stress optimism.  |
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 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 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 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 May 1, 2013 |
Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.  |
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 October 1, 2013 |
Advisor Sentiment Hits New Low for Year Declines in equity allocations, risk tolerance and advisor fees are cited.  |
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 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.  |
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.  |
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 Advisor August 2006 Hannah Shaw Grove |
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.  |
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.  |
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.  |
Registered Rep. November 13, 2015 Ryan W. Neal |
Despite Volatility, Advisor Confidence High The market volatility in the third quarter wasn't enough to shake advisor optimism.  |
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.  |
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 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 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.  |
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.  |
The Motley Fool May 27, 2009 Dan Caplinger |
The Smarter Way to Plan Your Portfolio The right fee-only planner can make a huge difference in the outcome of your investments.  |
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 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.  |
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.  |
Investment Advisor January 2007 Ivanova & Kahler |
The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.  |
Investment Advisor June 2007 Steven T. Merkel |
Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition?  |
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 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.  |
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.  |
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.  |
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.  |
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.  |
Wall Street & Technology October 28, 2008 Leslie Kramer |
SunGard Enhances WealthStation Financial Planning Enhancement geared to help advisors guide clients through uncertainty.  |
Investment Advisor August 2007 Maya Ivanova |
A Victim of Success? A recent survey of registered investment advisors reports that while advisors recognize that marketing is a key component of their business, few devote enough time to this vital activity.  |
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.  |
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 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.  |
Investment Advisor June 2009 Lewis Schiff |
The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.  |
Registered Rep. May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model.  |
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.  |
Financial Advisor February 2007 David J. Drucker |
The Retirement Dilemma Will your aging client base kill your financial advisory business?  |
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.  |
Registered Rep. May 12, 2011 Mindy Diamond |
Golden Handcuffs Loosen Some advisors who signed retention agreements have already begun looking for a way out, but plan to hold off on the switch for a year or two, until they can pocket more of that retention money.  |