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Investment Advisor
February 2009
Angela Herbers |
Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.   |
Registered Rep.
November 20, 2009
David A. Geracioti |
Schwab Survey Shows Many FAs at Big Firms Disgruntled (Surprise!) Obviously, the dramatic upheaval that changed the landscape of Wall Street is having some negative effect on advisors at major firms. |
Financial Planning
April 1, 2011
Roddy Marino |
Paying Dividends Today's income landscape is a perfect storm for investors, but a great opportunity for advisors to reaffirm fundamental investment principles while implementing strategies to mitigate the concerns that may be holding clients back. |
Financial Advisor
June 2008
Grove & Prince |
Survival Of The Fittest Whatever plateau your advisory business may have reached, whatever ceiling you might have bumped up against -- now is the time to blast off or blast through. |
AskMen.com
December 9, 2001
Rashmikant Patel |
Trusting Your Advisor Many of us are looking back at our investments over the last couple of years, and blaming our advisors for the less than stellar performance. It all comes down to one issue: do you trust your financial advisor? |
Investment Advisor
March 2009
Melanie Waddell |
Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning. |
On Wall Street
January 1, 2009
Larry Silver |
The Success Formula 2008 was a year we would all rather forget. Yet the lessons learned could direct both advisors and clients on new roads to successful investing this year. |
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, 2008
John J Bowen |
Can We Talk? Reaching out to clients and communicating with them during periods of intense market volatility is an absolutely essential-and effective-way to differentiate yourself from other advisors and win the loyalty of your clients. |
Financial Planning
August 1, 2013
Keith Johnson |
How Advisors Can Rebuild Trust Five years after the meltdown, advisors still face a crisis of confidence. |
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. |
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. |
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. |
Financial Advisor
June 2012 |
Forward Progress Five experts discuss the state of the advisory business. |
Financial Planning
October 1, 2010
Donald Jay Korn |
A Bigger Slice Of all the challenges that the fund industry has faced and still faces, a stagnant stock market may be the most serious. |
Financial Planning
December 1, 2010
Stephanie Bogan |
Talking Back There is a strong argument that the very process of asking for feedback can help to build strong client relationships. |
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 Advisor
January 2009
Ray Fazzi |
Retirement Dreams Deferred Vanguard Group's Fran Kinniry addresses why what some call the lost decade for equities shouldn't cause clients to bail at just the wrong time. |
Registered Rep.
April 1, 2012
Kristen French |
Due Diligence: "Fee-Based" is a Four Letter Word for Financial Advisor Clients Do you use the term "fee-based" with clients and prospects? If so, well, don't. |
On Wall Street
January 1, 2010
Matthew Leung |
Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged. |
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 Advisor
May 2005
Shaw-Grove & Prince |
Taking the Pulse of Affluent Investors A recent survey reveals that millionaire investors have changed their thinking over the past four years and have lost faith in their financial advisors. |
Investment Advisor
August 2008
James J. Green |
Catching up with...Mitch Politzer Even if there has been a sea change in annuities, there's still a lag among advisors in terms of using the products. Mitch Politzer, president and CEO of First Ameritas Life Insurance Corp. of New York, discusses the instruments. |
On Wall Street
June 1, 2009
Denise Federer |
Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients |
Registered Rep.
December 4, 2012
Gallant & Schneider |
Are We There Yet? No, But FAs Can Help. In Search of Retirement Income Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal. |
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 Advisor
May 2010
Evan Simonoff |
The Untold Story Editor's Note: Clients' portfolios may be back to within a few percentage points of their all-time highs, but it's a small consolation to advisors facing lawsuits or arbitrations. |
U.S. Banker
August 2008
Anthony Malakian |
Getting Antsy. Advisors Cope With High-Strung Clients. The fluctuations in the stock market, not to mention the surfeit of investment information via the Internet and cable news, has created quite the headache for advisors. |
Investment Advisor
July 2008
Kara P. Stapleton |
Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors. |
On Wall Street
September 1, 2008
Jack Sharry |
When You Say "Tomato," Do Clients Hear "To-Mah-to"? Perceptions become reality on an individual basis, and your clients' perceptions of the economy are not good. What should you do about this situation? |
Financial Advisor
April 2007
Grove & Prince |
Tune In To America's Core Wealthy Small business owners represent that greatest potential for growth and wealth in America. Historically, they have been a lucrative and complex client for financial advisors and will remain so. |
Investment Advisor
December 2005
Kathleen M. McBride |
Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest? |
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
July 1, 2011
John J. Bowen, Jr. |
Consultation, Not Just Advice Financial advisors offer advice, of course, but they'd be much better off if they thought of themselves as consultants. |
Financial Advisor
January 2009
Rebecca Pomering |
Turning Turbulence Into Growth Turmoil is creating big opportunities. |
On Wall Street
July 1, 2010 |
Five Questions With Mark Spina Spina leads sales, business development, relationship management, training and service teams covering broker-dealers, banks and RIAs. Here he speaks about the important issues between advisors and clients. |
Financial Advisor
March 2012
Joni Youngwirth |
When To Prune One can find good reasons to cut clients and good reasons not to. Advisors who do are typically happy they took action. |
Financial Planning
May 1, 2011
Andrew Rudd |
First and Goal Financial advisors who want to thrive going forward should consider building client retirement portfolios capable of funding each investor's essential retirement goals, regardless of how the markets behave at any given time. |
On Wall Street
June 5, 2009
Denise Federer |
Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets. |
On Wall Street
July 1, 2009
Pamela Rosenau |
Some Clients Crave Comfort Investing The essential part of our process is getting our clients comfortable with the investment process and making sure that they have true staying power with their commitments to each asset class. |
Registered Rep.
May 3, 2007
Kevin Burke |
Fund Shareholders to Advisors: We Need Ya', Big Guy If you are among the mutual-fund only caste of advisors, don't lose heart: Investors really do need your advice. |
Registered Rep.
June 28, 2011
Diana Britton |
Putnam: Advice Plays Large Role in Retirement Readiness Individuals who receive professional financial advice are more likely to be prepared for retirement, no matter what their income level is, according to a recent survey. |
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
December 1, 2008
Stephen Savage |
What Just Happened The magnitude of this market decline exceeds the frame of reference of nearly every advisor in business today, and most of their clients. What approach can advisors take with shell-shocked clients? |
Registered Rep.
January 1, 2003
Grove & Prince |
Staying Connected If financial advisors need yet another reminder about the importance of contacting clients, here it is: In our study of affluent investors conducted in late October, almost half of the respondents said they had changed primary advisors in the last year, often citing lack of contact. |
Investment Advisor
August 2010
Melanie Waddell |
Broker/Dealer Marketing: Finding Their Voice Broker/Dealers are waking up to the new, post-downturn marketing environment. Here are a few of the best ideas. |
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. |
Financial Advisor
July 2012
Nick Murray |
A Contrarian Path To Excellence For at least the next five years, forget about everything but retirement income planning. During just those five years, something like 17 million Americans will retire. |
On Wall Street
September 1, 2010 |
Debating The Retirement Challenge At the On Wall Street Roundtable held recently in Lower Manhattan, the experts weighed in on the most significant retirement issues for advisors and their clients in an unsettled market |
