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On Wall Street January 1, 2013 Frances A. McMorris |
Editor's Letter: A Look Ahead to 2013 A run-down of the stories in this issue, including a look at who will influence the wealth industry in 2013 and what the financial markets will hold.  |
On Wall Street July 1, 2013 Kris Frieswick |
Editor's Letter: Leveraging College Savings Plans A run-down of the stories in this issue, including a discussion of 529 college savings plans and whether they are being used for the wrong reasons.  |
On Wall Street February 1, 2013 Lorie Konish |
Editor's Letter: Advisors Have the Edge in the Current Market A discussion of emerging markets... Using ETFs to reach untapped markets... Investing with real estate investment trusts...  |
On Wall Street October 1, 2012 Frances A. McMorris |
Editor's Letter: Shifting Demographics Open New Markets A run-down of the stories in this issue, including how shifting demographics can open new markets; the special needs of gay and lesbian couples; a look at dividend stocks; and Merrill Lynch s deferred compensation settlement.  |
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.  |
Registered Rep. October 27, 2011 Kristen French |
Momentum Building for Social Media Adoption in Financial Services Financial firms that are using social media are not talking about their products or engaging their customer base.  |
Financial Planning March 1, 2013 John J. Bowen, Jr. |
For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management.  |
On Wall Street September 1, 2012 Frances A. McMorris |
Editor's Letter: Wealth Management with a Personal Touch Things that financial advisors need to consider as baby boomers approach retirement.  |
Registered Rep. December 15, 2011 Diana Britton |
Want to Outperform in 2012? Fire Some Clients The fastest-growing advisors in 2012 are likely going to be those who can become more calculated and deliberate about the types of clients they do business with.  |
On Wall Street February 1, 2013 Lorie Konish |
Emerging Markets Innovation Two former UBS executives are determined to change how investors access emerging markets by targeting specific sectors and themes.  |
Financial Advisor February 2012 |
Social Media Losing Some Appeal With Financial Advisors Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses.  |
Investment Advisor February 1, 2011 Andy Hyltin |
Why Go Global in Choosing Real Estate for Client Portfolios? Deciding to invest in international REITs is easier said than done.  |
Registered Rep. March 29, 2012 Jerry Gleeson |
Social Media Works, Advisors Say Social media is gaining momentum with financial advisors, new research by Registered Rep. and wealthmanagement.com shows.  |
On Wall Street November 1, 2012 Frances A. McMorris |
Editor's Letter: Post-Election Economic Pick Up Possible A run-down of the stories in this issue, including Credit Suisse's expansion plans, tips on avoiding the biggest estate planning mistakes, making account opening more efficient, and a discussion of senior fraud with Don Blandin.  |
Registered Rep. December 4, 2012 Megan Leonhardt |
(No) Experience Necessary When it comes to being a financial advisor, the more experience -- the more years you have on you -- the better, right? Not quite. A new study shows that firms should be cautious when bringing aboard advisors heavy on experience.  |
Registered Rep. November 4, 2014 Megan Leonhardt |
Wires Have Biggest Social Media Footprint Out of all advisors, it's those sitting at banks who are most reluctant to embrace social media -- only about one out of every five use it, a number that has not budged much from previous years.  |
Registered Rep. May 5, 2011 Matt Oechsli |
Build Trust, Win Affluent Clients, Become a Rainmaker Much is required of today's financial advisors in order to earn a recommendation.  |
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.  |
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?  |
On Wall Street August 1, 2013 Lorie Konish |
Five Questions with Susan Bradley Susan Bradley, founder of the Sudden Money Institute, discusses how advisors can best work with clients who win the lottery or inherit a large sum.  |
Registered Rep. February 29, 2012 Jerry Gleeson |
It's a Tough Route for Younger Advisors Anew report by Charles Schwab, which shows that advisors under the age of 40 are more likely than their older peers to feel pressure to grow their book of business, or to focus on selling proprietary products.  |
Financial Planning January 1, 2013 |
Women Advisors Forum: A Growing Network The Women Advisors Forum, SourceMedia's online community for female financial advisors, hit its milestone of 1,000 when Jennifer Riek, a certified divorce financial analyst at Marcum Financial Services in Melville, N.Y., joined the group.  |
Investment Advisor February 2009 Kara P. Stapleton |
Stressed Out? It's no news that advisors are overwhelmed, considering the behavior of the markets and the state of the economy.  |
Investment Advisor August 2010 Dan Skiles |
The Technology Coach: Advisors: What Is Your Mobile Technology Strategy? How can your advisory firm leverage mobile devices and smart phones to conduct business and better serve clients?  |
Investment Advisor July 2006 Maya Ivanova |
Power of the People With the proper guidance, training, and nurturing, your employees can expand your firm's presence, networking opportunities, and pool of referrals and help you grow your financial advisory firm.  |
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.  |
Investment Advisor November 2006 Chris Blunt |
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.  |
On Wall Street November 1, 2012 |
Five Questions with Don Blandin The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud.  |
Registered Rep. October 31, 2014 Megan Leonhardt |
The Lost Opportunity Despite the greater freedom and advantages using the tools can bring, only 53 percent of advisors at RIA firms are using social media for business.  |
On Wall Street May 1, 2012 Bill Willis |
The Bank Perspective A growing number of wirehouse advisors are showing more interest in bank brokerage programs today.  |
Financial Advisor November 2003 Blomfield & Hamil |
Who Puts Clients First? Client-centered financial advisors have an edge over ones focused on investments.  |
Registered Rep. September 30, 2009 David A. Geracioti |
Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.  |
Financial Planning June 1, 2008 Stacy Schultz |
More Than Equal A study of the role of the female financial advisor. The research compares female to male advisors and looks at the varying performance levels of women advisors.  |
Financial Planning January 1, 2009 John J Bowen Jr |
Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever.  |
On Wall Street March 1, 2012 Michelle Lodge |
Five Questions With Phyllis Weiss Haserot What should financial advisors note when working with clients of different generations? Advisors may have to adjust their choice of communication to suit the client, says the author of the new book Generations & Money: Talk About the Last Taboo.  |
Financial Advisor September 2005 Raymond Fazzi |
A Question Of Trust Custodians square off in a newly competitive trust services market.  |
Financial Advisor October 2005 Chris Radford |
Practice Management: What The Survey Doesn't Say Because there are no surefire business plans for success, it takes a unique combination for each financial advisor to find the "x-factor" -- that intangible number in every business opportunity that equals ultimate success.  |
Financial Planning August 1, 2008 Chris Radford |
Choices in Bad Times While a recessionary market is a trying time for any advisor, it's also a great opportunity to preserve your current clients and grow your business.  |
On Wall Street June 1, 2010 |
Five Questions With Gurinder Ahluwalia The President/CEO of Genworth Financial Wealth Management talks about his company's goals and services.  |
On Wall Street September 1, 2010 Aarti N. Maharaj |
Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.  |
The Motley Fool October 15, 2008 Tim Hanson |
This Is the New Financial World Order As investors, we still aren't investing enough in foreign markets.  |
Financial Advisor December 2005 Grove & Prince |
Raising The Bar On Value-Added Services There is an unequaled opportunity for growth when financial advisors leverage the expertise and resources of financial institutions and partner with their product providers.  |
On Wall Street February 1, 2012 Carri Degenhardt-Burke |
Making Cold Calls Work All too often managers find younger advisors scouring the Internet for potential leads and not spending nearly enough time on the telephone.  |
The Motley Fool January 13, 2011 Tim Hanson |
Why You Should Be Worried About Emerging Markets If the best time to be fearful is when others are greedy, then now is the time to run away from the developing world.  |
On Wall Street May 1, 2013 |
Five Questions with Meir Statman The professor of finance at Santa Clara University, Calif., discusses where investors are today and how financial advisors need to address clients emotional outlook on the markets.  |
Investment Advisor April 2008 Lewis Schiff |
Like Client, Like Advisor New research reveals the personality traits and practices that help advisors become millionaires themselves.  |
Registered Rep. October 1, 2005 |
60 Seconds with Bill Carey (Head of Fidelity's RIA group) The former president of Fidelity's institutional retirement business and a 12-year veteran of the firm talks about his plans for the advisory unit and the challenges confronting advisors.  |
On Wall Street November 1, 2011 Elizabeth Wine |
The Unfaithful Client Cheating on a financial advisor is a known, but frowned-upon client practice. But new research says that it has been gaining traction among high-net-worth households since the market turmoil began in 2008, with many clients bolstering their stable of advisors.  |
Financial Advisor March 2012 Bernie Clark |
The Changing RIA Advisors need to start thinking bigger and go beyond their current capabilities.  |
On Wall Street December 1, 2010 Matthew Leung |
Winning Over Clients Who Have Been Burned It's not surprising that investors and even financial advisors may be disheartened about the market. So how can advisors remain motivated and prevent clients from sitting on the sidelines?  |