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Registered Rep.
May 1, 2005 |
By the Numbers: The Weight of the Load Looking for a good fund that won't nickel and dime clients?   |
Financial Advisor
May 2012 |
Satisfaction A job satisfaction study by J.D. Power found that financial advisors' happiness with their work is most dependent on their firm's performance. |
U.S. Banker
February 2010
Matt Ackermann |
The Rise of the Megafund With more banks expected to shed fund units to raise capital, deep-pocketed investment managers are poised to get even bigger. |
Financial Planning
January 1, 2013
Bill Winterberg |
Asset Management: 8 Great iPad Apps New tools help advisors research investments and follow economic news. Here are a few top picks. |
The Motley Fool
October 5, 2004
Selena Maranjian |
How Your Funds Are Voting Are your mutual funds doing the right thing? You can find out. |
Financial Advisor
August 2, 2010 |
Advisor Emporium New Products: Fidelity Launches New Resource... Schwab Rolls Out Reporting Tool... Putnam Funds Top $2 Billion... New Investment Entity Created... MarketCounsel Creates Virtual Vault... Securities America Launches Tools... |
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. |
Registered Rep.
August 1, 2005
John Churchill |
The Greatest Hits--On the Fidelity Radio Network Mutual fund giant Fidelity recently introduced podcasts for its independent advisors with the hopes that it will give its time-pressed advisors more flexibility in staying current on industry trends. |
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. |
The Motley Fool
March 8, 2010
Amanda B. Kish |
Must-Read Mutual Fund News The latest from the fund industry: Fidelity makes some changes... Hidden risks of bond ETFs... T. Rowe Price and Oppenheimer Funds take the cake... |
Registered Rep.
July 23, 2003
Nigel Goodman |
Servicing Your HNWs A recent Fidelity Investments survey shows that affluent clients will still replace their advisors if they are not meeting portfolio goals. Predictably, the survey encourages advisors to become more attentive to the needs of their affluent clients. |
Registered Rep.
April 18, 2011
Diana Britton |
Move Over Morningstar: Advisors Tout Ease of Use of Putnam's New Fund Tool Putnam Investments rolls out its new FundVisualizer, an open-architecture tool that allows advisors to research and compare over 10,000 mutual fund and ETF offerings through a web-based interface. |
Registered Rep.
July 29, 2011
Diana Britton |
Asset Managers Offer Better Mousetraps To Woo FAs Asset managers have lately begun changing tack in their attempts to woo financial advisors. |
Registered Rep.
November 10, 2010
Diana Britton |
Advisor Appetite For Absolute Return Growing While growing, advisors surveyed still largely view absolute return as a satellite holding, with only 16 percent viewing it as a core holding. |
Registered Rep.
May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model. |
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. |
Registered Rep.
August 8, 2013
Diana Britton |
Advisors Pick Winning Funds: Skill or Statistical Noise? A new study says advisors are better at predicting future fund winners, but is it skill or statistical noise? |
Financial Advisor
June 2007
Sherri Scordo |
Financial Advisor's 2007 Broker-Dealer Guide Top independent broker-dealers ranked by gross revenue: LPL... AIG Advisors Group... ING Advisors Network... etc. |
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. |
On Wall Street
July 1, 2009
Doug Dannemiller |
Advisors Face Competition from Do-it-Yourselfers Advisors face growing competition from web-based retirement planning services catering to the do-it-yourself instincts of the baby boomers. |
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. |
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
December 2007 |
News & Products, December 2007 FINRA fined Oppenheimer Co., Inc. $1 million... Compliance officers at broker/dealer firms will have a chance to discuss new and changing regulations... Christine Nigro has been promoted to president of AXA Advisors, LLC... etc. |
Registered Rep.
November 6, 2002
David A. Gaffen |
Dalbar Sets Up Product Rating Service Want to know how valuable that contact management software is, or how useful that sales guru really can be? Dalbar aims to find out. |
The Motley Fool
May 3, 2011
Amanda B. Kish |
Why Advisors Can't Pick the Right Investments Don't count on advisors to make the right choices on ETFs and mutual funds. |
Investment Advisor
April 2006
Maya Ivanova |
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. |
Financial Advisor
November 2003
Blomfield & Hamil |
Who Puts Clients First? Client-centered financial advisors have an edge over ones focused on investments. |
Financial Advisor
July 2012 |
Advisor Emporium First Allied launches Women's Impact Network... Fidelity starts Global Equity Income Funds... ProShares launches Covered Bond Fund... |
Financial Advisor
March 2012
Juliette Fairley |
Advisors Take Fund Research Into Their Own Hands Last year, the ARGI Financial Group, a Louisville, Ky.-based advisory firm with $400 million in assets under management, decided to take a new approach to researching mutual fund companies -- go directly to the source for information. |
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. |
Financial Advisor
January 2004
Dorothy Hinchcliff |
Custodians Are Knocking More custody players have been clamoring for the business of registered investment advisors, and that trend will continue this year, say two well-known research firms for financial institutions and investment managers. |
Investment Advisor
October 2009 |
The Soapbox: What You Need to Know About Hedge Fund Conversions Not all hedge funds can be seamlessly converted into mutual funds. |
Investment Advisor
December 2006 |
Upgrades Vanguard reopened the Strategic Equity Fund... Two new families of exchange-traded funds trading on the American Stock Exchange have been launched... Franklin Templeton launched a new mutual fund... etc. |
Registered Rep.
March 1, 2003
Grove & Prince |
The Affluent Are Searching for Relief in Alternatives The rich shouldn't care if it's a bull or bear market. That's because the rich have so many investment options -- they can go completely short, or pick a cocktail of alternative investments, that, theoretically, could hedge away risk. Surveys show the affluent are doing exactly that. |
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. |
Registered Rep.
November 1, 2005
Lauren Barack |
Today's Lesson: Consolidation For the little commissions they generate, 529 plans have required quite a lot of effort on the part of financial advisors. While consolidation may eventually make the broker's life easier, the process of winnowing out weak players may take years. |
Financial Planning
March 1, 2011
Donna Mitchell |
Hot Topics M&A activity peaked in 2010... Advisors in touch... Untapped business serving retiring boomers... |
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. |
Financial Planning
May 1, 2008
Stacy Schultz |
Need for Education A preview of the 2008 Rydex AdvisorBenchmarking Study, a snapshot of the financial advisory business. |
Financial Advisor
April 2004
Sydney LeBlanc |
What Have You Done For Me Lately? Are advisor marketing tools and business development what they should be? |
Financial Advisor
January 2004
Evan Simonoff |
Editor's Note The violation of advisors' and investors' trust by mutual funds is going to take a long time to heal. And I know many advisors who are asking themselves, if fund companies did this to us, what else might they do to clip clients? |
Investment Advisor
February 2007
Savita Iyer |
Taking Advantage of the Pension Protection Act Financial advisors need to understand fully what the Pension Protection Act means and how it pertains to their business. |
Registered Rep.
June 1, 2005
Kristen French |
Fido Attacks! Long a distant second to Charles Schwab in the lucrative business of serving financial advisors, Fidelity is making an aggressive push to close that gap. And some advisors are taking notice. |
Financial Advisor
August 2004
Grove & Prince |
U.S. Small Business Owners: Product Use and Interest For financial advisors sizing them up as clients or prospects, they are excellent candidates. But their complex needs and family situations require unique solutions. |
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 Advisor
February 2009
Mitch Anthony |
Taking Your Client's Pulse A new study says your clients don't blame you for the market crash, but you need to sit down with them and confront the damage. |
Financial Advisor
April 1, 2010 |
Advisor Emporium Advisor news: Hartford Offers Retirement Plan Program... New Stock Valuation Platform Offered... Evermore Launches New Global Funds... Invesco Offers Closed-End ETFs... ING Offers Business Building Program... Merger Provides Office Benefits... |
On Wall Street
May 1, 2010
Lauren Barack |
Courts Say You Can Charge Higher Fees, But It Still May Not Be Wise The U.S. Supreme Court's recent decision says that while advisors can basically charge what they believe their services are worth, mutual fund investors can demand more clarity from their advisors as to why they may pay more than an institutional investor. |
Financial Advisor
December 2010 |
Advisor Emporium News: Mutual Of Omaha Provides Coaching... Estate Planning Sites For Advisors... USAA Expands Mutual Funds... MFS Expands Target-Date Funds... Vanguard Creates Real Estate Fund... |
Registered Rep.
December 22, 2009
Stan Luxenberg |
Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification. |
