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Financial Planning October 1, 2012 Janice Fioravante	Readiness Training: Financial Planners Who Have Military Clients For financial planners who have military clients, the job often feels like a calling
Financial Planning July 1, 2008 Stacy Schultz	Get Fees? Young, high-net-worth investors care about the amount they are paying in fees and are only willing to cough up high costs in management fees if they are getting above-average performance in return.
Financial Advisor July 2004 Raymond Fazzi	Combat Readiness For Financial Advisors Military personnel are in much need of financial advice.
Registered Rep. July 27, 2006 Kristen French	Ameriprise FAs, Without American Express, Gain New Assets, Improve Average Production by Double Digits So far, Ameriprise seems to be doing just fine without the backing of its former parent company. The firm had a good second quarter, meeting analyst expectations, enjoying strong asset flows, improving advisor productivity and increasing its mass affluent client base
Financial Advisor December 2009 Evan Simonoff	Innovation Forum Probes Investors' Psyches Advisors take note. While the psychological changes caused by last year's financial crisis are not as deep as the scars the Great Depression left in a previous generation, some changes could be permanent.
The Motley Fool January 3, 2011 June Walbert	Ask June: Reservists Pay and Benefits The author answers your military benefits questions.
Registered Rep. March 1, 2012 Matt Oechsli	The Affluent Gender Shift A strong case can be made that it's becoming a woman's world. Today's affluent women are taking a much more active role in virtually every aspect of their family's finances.
Wall Street & Technology January 24, 2006 Greg MacSweeney	Yearning for the Long View An interview with IBM Institute for Business Value's executive director and a senior consultant on a new financial market report that shows while Wall Street may live by the quarterly earnings call, executives are starving for a long-term vision.
Registered Rep. April 1, 2007 Matt Oechsli	Trust Me The affluent are looking for an unbiased professional -- someone they trust -- to guide them through the complexities of today's financial world. They want the financial services equivalent of a family doctor.
Registered Rep. March 28, 2013 Lauren Barack	Drive-Through Advice The mass affluent aren't worth a planner's time, right? New technology is upending that assumption and opening up entire new markets to forward-thinking advisors.
Financial Advisor November 2005 Grove & Prince	A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business.
Registered Rep. August 27, 2014 Matt Oechsli	Seven Phrases Advisors Should Never Use Nobody likes to be sold to, especially today's affluent. Yet many people still try to sell their products and services to this lucrative consumer niche, including financial advisors.
Financial Planning April 1, 2005 Abigail La Croix	5 Questions A life insurance executive explains why no-load life insurance products matter.
Financial Planning October 1, 2009 Marc S. Freedman	Get Serious Advisors have the ability to serve the mass affluent well, and earn money too. This is a segment of our population that is ready to get serious right now.
Registered Rep. February 1, 2006 Matt Oechsli	The Full Monty Affluent clients want a clearly defined and structured process that will produce the right solutions for managing their financial affairs. For many financial advisors, this means coming up with a formal plan. Here's how.
BusinessWeek January 31, 2005	"I Wonder Who Will Support Us" A 30-year-old Japanese shares his concerns about his country's aging crisis and the government's response to it.
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. January 1, 2006 Matt Oechsli	Developing Your Business Mode Here are five key, but simple, questions to help financial advisors create their perfect business model.
Investment Advisor June 2008 Mike Patton	Lessons Learned As the road smooths after a year of independence, a registered independent advisor shares his insights.
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.
National Defense May 2015 Eoyang & Freeman	Why the U.S. Must Reform The Military Personnel System If our military hopes to continue employing the best and brightest, it needs to consider fundamentally changing the military personnel system, not merely tinker with pay and benefits.
The Motley Fool May 24, 2007 Selena Maranjian	Ten-Hut: About Insurance, Stocks Members of the U.S. military need to sort the good from the bad before they make their investments. Here's how.
Registered Rep. January 28, 2011 John Aidan Byrne	Banks Losing Mass Affluent To Online Brokerages U.S. and Canadian banks say developing mass affluent wealth management business is a top priority, but they're not doing enough about it.
Parameters Winter 2003/2004 Richard D. Hooker, Jr.	Soldiers of the State: Reconsidering American Civil-Military Relations Far from overstepping its bounds, America's military operates comfortably within constitutional notions of separated powers, participating appropriately in defense and national security policymaking with due deference to the principle of civilian control.
Financial Planning May 1, 2006 Marshall Eckblad	5 Questions: Hugh Massie An interview with the president and founder of Financial DNA about the importance of financial advisers discovering their clients' financial personalities.
Registered Rep. November 1, 2005 Christopher O'Leary	Going All the Way Across the country, registered rep employees of national broker/dealers daydream of chucking it all and going off on their own. But how far do you go? Which is the best model for keeping the most of what your business generates?
Financial Planning May 1, 2008 Stacy Schultz	Client Loyalty The most common reason affluent investors leave their financial advisors is because their advisor does not answer their calls, according to a new report.
U.S. Banker August 2004 Matthew de Paula	Military Banking: Financially Distressed GIs Look to Banks for Help Conflicts in Afghanistan and Iraq are hitting customers harder than banks realize, and the ripple effect is likely to be felt by the families of U.S. soldiers around the globe.
Registered Rep. March 1, 2013 Matt Oechsli	Are You an Elite Advisor? The Oechsli Institute recently conducted its annual advisor survey to discover just that. The research shows what today's affluent clients expect from a financial advisor and what advisors are doing to meet these expectations.
Investment Advisor September 2005 Mark Tibergien	Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value.
Financial Planning October 2, 2007 Suzanne McGee	Higher and Higher Today, there are more than 9 million Americans with at least $1 million to invest. Even for the best-prepared and best-educated advisor, a time may come when they need to consider whether continuing to work with their ultra-affluent client is in the best interests of both parties.
Investment Advisor April 2007 Lewis Schiff	The Wealth Boom Americans are on the brink of a wealth boom that may dramatically change the financial advisory business. The challenge is to understand these wealth boomers and decide how to profit from them.
On Wall Street September 1, 2008 Donna Mitchell	Which Firms Leave Clients Most Satisfied? It's easy to call clients in good markets, but more important to call them when times are bad.
Registered Rep. September 30, 2014 David Armstrong	Editor's Letter: October 2014 The wealth inequality gap is not between rich and poor, it's between the high-net-worth households and everyone else, including the middle class, who have not seen a significant increase in their middling net worth in over a decade.
Financial Advisor April 2004	Advisor Emporium American General Establishes Independent Advisor Network... Morningstar To Create Hedge Fund Database... DST Vision Adds Search529... Stocks To Cash Program...
Investment Advisor May 2008	Whither Client Loyalty? Are you certain that your clients will follow you where'er you roam? According to new research by Spectrem Group, clients may not be as steadfast as Mary's little lamb.
Investment Advisor March 2006 Kathleen M. McBride	Return of the Broker? Full-service brokers are regaining favor among affluent investors, according to recent study. However, it looks like they still have a way to go keep clients satisfied.
Investment Advisor October 2005	Letters: Get Off it, Already A broker might act like a fiduciary, but he is not allowed to call himself one... The Question's Been Answered... Corrections...
Financial Advisor April 2010 Andrew Gluck	Special Trip Family retreats may be a good way to explore the complexities of your wealthiest clients, says this consultant.
Registered Rep. November 1, 2005 Grove & Prince	Elusive Loyalty It's a serious conundrum for financial advisors: Their success hinges on their ability to cultivate loyalty in their most affluent clients, but many are having a tough time building that loyalty. But financial advisors can learn the skills that promote client loyalty.
Registered Rep. June 1, 2005 Russ Alan Prince	Being Advanced Before advisors can provide advanced-planning services they must first understand the process; this article aims to outline the basics.
Investment Advisor September 2008 Mike Patton	B/D or RIA? The Case for the Registered Investment Advisor After considering the different options, one advisor explains why he opted for the registered independent advisor model.
BusinessWeek June 13, 2005	Biotech's "Fantastic Future Ahead" Some bold predictions on what's coming for the biotech industry from Ernst & Young's Scott Morrison.
National Defense March 2011 Denis Chamberland	Contractors on the Battlefield: Outsourcing of Military Services The last decade has witnessed a sharp increase in the scale of outsourcing of military services to third parties, emphasizing the importance of integrating contractor support into military operations and generating efficiencies.
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Registered Rep. November 1, 2006 Matt Oechsli	Warning or Opportunity? Here are new affluent client issues that can be both warning shots and opportunities for financial advisors: Increasing Internet Savvy... Dissatisfaction with Financial Plans... Increased Competition... etc.
Military & Aerospace Electronics May 2006	Industry, DOD technology cooperation is key to realizing network-centric warfare Col. David W. Madden, director of the enterprise integration group at the Air Force Electronic Systems Center at Hanscom Air Force Base, discusses his group's most pressing technological priorities.
Registered Rep. December 1, 2006 Matt Oechsli	How to Talk to Wealthy Folks The rich are different, as they say. And that applies to how they talk -- and how they want to be talked to. Less jargon is better... More direct and straightforward is better... More rehearsed and practiced is better... etc.
Financial Planning June 1, 2010 Deena Katz	Last Gen to Next Gen Luminaries from the first wave of financial planners fielded probing questions from Texas Tech students. Their answers may surprise you.
Registered Rep. June 18, 2014 Matt Oechsli	Building a Multigenerational Wealth Management Team The most common exit strategy for a veteran advisor getting ready to retire is to sell his or her book according to the guidelines established either by their firm or industry valuations standards.