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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
July 2008
Kara P. Stapleton |
Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors. |
Investment Advisor
March 2010 |
More Advisors Embrace Alternatives Advisors are increasingly turning to alternative investments, not as a source of outsized returns, but rather to provide true diversification to clients' portfolios. |
Investment Advisor
May 2007
Kara P. Stapleton |
What Millionaires Value According to Fidelity Registered Investment Advisor Group's recently released survey, financial advisors play a critical role in helping millionaires meet their investment needs, but 30% of those wealthy surveyed do not currently use an advisor. |
Investment Advisor
November 2007
Kara P. Stapleton |
ETF Education The industry has fallen short in informing investors about exchange-traded funds, according to a Rydex survey of 500 mutual fund investors. |
Financial Planning
January 1, 2005
Paramjit Mahli |
Adviser Pulse Regulations take their toll on financial advisers. |
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. |
Financial Planning
June 1, 2010
Donna Mitchell |
Safety First What have investors learned from the financial meltdown? They claim that they have gained more sophisticated understanding of risk-or so finds a new survey by Allianz Global Investors. |
Investment Advisor
November 2009
James J. Green |
Advisors Need to Think More Broadly, Act More Creatively In the tenth iteration of the Rydex AdvisorBenchmarking study lessons from the crisis can be gleaned. |
Investment Advisor
October 2008 |
Asset Allocation, October 2008 This month's recommended asset allocations from Investment Advisor's panel of distinguished economists and money managers. |
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. |
Registered Rep.
December 4, 2014
Diana Britton |
Investors Prefer Holistic Advice, CFP Board Says Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life. |
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. |
Registered Rep.
March 1, 2007 |
How Sweet It Is? A recent survey ranked financial advisor as the third-best job in the U.S. |
Registered Rep.
October 10, 2014
Megan Leonhardt |
Half of HNW NextGen Investors Keep Parents' Advisors About half of high-net-worth millennials are likely to keep their family's financial advisor when they inherit. |
CIO
November 1, 2005
Stephanie Overby |
Outsourcing's Image Problem Among 1,000 Americans surveyed, 72% said outsourcing is really about corporate greed. Yet the poll's overall findings contained many contradictions. |
IndustryWeek
July 1, 2007
Brad Kenney |
Web 2.0 Adoption According to a recent McKinsey executive survey, 70% of respondents say they are using some combination of 2.0 technologies for communicating with their customers. |
Wall Street & Technology
January 24, 2006 |
What's Your IQ? Fewer than half of senior finance and IT professionals surveyed believe they have achieved their information quality (IQ) objectives, reveals a study, which surveyed 385 senior executives. |
IndustryWeek
April 1, 2009
Nick Zubko |
Matters of Capital Importance The recession is driving many companies to reduce spending and production capacity. |
The Motley Fool
November 7, 2006
Dan Caplinger |
When Your Advisor Quits Facing the retirement of a trusted financial advisor can be traumatic. By remaining objective and cautious during your transition to a new advisor, you can take steps to ensure that you will continue to receive the good advice you've come to expect. |
Financial Planning
September 1, 2006
Elizabeth O'Brien |
Clients: Fickle to Faithful A new survey shows just exactly what financial planning clients value -- and what it takes to earn their loyalty. |
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. |
CFO
June 15, 2012
Marielle Segarra |
Going Digital Big data and digital marketing become top strategic priorities. |
Investment Advisor
June 2010
Angela Herbers |
From Senior to Partner A description of a smooth transition from senior advisor to partner. |
Financial Advisor
March 2012 |
In Advisors We Trust At a time when John Q. Public views the nation's financial and political systems with high levels of cynicism and distrust, a recent survey of investors' trust in institutions and individuals found that people think highly of their financial advisors. |
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. |
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? |
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. |
The Motley Fool
July 15, 2008
Tom Hutchinson |
Mutual Fund Advisory Madness If you use a financial advisor, you've probably been approached to invest in a diversified group of funds or a mutual fund advisory program. But be careful before you accept -- they may cost you more than your portfolio can afford. |
Financial Advisor
December 2003
Grove & Prince |
The Financial Life Of Senior Executives Who do America's top executives favor as their primary financial advisor and how did they find that advisor? |
The Motley Fool
July 6, 2005
Tom Taulli |
Donaldson's Last Stand William Donaldson made his mark on the SEC -- up until his last day in office. Interestingly, even the U.S. Court of Appeals had concerns about the new mutual fund regulations. |
Managed Care
January 2006 |
Costs Slow Down, But Not Enough to Assuage Employers' Concern A new survey shows that health care costs for companies are increasing more slowly than in recent years. |
Financial Planning
July 1, 2007
Kathy Gevlin |
White Paper The study points out a number of attitude and behavior changes among surveyed high-net-worth individuals. For the first time in the survey's six-year history, with regard to investing, wealthy individuals care as much about return on assets as they do about preservation of assets. |
Registered Rep.
May 18, 2004
John Churchill |
The Only Game in Town Survey shows a majority of investors still think mutual funds provide the best opportunity for a diversified portfolio, and many do not think the mutual fund improprieties are widespread across the industry. |
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. |
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. |
Investment Advisor
March 2007
Robert F. Keane |
Catching up with... Tim Meyer To get a handle on what's happening in the world of ETFs -- where assets grew 40% in 2006 to $422 billion -- here is an interview with the ETF business manager for Rydex Investments. |
Investment Advisor
February 2007 |
February 2007 In response to the scandal over favors given to some Fidelity mutual fund equity traders... Morningstar Inc. named its 19th annual mutual fund managers of the year... SunGard acquired Automated Financial Systems... etc. |
The Motley Fool
September 5, 2006
Dan Caplinger |
How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence. |
Registered Rep.
February 9, 2011
Diana Britton |
IMCA Helps Financial Advisors Pick Up Women Three out of four wealthy women are looking or thinking of looking for a better financial advisor. |
CRM
April 1, 2005 |
Statistically Speaking 18% of respondents said that when shopping in a consumer electronics store they are shopping to browse new technologies... 72% of new affluent consumers, individuals within the 35 to 54 age range with household incomes of at least $125,000, admitted that they clip coupons... etc. |
Registered Rep.
April 1, 2006
John Churchill |
Little Bulls Hedge fund managers, small ones at least, say the U.S. economy should have a flat to upbeat year in 2006, according to a survey released in March. |
Registered Rep.
July 1, 2004
Grove & Prince |
A Different Breed Tending to the financial needs of a family-owned small business is a complex affair, but it's not nearly as unique a task as it might seem at first blush. |
Financial Advisor
February 2007 |
Advisor Emporium Commonwealth Releases New Programs... Raymond James Introduces Charitable Fund... Rydex Doubles Funds' Pricing Capabilities... MSC Starts 2007 Education Program... etc. |
Managed Care
June 2003 |
Effectiveness of review process in eye of beholder From January 1999 to December 2000, 263 independent medical reviews were conducted in California as a result of patients trying to overturn coverage decisions by health plans. The Institute of Medical Quality surveyed those patients to obtain their opinions on the review process. |
Financial Planning
December 1, 2005
Marshall Eckblad |
Hedge Funds Behind the Curtain New research shows the theoretical underpinning of a potential future line of mutual funds that will offer various hedge fund strategies to average investors. |
CFO
June 15, 2012
Marielle Segarra |
Small Businesses Spend More Time on Taxes Nearly two-thirds of small businesses surveyed by the National Small Business Association spent more than 40 hours on federal taxes last year, a 7% jump since the year before. |
Investment Advisor
May 2008
James J. Green |
How's It Playing in Peoria? Several recent measures of advisor and client sentiments portray a significant lack of confidence in both the current state and the near-term outlook for the markets and the economy. |
The Motley Fool
October 20, 2011 |
Exactly Why Your Broker May Be Dangerous Be careful out there, because the broker you choose may have an agenda. |
Investment Advisor
November 2006
Chris Blunt |
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks. |
