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Investment Advisor
January 2010
Robert F. Keane |
It's Just Business When Scott Hanson talks about Hanson McClain's new venture to serve the middle class, he puts it into a business perspective, and explains why he and partner Pat McClain expect the venture to be successful.   |
Investment Advisor
January 2010
Robert F. Keane |
The Power of Radio Every Saturday afternoon Scott Hanson and Pat McClain conduct a live call-in show called Hanson McClain Money Matters. |
Investment Advisor
January 2010
Robert F. Keane |
Cover Story: Reinvention Time Hanson McClain, named after its founding partners thinks it has figured out how to serve clients with lower asset levels. |
Financial Advisor
June 2008
Tracey Longo |
It's How You Arrive Scott Hansen, co-founder of Hanson McClain, has no intentions of increasing his $250,000 minimum for new clients. And if he could figure out a way to work with people who only had $100,000 to invest, he'd do it. |
Financial Planning
August 1, 2011
Temma Ehrenfeld |
Person of Interest: Where Pension Work Still Prevails A planner can serve many clients by studying one company's pension offerings. |
Registered Rep.
June 2, 2015
Megan Leonhardt |
Compensation Survey 2015: The Slowly Disappearing Commission Moving from a commission-based business to one based on fees, advocates argue, removes conflicts and puts advisors on the same side of the table as their clients. |
Financial Advisor
May 2010
David J. Drucker |
Help From Your Friends More advisors are signing on to advisor networks to fast-track their businesses. |
Registered Rep.
February 12, 2003
Ross Tucker |
Slow Growth in Fee-Based Business Relatively few brokers are increasing their commitment to fee-based advisory practices, a new report indicates. |
Financial Planning
October 1, 2013
William Atkinson |
Find a Payoff From Low-Net-Worth Clients Sometimes working with low-net-worth clients can provide unexpected benefits. |
Investment Advisor
May 2006
James J. Green |
IA Leaders: Growing by Design An interview with Investment Advisor Leader Council member Scott Hanson: On the state of your practice... On your partnerships... On past experiences that affected how you run your practice now... On your clients... etc. |
Investment Advisor
January 2008 |
The Compensation Food Chain Performance-based compensation is the future of investment advisor compensation. |
Registered Rep.
March 1, 2003
Ross Tucker |
Fees? Sigh, Ho Hum Relatively few brokers are increasing their commitment to fee-based advisory practices, even in this everything-to-gain-from-change economic environment. |
Financial Advisor
January 2005
Marla Brill |
Mining The Media Advisors are working with local media outlets to establish credibility. |
Registered Rep.
December 1, 2006
Kristen French |
Morgan's New Comp Plan Morgan Stanley retail head James Gorman announced the rollout of a new compensation program for 2007 -- one that will increase the firm's spending on compensation by millions of dollars. But the plan will also eliminate any compensation to reps on accounts below $50,000. |
Registered Rep.
June 1, 2015
Megan Leonhardt |
Compensation Survey 2015: Crunching the Numbers The industry has come a long way in embracing a fee-based business. |
Registered Rep.
December 7, 2011
Philip Palaveev |
The Say on Pay: Registered Rep.'s 2011 Compensation Survey Financial advisors continue to expand their practices, work with more clients and receive ample compensation for their efforts. |
Registered Rep.
December 8, 2015 |
2015 Broker Report Card: Paying Premium? The percentage of advisors' revenues derived from fee-based business ticked up again this year, for the sixth year running. |
Financial Planning
May 1, 2011
Marie Swift |
Client Communications 2.0 Here's what advisors need to know to communicate with new clients who are more prone to use social media (as well as friends and colleagues in the physical world) than advertising and company promotions to inform their decisions about products and services. |
Registered Rep.
March 12, 2004
John Churchill |
Huge Growth in Fee-Based Brokerage Fee-based brokerage showed faster growth than any other segment of managed accounts over the last four years, according to a new report from Cerulli Associates. |
Registered Rep.
December 8, 2015 |
2015 Broker Report Card: A Less-Than-Diverse Workforce Of the advisors who participated in the 2015 Broker Report Card, 21 percent were women. |
Investment Advisor
March 2008
Angela Herbers |
Words of Wisdom Keeping older professionals in the industry should be a priority. And if we don't do something to rectify this situation sooner rather than later, we face the prospect of watching the experience of a whole generation literally walk out the door. |
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. |
Financial Advisor
May 2006
Tracey Longo |
What Have You Done For Me Lately? The race is on among independent broker-dealers to recruit more top fee-based advisors. |
Financial Advisor
August 2010
Raymond Fazzi |
Looking To Streamline Now that they've experienced the harsh consequences of poor business management, fee-based advisors are looking to their custodians and broker-dealers for all the help they can get. |
Financial Advisor
May 2005
Raymond Fazzi |
Betwixt And Between Hybrid advisors work in both the fee-based and commission worlds. |
Registered Rep.
October 1, 2004
David A. Gaffen |
Sharp Words for the NASD From Raymond James' Averitt The CEO directed biting criticism towards NASD regulators currently investigating fee-based advisory practices. Advisors also pointed out that the asset allocation and investing processes are being left out of the equation. |
Financial Advisor
June 2011
Bruce W. Fraser |
Rebuilding Trust - Part 2 Six leaders in the wealth management continue their discussion of the advisory industry and how new rules and regulations will impact it. |
Financial Planning
August 1, 2011
Bogan & Doss |
Compensation Challenge Designing a compensation strategy that supports a firm's philosophical framework while also acknowledging its financial resources and goals helps ensure an effective plan that promotes the growth of people and profits. |
Investment Advisor
February 2008
Angela Herbers |
Barring the Door How to stop training your (future) competition. |
Investment Advisor
July 2006
James J. Green |
Tackling the Challenges Industry leaders discuss the biggest challenges facing the profession: finding reliable income streams for clients in retirement, and nurturing the next generation of advisors. |
Registered Rep.
October 1, 2006
Christopher O'Leary |
Home, Sweet Piggy Bank? Advisors say that when a client is approaching retirement age, particularly one with inadequate savings and who lives in an area that has had rising real estate values, he needs to be told his house is not his retirement plan. |
Investment Advisor
June 2006
James J. Green |
How the Leaders Cope The leading investment advisors discuss their priorities and the competition. |
U.S. Banker
November 2009
Steve Garmhausen |
Fulton Financial's Recipe for Recovery The bank s sagging brokerage unit reversed its fortunes when it ditched the commissions and switched to a fee-based model. Then it brought in a rainmaker. |
Registered Rep.
February 4, 2015
Leonhardt & Neal |
Nine Advisors Admit Their Biggest Mistakes Regardless of age, advisors start out with little more than ambition and a determination to learn from mistakes. |
Financial Advisor
January 2005
Tracey Longo |
How Fee-Based Programs Led 2004 Brokerage Profits Fee-based profitability is not lost on brokerage executives, who are ramping up programs designed to attract more planners to a fee-based business model and away from traditional commissions. |
Financial Advisor
December 2011
Marie Swift |
Executive Roundtable According to industry heavy hitters these are the next challenges and opportunities for advisors. |
Registered Rep.
June 1, 2004
Kevin McKinley |
Fee-ling Good Tips for financial advisors on establishing and maintaining fee-based relationships the right way. |
