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Registered Rep. April 13, 2011 Charles Paikert	Under-50s Seen as Lucrative Opportunity for Wealth Managers Wealth managers are ignoring potential clients under 50 years old at their own peril, according to a new study by Cisco Internet Business Solutions Group.
Registered Rep. July 1, 2006 Kristen French	Trading Up The Wealth Advisor Institute, a new trade group for advisors who cater to the wealthy, opened its doors in June.
Investment Advisor July 2009 James J. Green	Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought.
Financial Advisor February 2006 Grove & Prince	Who Wants to Be a Millionaire? The top 1,200 U.S. financial advisors, who regularly earn more than $1 million on an annual basis, rely on characteristics and techniques that can be adopted and refined by a great number of advisors.
Financial Planning February 1, 2010 Donna Mitchell	More Money in Motion During the financial crisis, the majority of high-net-worth clients maintained accounts with at least two financial advisors, Boston-based Cerulli Associates said in a January report.
Registered Rep. November 8, 2010 Charles Paikert	Ultra-Wealthy Seeking New Investment Approaches: IMCA Conference The so-called "bucket approach" of dividing a portfolio into goals-based categories is gaining popularity among wealthy investors.
Investment Advisor August 2006 Susan L. Hirshman	The Wealth Advisor: Lessons From the Best With a targeted client plan consisting of an integrated approach for client segmentation, actively pursuing referrals, and furthering meaningful client contact, financial advisors will be on their way to meeting their clients' financial needs.
Financial Advisor October 2005 Grove & Prince	Understanding The Middle-Class Millionaire Middle-class millionaires are the "ideal clients" for most financial advisors. They are wealthy enough to require the services of high-quality financial advisors, yet not so wealthy that most financial advisors end up in over their heads.
Financial Advisor November 2010 Cliff Campeau	Finding A Standout Here's what an investor might look at in deciding whether to hire your firm.
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.
Investment Advisor April 2010 Lewis Schiff	The Affluentialist: The Challenges of Advising the Affluent Advisors need to focus on more than just assets with their very wealthy clients.
Financial Planning October 2, 2007 Elizabeth O'Brien	Do the Rich Enrich? Advisors chase high-net-worth clients, but some skeptics remain.
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
On Wall Street November 1, 2009 Parisi & Leung	Intergenerational Wealth Transfer: The New Advisor Challenge A new survey estimates that 80% to 90% of financial advisors lose assets when their client dies -- mainly because the advisor doesn't know the client's children or heirs.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
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.
On Wall Street April 1, 2013 Margarida Correia	Referrals Aren't Enough to Lure Clients Contrary to what many advisors assume, referrals do not automatically create new wealthy clients.
Financial Advisor November 2003 Grove & Prince	Products America's Senior Executives Use And Want The wealthier they are, the more they want financial products designed for them.
Investment Advisor February 2010 Lewis Schiff	The Affluentialist: Trends in Client Communication The pressure for greater efficiency and convenience is propelling advisors to try new means of communication. Not surprisingly, most new channels appear with new technologies or updated applications of old techniques.
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?
Financial Planning March 1, 2011 Stephanie Bogan	Growth: Realizing Your Potential To build your advisory practice into what you dream it will be, you need to see it clearly and then think like a businessperson, streamline operations and market yourself.
Registered Rep. November 1, 2004 Will Leitch	The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all.
Financial Planning November 1, 2006 John J. Bowen	Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before.
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.
Investment Advisor April 2010 Lewis Schiff	Advisor, Understand Thyself Financial advisors need to understand themselves and their inner drivers, as well as their clients'.
Financial Advisor March 2005 Grove & Prince	Know Thy Clients This is the second in a series of articles about the risks, rewards and challenges of wealth management, as well as the ever-changing tools of the trade.
On Wall Street October 1, 2008 Ray Sclafani	So Many Client Segments, So Little Time A strategic approach to client segmentation improves customer satisfaction and your bottom line.
Investment Advisor July 2007 Melanie Waddell	Gen Xers: The Optimal Client? The best new clients for financial advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks.
Financial Advisor June 2005 Grove & Prince	Preserving Client Relationships In Down Markets What should financial advisors do when the stock market tanks? Communicate early and often to keep clients happy.
On Wall Street July 1, 2010 Frances A. McMorris	The Burgeoning Battle For The Best And The Brightest What are the wirehouse behemoths doing to keep their advisors happy, attract others, and, in turn, maintain the bulk of high-net-worth client assets?
Financial Advisor January 2007 Mitch Anthony	The Paradox of Plenty To better connect with your financial advisory clients and empathize with their walk into and through the building of wealth, you need to be able to relate to the emotional tensions they may be experiencing.
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.
On Wall Street February 1, 2010 Gerri Leder	Emerging From Crisis With the Three Rs The eventual winners will be those advisors who review, regroup and reform their assumptions.
Registered Rep. August 24, 2011 Charles Paikert	Family Businesses Offer Opportunities -- and Pitfalls -- for Wealth Managers Advisors have to be more aware of the interplay between a family's personal portfolio and its business.
Investment Advisor August 2005 Melanie Waddell	The Playing Field: Serving Mid-Tier Millionaires Mid-tier millionaires desperately want to reduce the complexity of managing their wealth and consolidate all of their financial needs under one roof. Can you help them?
Investment Advisor July 2010 Ray Sclafani	The High-Performance Coach: The Five Myths of Professional Networks Why you need professional advocates.
Investment Advisor July 2008 Kara P. Stapleton	Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors.
U.S. Banker October 2002 John Adams	Paint the Big Picture for The Elite--on Screen eMoney Advisor's Wealth Management Solution is a new product allowing both financial advisors and clients to have a single place to view the ongoing status of all their financial relationships.
Financial Planning April 1, 2007 Kathy Gevlin	How Are You Doing? If you were to take a step back right now and ask yourself how well your financial advisory practice was meeting your objectives, what would your answer be? What are the successful ones doing right? Consider the following questions.
Bank Technology News September 2002 Elizabeth Logue	Wealth management: Advisors Finally Waking Up to the Internet's Useful Influence Bucking the market once again, Charles Schwab is doing the unthinkable: encouraging financial advisors to use the Internet to service affluent customers.
Financial Advisor June 2008 Grove & Prince	Survival Of The Fittest Whatever plateau your advisory business may have reached, whatever ceiling you might have bumped up against -- now is the time to blast off or blast through.
Investment Advisor July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
Investment Advisor August 2007 Maya Ivanova	A Victim of Success? A recent survey of registered investment advisors reports that while advisors recognize that marketing is a key component of their business, few devote enough time to this vital activity.
Financial Planning October 1, 2009 John J. Bowen Jr.	Success on Purpose The right practice framework is essential to reaching success in the financial advisory industry, and the most important aspects of this framework fit into seven categories.
Registered Rep. March 29, 2006 John Churchill	Narrow Your Focus to Get Bigger Clients Financial advisors need to pick a segment and learn all it takes to serve them, from building a network of other professionals with similar expertise to getting involved in programs and events that cater to them -- basically building the practice around them.
Registered Rep. May 1, 2006 Halah Touryalai	Looking At Long-Term Care For advisors who haven't considered long-term care insurance for their clients, now might be a good time to take a look. Health-care planning, including purchasing insurance to protect other assets, has to happen before clients are too old.
Registered Rep. April 21, 2003 Ross Tucker	Optimism Among Wealthy Grows Good news for advisors looking to land affluent clients: Wealthy Americans are starting to regain confidence in future business and market conditions.
Registered Rep. January 1, 2005 Anne Field	Poor Little Rich Kids With a horde of competitors pursuing the same market, and with statistics showing that the highly affluent trust financial advisors less than ever before, winning and retaining wealthy accounts requires delicacy, savvy and, most of all, smart marketing.
Registered Rep. January 1, 2005	Land of Confusion Assets in separately managed accounts are growing steadily again after hitting a rough patch between 2001 and 2003, but many investors still don't understand what it is they do.
Investment Advisor April 2009 James J. Green	The Wired Wealthy The higher up a client is on the asset scale, the more likely that he'll be using a mobile device of some kind to stay on top of his financial affairs and stay in touch with advisors.