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Financial Planning August 1, 2013	Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month.
Financial Planning May 1, 2013	Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.
Financial Planning September 1, 2013	Advisor Confidence Rises, as Does Taste for Risk The index reverses its fall, led by shifts in client behavior and market performance.
Financial Planning November 1, 2012	Retirement Advisor Confidence Index: Risk Tolerance Grows Again Financial Planning s Retirement Advisor Confidence Index rose for the second straight month in October, indicating continued optimism among the planning community.
Financial Planning January 1, 2013	Retirement Advisor Confidence Index: Worries Grow A drop in risk tolerance pulls down the latest index reading.
Financial Planning December 1, 2012	Retirement Advisor Confidence Index: Cash Gains as Confidence Slips Portfolios reflect a decline in risk tolerance; advisor fees inch higher
Financial Planning July 1, 2013	Advisors Show Mixed Views of Markets Readings show a modest lift in client optimism but a drop in retirement activity.
Financial Planning April 1, 2013	Retirement Advisor Confidence Index: Reality Check for Planners Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note.
Financial Planning February 1, 2013	Retirement Advisor Confidence Index: Rosier Outlook Risk tolerance and a growing taste for equities help the January index climb back after two straight declines.
Financial Planning September 1, 2012	Retirement Advisor Confidence Index: New Index Tracks Advisory Sector The Retirement Advisor Confidence Index is a monthly barometer of business conditions for the wealth management sector. The initial reading of 48.7% shows a modest contraction in business activity
Financial Planning June 1, 2013	Advisors Upbeat as Stocks Rise Planner sentiment climbs to a new high as clients stress optimism.
Financial Planning September 1, 2012 Scott Wenger	Editor's View: FP has a new Retirement Advisor Index FP s new Retirement Advisor Confidence Index will help planners gauge industry business conditions
Financial Planning October 1, 2012	Retirement Advisor Confidence Index: Planner Confidence Growing Financial Planning's Retirement Advisor Confidence Index - a monthly barometer of business conditions for wealth managers - rose in its latest reading, a bullish sign for the planning industry.
Financial Planning March 1, 2013	Retirement Advisor Confidence Index: Optimism Grows After election jitters and the fiscal cliff melodrama, advisors find optimism - and a planning opportunity.
Financial Planning October 2, 2007 Elizabeth O'Brien	Advisor Pulse A new study reveals that while 95% of all financial advisors believe they've talked about fees with their clients, only 66% of customers say their advisor has initiated a fee discussion with them.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Entrepreneur December 2006	Advise Advisory Hiring fiduciary advisors for your employees.
Investment Advisor January 2007 Savita Iyer	DC Advisor-Sponsor Matchmaker The relative lack of corporate advisors is a result of inertia on the part of plan sponsors; despite pronouncing themselves dissatisfied with their retirement plans, plan sponsors do not take the easy step of finding a new advisor.
Financial Advisor April 2007 David Lawrence	RIM Shot Service pricing is not the sole issue for today's financial advisors to deal with. There are several issues unique to Retirement Income Management practices that require attention.
On Wall Street June 1, 2010 Gerri Leder	In The World Of Managed Money, Advisors Still Add Value Here's what advisors must do now to sharpen their edge.
Financial Planning January 1, 2012 Charles Farrell	Retirement by Design Helping investors live off their wealth is a very different business from helping them build wealth. But managing retirement income is something every advisor needs to learn how to do -- and soon.
Registered Rep. November 3, 2010 Diana Britton	Merrill Lynch: Affluent Investors Remain Conservative Despite Positive Outlook According to the latest Merrill Lynch Affluent Insights Quarterly, 39 percent of affluent Americans described themselves as having a low investment risk tolerance.
Investment Advisor April 2007 James J. Green	Retirement Planning Balancing Act Being a financial advisor who focuses on selling and servicing corporate 401(k) plans is a matter of balance.
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.
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.
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.
Financial Planning December 1, 2006 Marshall Eckblad	The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look.
Investment Advisor February 2007 Melanie Waddell	Clear Road Ahead Commonwealth's retirement platform, Preferred Portfolio Services Retirement Solutions, keeps financial advisors compliant with ERISA and PPA.
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 July 1, 2009 Donna Mitchell	A Brighter Outlook Advisors' confidence in the economy and the stock market improved in May, to a reading of 100.48 -- up nearly seven points from 93.59 in April.
Wall Street & Technology October 28, 2008 Leslie Kramer	SunGard Enhances WealthStation Financial Planning Enhancement geared to help advisors guide clients through uncertainty.
AskMen.com Ryan Ortega	Invest On A Budget With a little planning and common sense, you can invest on a budget with very little money up front and, hopefully, a large payout in the end.
Registered Rep. July 5, 2011 Jerry Gleeson	When Advisors Add Value, Pricing Power Follows Advisors who want to charge more for their services have to differentiate themselves from their competitors.
Investment Advisor November 2007	Asset Allocation, November 2007 The monthly recommendations from the IA asset allocation gurus
Investment Advisor February 2008	Asset Allocation, February 2008 The monthly recommendations from the IA asset allocation gurus.
Investment Advisor March 2008	Asset Allocation, March 2008 The monthly recommendations from the IA asset allocation gurus.
Investment Advisor April 2008	Asset Allocation, April 2008 Read on for the monthly recommendations from the IA asset allocation gurus.
Investment Advisor May 2008	Asset Allocation, May 2008 The monthly recommendations from the IA asset allocation gurus
Investment Advisor September 2008	Asset Allocation, August 2008 Monthly recommendations from the asset allocation panel.
Investment Advisor June 2007 Kara P. Stapleton	Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business.
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.
Financial Planning November 1, 2006 Marshall Eckblad	Advisor Pulse Financial planners are working hard to meet the needs of their retiring clients. But according to a recent survey, they might be doing so at their own expense.
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.
The Motley Fool November 15, 2010 Dan Caplinger	Stop This Dumb Fee Once and for All 12b-1 fees are a relic of a dying breed of mutual funds.
Financial Planning November 1, 2008 Robert Hoyt	The New Normal Clients (as well as practitioners) are hoping to understand what their investment lives will look like when the economy settles down. How will we know when things are back to normal? And what will that normal be?
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 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.
Financial Planning August 1, 2010 Donna Mitchell	Who's Planning? A study by Boston-based AiteGroup found that only 18% of independent advisors make financial planning the center of their practice.
The Motley Fool August 13, 2007 Dan Caplinger	Don't Pay Twice for Advice There's nothing inherently wrong with paying for financial advice. But there's a big difference between paying once for a good financial plan versus paying high fees year after year, through good times and bad.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.