Results for "client servicing"

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Courting Gen X now Plan A for advisers

May 7, 2012

Advisors risk losing substantial portions of their client base if they don't figure out how to connect with the children of their clients, said Darla Sipolt, vice president of sales at TD Ameritrade, Sunday at the Financial Planning Association...

Pinnacle's Kitces: Virtual firms could leave traditional planners in the dust

May 7, 2012

Prepare to dump written financial plans and quarterly meetings, and get ready for a more dynamic world of virtual financial planning, industry commentator Michael Kitces said Monday at the Financial Planning Association retreat in Scottsdale,...

There must be 50 ways to lift your standards: CFA Institute

May 4, 2012

The CFA Institute's 65th annual conference, which kicks off Monday in Chicago, is expected to include an overt focus on ways to improve the overall image of the financial advice industry. “We know that the public trust in this profession is...

Implementing internships: How to find an intern

April 26, 2012

Finding an intern can be the most daunting task an adviser faces in the process. It is easy to find a high school or college student who is willing to stuff envelopes and file. But you need much more: a competent, even talented, individual who...

Women control the purse strings — so where are all the female advisers?

April 26, 2012

When Charles Schwab decided to ask advisers about their female clients, it expected to hear that women were about as involved as men in handling their investments. What it didn't expect was that advisers are more likely to be behind the curve...

Female clients more likely than men to make referrals

April 24, 2012

Women are more valuable clients then men. When a female client is happy with your services — whether you design home interiors, cut hair or provide financial advice — she is much more likely to recommend you to her friends and family, according...

Women & investing: A note from the editor

April 12, 2012

There is no doubt that women investors represent a tremendous growth opportunity for financial advisers. However, study after study shows that women are not being serviced or paid attention to as much as they should be by advisers. That's why...

Where'd all the referrals go?

April 9, 2012

One sign that financial advisers' clients aren't impressed with their portfolio performance: they have cut back on referring other investors. “That source of business growth has slowed for the first time for a lot of advisers,” said Mark...

Women want financial peace of mind — not stack of cash: Research

April 3, 2012

When it comes to women investors, the conventional wisdom is often wrong, according to research by LPL Financial LLC. "There is a sea of sameness when it comes to marketing materials and approach," said Marissa Fox-Foley, executive vice president...

Ticklish topics for every parent: Sex, drugs — and finances?

March 23, 2012

Male titans of Wall Street take note: Your kids are going to mom first about money questions, a survey from T. Rowe Price Group Inc. said. About 54 percent of children said they go to their moms first on money issues compared with about 40 percent...

To land clients, advisers need to come up with a story — and stick to it

March 23, 2012

When Ross Ozer talks advisers, they usually want to discuss ways to build their practices. So what does the senior vice president of Fidelity Institutional Wealth Services tell them? Develop the "story" of their business. Mr. Ozer was in Chicago...

Couples hedging financial bets by shacking up

March 22, 2012

The probability of a woman getting married by age 25 dropped to less than half as more Americans opt to cohabitate with their romantic partners rather than tie the knot, a U.S. government study shows. The proportion of women living with men...

No time to meet with a client? Skype 'em

March 15, 2012

Online video conferencing software Skype, owned by Microsoft Corp., can be a backup plan for advisers who can't schedule a face-to-face meeting, and at least a few are giving it a try. One is Vincent R. Barbara, an adviser with TGS Financial...

Advisers and clients view same market, see very different picture: Survey

March 13, 2012

Financial advisers are becoming more optimistic about the capital markets, but their clients, in general, are still waving the caution flag. According to Russell Investments' Financial Professional Outlook, 78% of surveyed advisers now maintain...

Are female advisers better positioned for the $14T opportunity?

March 7, 2012

Right now, women control an estimated $8 trillion in investable assets. By 2020, that figure is projected to grow to a staggering $22 trillion, as INTV reported last month from the TD Ameritrade Institutional Conference. Who could be in the...

Wealthier people more likely to lie or cheat: Study

February 27, 2012

Maybe, as the novelist F. Scott Fitzgerald suggested, the rich really are different. They're more likely to behave badly, according to seven experiments that weighed the ethics of hundreds of people. The “upper class,” as defined by the...

Most advisers overstating their expertise: Cerulli study

January 19, 2012

When pressed, it seems financial intermediaries will tend to overstate their qualifications and services, according to Cerulli Associates Inc. “Most advisers don't want to say that they don't offer some kind of service, so they are more likely...

As clients lose jobs, more advisers come to the rescue

December 18, 2011

Financial adviser as career coach? It is a hat that more advisers soon may be wearing, given the length and severity of the recession and anemic jobs recovery. Many advisers, in fact, already are seeing value in providing employment-related...

Advisers who are fee-based feel handcuffed

December 11, 2011

After another disappointing year in the markets, many financial advisers who base their fees on assets under management are thinking that there has to be a better way. But few have the stomach to make any changes right now — and that may be...

Merger proved to be her passport to semiretirement in the Caribbean

November 20, 2011

Adviser Sarah Barnhill is one step closer to her dream retirement on the white sand beaches of St. Croix in the U.S. Virgin Islands. Last year, she merged her Greenville, S.C.-based practice with the Asheville, N.C.-based practice of fellow...

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