Results for "client servicing"
Displaying 1,292 results
September 18, 2010
InvestmentNews' assistant managing editor Robert Hordt sits down with financial adviser Greg Olsen, a partner at Lenox Advisors, to discuss some of the challenges that come with advising clients in their 60s and early 70s. They also dive into...
September 9, 2010
For advisers, having too few clients can be a dire situation. On the other hand, having too many clients comes with its own traps, snares and pitfalls. So just how many clients is the right number of clients? Obviously, that figure varies from...
July 30, 2010
Male advisers: It may be time to reassess. In a survey released this week by The Boston Consulting Group, more than half of the respondents – affluent women — said that wealth managers could do a much better job of meeting their needs. The...
July 11, 2010
Forget about pulling out that straight-backed chair when a client walks into the office; these days, some financial advisers are directing clients to the couch. Amid all the chaos and anxiety wrought by the tumultuous stock market and murky...
July 7, 2010
It was another tough year to be a financial adviser — or at least, that seems to be one of the takeaways from Charles Schwab Corp.'s much-anticipated RIA benchmarking study. In the study, which was released today, Schwab found that, on average,...
May 7, 2010
Thursday's stock market whipsaw sent many financial advisers into client management mode — fielding calls and sending out e-mails as the Dow Jones Industrial Average briefly tested a record 1,000-point drop. About half of 1,148 advisers polled...
March 30, 2010
No client enters McNamara Financial Services Inc. without being greeted by the friendly barks of three energetic dachshunds. It may be unconventional, but this family-owned advisory firm has used the three dogs — Dash, Brooklyn and Trot —...
March 28, 2010
Investor concern over the cost of health care reform is likely to manifest itself in a flood of questions to financial advisers about how best to protect assets from an expected hike in taxes. In preparation, advisers are weighing several solutions,...
March 4, 2010
In a four-part series called Lifestage that begins today, InvestmentNews is exploring those same issues with four segments of the investment advice market. We want to learn what makes the people in these demographics tick and to explore their...
February 24, 2010
Investment adviser Richard Feight admits he's not very good at brewing beer, but he's found that the hobby helped him build business connections and network with clients. A few years ago, Mr. Feight, owner of IAM Financial LLC, bonded with one...
February 23, 2010
I was reminded yesterday of the importance of communication — in an unusual way — as I checked out of a hotel in Miami where I was attending a meeting. I noticed that the person standing next to me looked familiar. Turns out it was John...
February 16, 2010
Last week, I found myself among thousands of snow-stranded travelers on the East Coast trying to get home. After countless hours of waiting in lines and hoping to get on as a standby to Chicago, I landed a seat on an extra flight United Airlines...
- Alternative Investments
- Bonds / Fixed Income
- Client Prospecting
- Client Servicing
- Defined Benefit Plans
- Defined Contribution Plans
- Health Care
- Independent Broker-dealers