Financial advisers mostly concerned that sick-man Europe will infect U.S.; 'no near-term end in sight'
Once the dominant player in the industry, carriers seeing reps exit; consolidation puts squeeze on
Recurring revenue fee ratio continues to rise; down payments getting larger, too
Carnegie Investment Counsel's acquisition sweet spot is in the $50M to $250M range
Social networking a swell way to land clients; 'great platforms'
Spouses, children lacking designation papers could be out of luck; problem magnified by bank mergers
Advisers' social networking mostly subject to same regs as other marketing, state says; 'like' a likely trouble spot
Facebook. LinkedIn. Twitter. Financial advisers need to embrace social media to land new clients and boost revenues, right? It ain't necessarily so, a new survey finds. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20111220&Category=FREE&ArtNo=122009999&Ref=PH>The 10 biggest stories of '11 &raquo;</a>
Third-party specialists may be best bet for spouses and their significant advisers
Advisers say something has changed dramatically in the minds of affluent, free-spending clients.
When Mesirow Financial Inc. offered its employees free physicals a few years ago, only about a third of the 875 employees in its Chicago headquarters participated. For the most recent round of tests in early October, more than 750 people turned out.
Advisers need to take a big-picture approach to assessing suitable investments, says Ibbotson Associates
Many interested in real estate and gold but plan on putting their assets into CDs, Treasuries; opportunity knocking?
