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The new benchmark: Service trumps performance, says Krawcheck

November 9, 2012

Good news, job seekers: There’s a bull market in financial advice, and it has nothing to do with the markets. The financial needs of consumers have gotten so complex in recent years that the investment part of the client-adviser relationship...

How top-performing advisory firms got there

November 7, 2012

Top-performing financial advisers attribute their success to intensely focusing on the business of the firm, concentrating on the clients they can serve best and using adviser time wisely. “Professionally managing our business has been a critical...

Business 'almost as usual' for advisers — despite Sandy's wallop

October 30, 2012

Financial advisers in the path of superstorm Hurricane Sandy communicated with clients from wherever — and whatever way — they could on Tuesday. A number of advisory offices along the northeastern coast stayed shut for a second day because...

Hurricane, but able: Advisers work before Sandy strikes

October 29, 2012

Financial advisers along the East Coast attempted to hold conference calls and otherwise communicate with clients and money managers even as they instructed their staff to stay at home and stock trading was put off by the closing of U.S. markets....

When it comes to attracting new clients, same old story for advisers

October 9, 2012

First, the good news: The financial advisory business clearly has rebounded from the recession. The bad news? The recovery may not be built on a stable foundation. Indeed, a new survey of 436 advisers conducted by InvestmentNews/Moss Adams shows...

Live from FPA Financial advisers ignore the middle class

September 30, 2012

Investment advisers should reach beyond high-net-worth clients into the middle class to build their businesses, according to advisers at the Financial Planning Association annual conference. “The majority of people are not among the wealthy,”...

Isaac just another day at the office for Gulf Coast advisers

August 29, 2012

Power outages and torrential rains forced some Gulf Coast advisers to shut down their offices, but a number of them have decided to keep working in spite of Hurricane Isaac. Roland T. Doubleday, an adviser at an eponymous firm in Metairie, La.,...

Super-wealthy families seek boutique: Study

August 7, 2012

They call it “money camp.” Twice a week, 6- to 11-year-old scions of wealthy families take classes on being rich. They compete to corner commodities markets in Pit, the raucous Parker Brothers card game, and take part in a workshop called...

Why frequent fliers may want to put their mileage cards on standby

July 18, 2012

Starting in 2013, merchants can start charging customers a fee when they pay for goods or services with a credit card. While the levy may not amount to much, the charge could be of concern to one group of card users, according to one financial...

Mary Beth Franklin: Waiting for rollover money a roll of the dice

July 5, 2012

I talked to Mike Scarborough, president of Scarborough Capital Management in Annapolis, Md., the other day as I was researching a story about lump sum distributions from pension plans. (You can read all about it in my column in next week's print...

Forget the Neutrogena— women want results from advisers

June 28, 2012

For all the emphasis on the need for financial advisers to build relationships with women before gaining their trust — and business — it turns out that investment performance matters, too. “Women are like any other investors,” said Bernard...

Advisers now more trusted than doctors or accountants, survey shows

June 7, 2012

Despite the trauma of the financial crisis -- or perhaps because of it -- Investors say they trust their financial adviser more than their doctor or accountant. In a survey of investors with at least $200,000 in assets, 84% said they strongly...

Out of commission: Advisers don't regret move to fee-based model

June 7, 2012

For some advisers, switching to a fee-based model requires a true leap of faith. For others, it's just another step in the growth of a business. For Chuck Furr, president of Furr & Associates Financial Inc, the transition was a natural progression...

Advisers telling clients to avoid 'most hyped IPO in history'

May 18, 2012

With the hype surrounding Friday's public stock offering by Facebook Inc. Ticker:(FB) reaching a fever pitch, a lot of financial advisers have resorted to basic math to give their clients some perspective on the social-networking giant. “With...

Do you know your client's personality type?

May 9, 2012

Is the client in front of you a “guardian,” an “artisan,” an “idealist” or a “rationalist?” Is their personality best characterized by the colors red, yellow, blue or green? An adviser's ability to read personality types and...

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...

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