Sidebar: Top Tactics for Getting Clients
When Merrill Lynch Wealth Management executives surveyed their top 250 acquiring financial advisors last year, the firm identified several key tactical client acquisition strategies responsible for the majority of new business results.
How to Shake Up Your Marketing
Despite significant structural changes in the industry over the last decade, financial services marketing has remained—as Jay Nagdeman puts it—conservative, undisciplined and expensive.
Scared Stockless: How Advisors Calm Jittery Clients
Despite the run-up in the market, client enthusiasm for equities has evaporated since the crisis in 2008, with stock ownership at its lowest point since 1998.
Here’s Your Lead Generation Machine
Here’s a storyboard you’ll love: Investor checks out financial advisor online and likes what he sees. Investor hires financial advisor.
A lot of broker-dealers have invested in the retirement income space.
2012 Advisor Hall of Fame
Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.
New Retirement Pro Emerges From Altered Landscape
How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.
Advisors Feel Pinch of Compensation Squeeze
Many advisors expect to see a slight lift in pay in 2012, but with the sluggish economic recovery, ongoing global challenges and relentless cost-cutting, there is little reason to bring out the bubbly.
Beyond the Ivory Tower
For three decades, Jim Poterba has studied how taxation affects household and business decision-making. The big takeaway for financial advisors: one size does not fit all.
The Tab for Independence
Can advisors across the spectrum afford to go independent, no matter their asset level? Opinion is mixed.