Which Advisors Have Loyal Clients — and Why?
Client loyalty is a key to advisors’ success. Here's how to keep it afloat.
Clients, Especially the Young, Want Credentialed Advisors: IMCA
Study conducted by Advisor Impact for IMCA found that the younger the client, the more they wanted their advisors to have voluntary certifications.
Poor Time Management Is Costing Advisors: FPA Study
By increasing productivity, advisors could add 50 client meetings a year, a Financial Planning Association report found.
Does the independent advisory industry really need another study?
Advisors’ Biggest Retirement Blind Spot May Be Their Own
FPA-sponsored study finds most advisors are not properly managing their own business affairs, but younger advisors are bucking the trend.
Evensky & Katz Win Award at Schwab Impact
Evensky & Katz Wealth Management has won an award — yet again — as Schwab hands out IMPACT awards.
Client Engagement on the Rise: Advisor Impact
A new report from Advisor Impact found that nine out of 10 clients said the advice they received played an important or critical role in meeting their financial goals.
New Hire Roundup: CFP Board Announces Chair Appointments
This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.
Schwab Names 3 RIA Firms as Impact Award Winners for 2012
Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.
What’s Jeff Gundlach Thinking; Keep Clients Engaged; Advising Divorcing Women: October Investment Advisor—Slideshow
Jeff Gundlach has made quite a name for himself. He shares his rock-star strategy with Editor-in-Chief John Sullivan in the October issue of Investment Advisor.