Restoring Trust, One Client at a Time
What a person finds humorous can be quite revealing.
American Investors Bullish on U.S. Equities
Eighty-six percent of affluent U.S. investors were optimistic about investments, according to a Legg Mason survey published this week.
Equities Are Hot, but Affluent Investors Won’t Bite: Legg Mason
It seems affluent investors once again like equities for income, but are holding fast to their fixed asset allocations.
Fees and Fiduciary: Good Business, Bad Marketing, Pt. 2
What do today’s affluent investors really want? One implication of the Sullivan/Northstar research: advisors who frequently talk about fiduciary could actually reduce trust with prospective clients.
Fees and Fiduciary: Good Business, Bad Marketing, Pt. 1
Some of the words advisors use most commonly to inspire trust, like "fee-based" or "fiduciary," are actually some of the most negative and confusing words in the advisors’ lexicon, from the perspective of the client.
LIMRA survey: Older consumers don't know enough about retirement income products
Thirty percent of older consumers have a negative attitude toward annuities, and twice that - 60 percent - say their knowledge about investments is "subpar."...