Added-Value Programs Leave Advisors Wanting
By Gil WeinreichFinancial advisors do value financial firms value-added programsthey just want the firms to add more value. That is one conclusion of a new study examining advisor attitudes on the plethora of programs.
May 24, 2013
Ignore the Talking Baby and the Green Line, eMoney Advisor Warns InvestorsA YouTube video by eMoney Advisor takes aim at the argument that investors should make their own financial plans by following green lines and listening to talking babies.
May 24, 2013
Honoring Advisors Who Serve(d): Memorial Day, 2013In a slideshow honoring advisors and their partnersand one famous non-advisor, PIMCOs Grosswho served in the armed forces, we present 18 veterans deserving of praise.
May 23, 2013
How to Talk Risk Without Scaring Your ClientsWere persuaders, its what we do," Scott West of Invesco PowerShares said, "and persuasion is nothing more than the transfer of confidence. He gave three steps to prevent clients from fleeing.
May 23, 2013
Hybrid RIA, LPL Affiliate Adds Two PracticesU.S. Wealth Management hopes to reach $1 billion in client assets over the next 12 months, up from $600 million today.
May 22, 2013
Is Your Broker-Dealer a Screaming Eagle or a Box Wine?Whether youre a high-end wine or a high-end broker-dealer with a cult following, its all about the experience.
May 22, 2013
The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?In the final post in a series, an exploration of what may be behind the CFP Boards proposal to offer continuing education. Is it looking to compete with other planning associations?
May 21, 2013
What It Means to Be an AdvisorAn outspoken group of top advisors convened at the Curian Conference in Chicago to sound off on everything from the political climate to women as a niche market to retirement income and behavior, and more.