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Financial Advisor Confidence in Markets Wanes

Penton’s WealthManagement.com Advisor Confidence Index (ACI), a benchmark of financial advisors’ views on the U.S. economy and the stock market, marked the slowest rate of growth since the end of last year on lowered optimism over the future of the U.S. economy and the stock market.

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  • Jun. 6, 2013
    Product

    Advisor Trend Monitor: Advisor Perception of Wholesaler Value  

    Continuing its series of online surveys, WealthManagement.com just completed its 2013 Wholesalers Perception Survey. This survey targeted advisers, planners and other personnel at distribution firms for their views on the effectiveness of the wholesalers that call on them....More
  • Jun. 6, 2013
    Product

    Advisor Trend Monitor Survey: Advisor Views on Wholesalers  

    In 2013, WealthManagement.com has teamed up with FUSE Research Network on this important series of research studies designed to explore advisor views on important topics that are of specific interest to the asset management community. The second report takes a look at advisor views on wholesalers....More
  • Jun. 4, 2013
    Article

    Advisors More Optimistic in May

    After registering pessimism in April, Financial advisors were slightly more inclined to think positively about the economy and the markets in May, according to WealthManagement.com’s Advisor Confidence Index....More
  • May 8, 2013
    Education

    Coaching and Selling Skills  

    Download the latest report in WealthManagement.com's Though Leadership Research Series, "Coaching and Selling Skills"....More
  • May 1, 2013
    Article

    Advisor Confidence Plunges

    WealthManagement.com’s Advisor Confidence Index points to a pull back in equity markets and an economic recovery that remains fragile....More
  • Apr. 1, 2013
    News

    Financial Advisor Confidence in Markets Wanes

    Penton’s WealthManagement.com Advisor Confidence Index (ACI), a benchmark of financial advisors’ views on the U.S. economy and the stock market, marked the slowest rate of growth since the end of last year on lowered optimism over the future of the U.S. economy and the stock market....More
  • Mar. 14, 2013
    Article
    REP.

    Keeping Brokers Happy

    Cerulli research reveals the B/D products brokers really value, and those they don’t....More
  • ACI February 2013
    Feb. 28, 2013
    Article

    Financial Advisor Confidence Index Spikes in February

    Penton’s WealthManagement.com Advisor Confidence Index (ACI), a benchmark of financial advisors’ views on the U.S. economy and the stock market, rose by 8.4% in February 2013 to end at 109.7, the highest level it has been since April 2012....More
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Ed Jones to Wells Bank Channel (WBS)

I'm at EJ now in my 3rd year.  I'm in a difficult market for EJ and I'm a true scratch starter.  I'm above expectations, but getting tired of hunting money.  I'm considering going to work at Wells Fargo, who has a huge presence in my town.  The postion would be a bank advisor (WBS) and to me this sounds like a "piece of cake" after being at EJ.  Am I clueless or is the grass really greener?  If you're at WF or at another bank, please give me your thoughts. ...More

New Company set up

Hello, I am currently in the process of setting up my own FA firm. Actually it is a financial service firm including bookkeeping and budgeting services with financial planning as well. My business model is to be a flat fee to review portfolios, make suggestions & assist client with paperwork etc . I do not want to actually manage the investments which I feel allows me to recommend low expense products such as index funds etc.. My clientele will be the small accounts that every other FA would not want....More
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Jun. 18, 2013
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Not So Fast: Congressional Letter Could Put a Kink in DOL’s Proposal

Thirty-two members of Congress from minority caucuses have sent a letter to the Department of Labor, arguing that the agency's fiduciary proposal could disadvantage their constituents and limit minority access to financial advisors....More
Jun. 18, 2013
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Death of the Small Broker-Dealer

Over the past decade, a tremendous amount of pressure has been laid on the shoulders of the small broker-dealers of the securities industry. Like the iconic Willy Loman in Arthur Miller’s Death of a Salesman, these small and/or independent brokerages are allotted a significantly shorter leash than they have been in years past......More

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