Viewpoints http://wealthmanagement.com/taxonomy/term/42022/more en What Should Financial Advisors Do To Better Protect Elderly Investors? http://wealthmanagement.com/viewpoints/what-should-financial-advisors-do-better-protect-elderly-investors <div class="field-byline"> Jenice L. Malecki </div> <div class="field-deck"> Brokers and advisors should be properly trained and educated by firms to identify and deal with diminished capacity and elder fraud </div> <div class="node-body article-body">VIEWPOINTS: Jenice L. Malecki, Securities Fraud Attorney and founder of Malecki Law; Brokers and advisors should be properly trained and educated by firms to identify and deal with diminished capacity and elder fraud.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/what-should-financial-advisors-do-better-protect-elderly-investors" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/what-should-financial-advisors-do-better-protect-elderly-investors#comments Client Relations Viewpoints Practice Management Mon, 01 Feb 2016 17:51:00 +0000 1095501 at http://wealthmanagement.com Sean Gallup/Getty Images An Advisor’s Guide to Transitioning TAMP Providers http://wealthmanagement.com/viewpoints/advisor-s-guide-transitioning-tamp-providers <div class="field-byline"> John Anderson </div> <div class="node-body article-body">VIEWPOINTS: John Anderson, Head of Practice Management Solutions, SEI Advisor Network; August was supposed to be a slower month, and now there will be a lot of due diligence, client conversations, and paperwork.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/advisor-s-guide-transitioning-tamp-providers" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/advisor-s-guide-transitioning-tamp-providers#comments Business Planning Viewpoints Practice Management Fri, 14 Aug 2015 14:32:00 +0000 967721 at http://wealthmanagement.com shutter_m/iStock/Thinkstock Serve the Net Spenders but Don’t Forget About the Net Savers http://wealthmanagement.com/viewpoints/serve-net-spenders-don-t-forget-about-net-savers <div class="field-byline"> Kevin Hoffberg </div> <div class="node-body article-body">VIEWPOINTS: Kevin Hoffberg, Managing Director of Marketing for Private Client Services, Russell Investments; How much energy should you put into winning over the children and beneficiaries of your current clients? That depends on your own time horizon because it certainly represents an investment.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/serve-net-spenders-don-t-forget-about-net-savers" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/serve-net-spenders-don-t-forget-about-net-savers#comments Client Relations Viewpoints Marketing Practice Management Thu, 14 Aug 2014 16:06:00 +0000 630381 at http://wealthmanagement.com petrdlouhy/iStock/Thinkstock <p>Kevin Hoffberg, Russell Investments</p> The RIA Hybrid: Who’s a Fit? Who’s Not? http://wealthmanagement.com/viewpoints/ria-hybrid-who-s-fit-who-s-not <div class="node-body article-body">VIEWPOINTS: Under the RIA hybrid model, a financial advisor is affiliated with a broker-dealer for their commissionable business and conducts fee-based business through an outside RIA. Maintaining a broker-dealer affiliation allows advisors to provide clients with commissionable products such as mutual funds, variable annuities, stocks and bonds.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/ria-hybrid-who-s-fit-who-s-not" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/ria-hybrid-who-s-fit-who-s-not#comments Advisor Center Viewpoints Viewpoints Careers Fri, 09 May 2014 13:00:00 +0000 554471 at http://wealthmanagement.com <p><span>Tom Daley, CEO and Founder, The Advisor Center</span></p> Making Sense of All These Firms http://wealthmanagement.com/viewpoints/making-sense-all-these-firms <div class="field-deck"> Are you at the right firm? Model? Type? </div> <div class="node-body article-body">VIEWPOINTS: Life is way too short to stay seated on the bench and not utilize your best skills. Make sure your firms model and type fits your skill set and needs.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/making-sense-all-these-firms" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/making-sense-all-these-firms#comments Rummage Group Viewpoints Viewpoints Mon, 28 Apr 2014 15:43:00 +0000 546791 at http://wealthmanagement.com <p>Rick Rummage, founder and CEO, The Rummage Group</p> The New Frontier of Estate Planning http://wealthmanagement.com/estate-planning/new-frontier-estate-planning <div class="field-deck"> Be prepared </div> <div class="node-body article-body">Here is what financial advisors need to know about the generation-skipping transfer tax.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/new-frontier-estate-planning" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/new-frontier-estate-planning#comments Viewpoints Estate Planning Public Mon, 21 Apr 2014 13:28:00 +0000 536171 at http://wealthmanagement.com Seven Things Every Advisor Should Do Before Going Indie http://wealthmanagement.com/viewpoints/seven-things-every-advisor-should-do-going-indie <div class="node-body gallery-body">If you’re an advisor who is ready to leave a wirehouse, you’ve no doubt been doing your homework about making the transition to the independent space. But here are seven things that you should do before leaving your wirehouse role.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/seven-things-every-advisor-should-do-going-indie" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/seven-things-every-advisor-should-do-going-indie#comments Commentary Viewpoints Careers Tue, 25 Mar 2014 13:00:00 +0000 518791 at http://wealthmanagement.com Why Do Investment Advisors Continue To Fight The Web? http://wealthmanagement.com/viewpoints/why-do-investment-advisors-continue-fight-web <div class="node-body article-body">VIEWPOINTS: Joe Stallings, Founder and President, OrangeAxis; Fifteen years ago, a good friend of mine and I found ourselves working for different, but equally prominent, investment firms. He vividly recalls his firm’s decision to pay $30,000 for a web design company to spend months creating what was essentially a classy online brochure.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/why-do-investment-advisors-continue-fight-web" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/why-do-investment-advisors-continue-fight-web#comments OrangeAxis Viewpoints Viewpoints Viewpoints Mon, 03 Mar 2014 15:24:00 +0000 506481 at http://wealthmanagement.com <p>Joe Stallings, Founder and President, OrangeAxis</p> “Now What?” is Not a Strategy: Evaluating Senior Housing Options Before a Crisis http://wealthmanagement.com/fix-my-practice/now-what-not-strategy-evaluating-senior-housing-options-crisis <div class="field-deck"> Sponsored by Legg Mason </div> <div class="node-body article-body">Given the wide range of senior housing options now available, it’s important to understand and prepare financially for the inevitable decision that each of your clients will have to make for themselves or a loved one: where should I live as I age? </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/fix-my-practice/now-what-not-strategy-evaluating-senior-housing-options-crisis" target="_blank">read more</a></p> http://wealthmanagement.com/fix-my-practice/now-what-not-strategy-evaluating-senior-housing-options-crisis#comments Legg Mason Fix My Practice Viewpoints Viewpoints Mon, 03 Mar 2014 12:00:00 +0000 494791 at http://wealthmanagement.com <p>Kathleen Pritchard, CRPC&reg;, CHFC&reg;, CLU&reg;, CFS&reg;<br /> Managing Director, Head of Advisor Business Development,<br /> Legg Mason Global Asset Management</p> Is it Time to Call for Back Up? Is it a Want or a Need? http://wealthmanagement.com/viewpoints/it-time-call-back-it-want-or-need <div class="node-body article-body">VIEWPOINTS: Tom Daley, CEO and Founder, The Advisor Center; Most advisors want more time in the day to spend with existing clients and prospecting for new. The fact is, many need more reliable support staff to grow their business to the next level.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/it-time-call-back-it-want-or-need" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/it-time-call-back-it-want-or-need#comments Advisor Center Viewpoints Viewpoints Mon, 03 Mar 2014 12:00:00 +0000 506521 at http://wealthmanagement.com <p>Tom Daley, CEO and Founder, The Advisor Center</p>