Research

Coaching and Selling Skills

Wed, 08 May 2013 14:42:00 +0000

Download the latest report in WealthManagement.com's Though Leadership Research Series, "Coaching and Selling Skills".

Gallery: Pursuing the Elusive HNW Client

Wed, 08 May 2013 13:00:00 +0000

Attracting and retaining high-net-worth clients is an aspiration for most, but it can be tricky. A report from PriceMetix released Wednesday puts some numbers behind the firms that are successful at landing top tier clients.

Advisor Confidence Plunges

Wed, 01 May 2013 13:17:00 +0000

WealthManagement.com’s Advisor Confidence Index reveals advisors believe the market is due for a near-term pullback amid an economic recovery that remains fragile.

WealthManagement.com’s Advisor Confidence Index points to a pull back in equity markets and an economic recovery that remains fragile.

Financial Advisor Confidence in Markets Wanes

Mon, 01 Apr 2013 19:57:00 +0000

Optimism on future of the economy moderated in March

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.

Keeping Brokers Happy

Thu, 14 Mar 2013 20:07:00 +0000

Cerulli research reveals the B/D products brokers really value, and those they don’t.

Gallery: Advisor Use of ETFs: Lessons From the Trenches

Thu, 28 Feb 2013 18:58:00 +0000

WealthManagement.com staff

Results of WealthManagement.com's recent study on advisors' experience with ETFs.

Financial Advisor Confidence Index Spikes in February

Thu, 28 Feb 2013 16:16:00 +0000

Optimism on future of the economy rises dramatically

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.

Advisor Use of ETPs - Lessons From the Trenches

Thu, 14 Feb 2013 15:16:00 +0000

In 2013, WealthManagement.com is conducting pioneering research designed to educate wealth advisors on some of todayʼs leading industry topics. Each monthly study surveys the views of 500+ advisors, and provides valuable insights into timely subjects that are of critical interest to financial professionals.

Advisor Use of Alternative Investments

Thu, 31 Jan 2013 18:01:00 +0000

The first report in the Advisor Trend Monitor Series is "Advisor Use of Alternative Investments", which takes a look at advisor insights on issues criticial to asset managers.

Rep as Portfolio Manager

Thu, 31 Jan 2013 17:02:00 +0000

WealthManagement.com recently conducted an online survey of 333 advisors across various distribution channels for firsthand insights on trends in usage of Rep as Portfolio Manager platforms. The findings of this survey are presented in this report.