Practice Management Gurus’ Advice for Tough Times: Target Your Ideal Client
Practice Management Gurus’ Advice for Tough Times: Target Your Ideal Client
Nov 29, 2011
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Report: Slow Change in Retirement Income Market
Nov 28, 2011
A huge demand among mass affluent investors for retirement income products is building, but industry response to the trend is still in its infancy, the author of a new Aite Group report on the subject says. Greg Cherry, a senior analyst at Aite’s...
Estate-Planning Professionals: Concerned Yet Optimistic
Nov 28, 2011
WealthCounsel and Trusts & Estates unveiled the preliminary results of their annual electronic survey to identify trends in the industry and to probe the mindset of professional advisors regarding the impact of the economy on their clients...
Q&A: Ron Carson Scraps Idea to Launch Broker/Dealer
Q&A: Ron Carson Scraps Idea to Launch Broker/Dealer
Nov 25, 2011
In May, Ron Carson, long the No. 1 on Registered Rep.'s Top 100 IBD advisor list, announced plans to leave LPL Financial (Nasdaq: LPLA) to become an independent registered investment advisor and start his own broker/dealer. The firm made the RIA...
Nagging ‘NextGen’ Problem: Protecting the Inheritance
Nagging ‘NextGen’ Problem: Protecting the Inheritance
Nov 22, 2011
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Non-Traded REITs Raising Red Flags in the Industry
Non-Traded REITs Raising Red Flags in the Industry
Nov 22, 2011
Amid the recent market fluctuations, non-traded real estate investment trusts have been popular among investors searching for yield and asset classes with low correlations to equities. In fact, non-traded REITs have raised about $10 billion in new...
Negotiating through the Maze of College Costs
Negotiating through the Maze of College Costs
Nov 21, 2011
How Much Should College Students Borrow? Roughly two-thirds of college students borrow money for college. The average college graduate leaves school with about $25,000 worth of debt. Is $25,000 a reasonable amount of student loans? It really de...
The Ten Clients from Hell (And How to Cope)
Nov 17, 2011
I am very fortunate as a financial advisor to have an amazing group of clients I work with each day. I consider it an honor to have been given this responsibility by the households I am responsible for; helping people invest for the future is my...
Managed Account Offering Takes Aim at Costs
Nov 17, 2011
In the managed account market, what difference can fees make? This week Wealthcare Capital Management, an RIA and provider of wealth management advisory services in Richmond, Va., announced its new Unified Managed Household program will charge...
Passion: It's the Little Things in Your Practice
Nov 16, 2011
Chicago—“I just finished listening to a panel of our top producers talk about their service models, and it sounds wonderful. But then I find myself wondering, ‘Is this realistic?’ ” mused John. “I’m not even sure these advisors really do...
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