In this section we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.
After the volatility of 2011, forecasting has become a dicey business. A panel of experts at Prudential’s 2012 Global Economic and Retirement Outlook briefing today in Manhattan offered some tentative reasons to believe that better days are ahead...
San Francisco—“We’ve been talking about making changes in how we manage our practice, but we never seem to execute,” said Jim, the leader of a very successful wealth management team. He then laid out a challenge to his team: “We need to make three...
LPL Financial (Nasdaq: LPLA) has announced plans to acquire Rockville, Md.-based wealth management platform provider Fortigent, a move which executives and industry consultants say shows LPL’s commitment to the RIA space. Fortigent provides...
One of an investor's biggest bugaboos is inflation. Like a termite infestation, virulent inflation can eat at the integrity of a portfolio, turning it into a porous structure that leaks capital.
When most investors think of inflation, it's usual...
As clients stop accumulating wealth, move into retirement and start withdrawing their assets for income, you'd think this would have a negative impact on their advisors' revenues. But overall, advisors expect a net increase in revenues as clients...
Lenders hope to convince financial planners that reverse loans can be a safe, flexible financial tool for seniors. Many planners are skeptical of reverse loans due to their high fees; the industry also has been dogged lately by headlines about li...
