Under-50s Seen as Lucrative Opportunity for Wealth Managers
Under-50s Seen as Lucrative Opportunity for Wealth Managers
Apr 13, 2011
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Ponder the Ways of the Rainmaker
Ponder the Ways of the Rainmaker
Apr 01, 2011
Because so much of our coaching involves helping advisors acquire more affluent clients, we're constantly asked the question, What does it take to become a rainmaker? In an effort to learn more, we conducted a focus group with elite rainmakers (an...
Wealth Managers Refine Niche Marketing Techniques
Mar 29, 2011
A new study on the growing economic power and financial needs of the Indian-American market, “No Longer Newcomers,” underscores the growing reliance on segmentation as a cornerstone of new business development by wealth managers.
United Capital Buys $170M Advisor Practice Near Philly
Mar 24, 2011
Just two months after it announced the acquisition of three RIAs with $2.2 billion in combined assets, United Capital said today it has bought another practice, Vantage Point Advisors.
Traditional Media Key To Wealth Management Marketing
Mar 22, 2011
Social media may be all the rage, but traditional media plays a more important role in wealth managers’ marketing plans for high net worth clients
MetLife, Other Insurers, Renew Focus On Women
Mar 11, 2011
MetLife has launched a new educational campaign for advisors who want to target affluent women, due to renewed interest in this market, the insurer said. AXA Equitable and John Hancock Funds have also recently added resources for financial...
Divide And Conquer? Morgan Stanley May Drop “Smith Barney” From Name
Mar 07, 2011
Morgan Stanley is considering new names for Morgan Stanley Smith Barney, the 18,000-advisor retail brokerage joint venture it created in a deal with then-Smith Barney owner Citigroup, back in 2009.
Unnatural Selection: Bankers and Brokers
Unnatural Selection: Bankers and Brokers
Mar 03, 2011
Broker disdain for banking culture runs deep. But banks see brokerages as another — important — bank product distribution outlet. Can this marriage work? Should it?
Social Media Catching Up To Face-to-Face Prospecting
Mar 02, 2011
The personal touch is still the most effective way for wealth managers to grow their business, but the use of social media is gaining fast, according to a new study by Advisors Trusted Advisor, a Medfield, Mass.-based practice management...
Thinking Big: RIAs Go National
Thinking Big: RIAs Go National
Mar 01, 2011
Boutique one-office shops still dominate the RIA industry. But a number of RIA firms are now expanding aggressively with an eye to creating a national footprint.
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