If you are hungry for success, you are always asking yourself the question: What are the top advisors doing? With the market in disarray, and affluent investor confidence in the financial services industry dashed, this question has become even...
With asset-based fees providing less revenue, advisors are embracing a wider variety of pricing models these days. According to a Schwab presentation from this year's Impact conference called Pricing Practices in Evolving Ultra-Wealth Marketplace...
The economic crisis has damaged revenues, business plans and most importantly, the trust of wealth management clients. According to an extensive survey conducted by PriceWaterhouseCoopers and released at the end of July, advisors who succeed in...
Over the last 10 years, if you had simply preserved your wealth, that would be considered achievement. But are these last 10 years unusual? A longer term perspective shows that actual real returns earned by investors, on average, have been pretty...
It's amazing how empirical data can provide you with a blinding glimpse of the obvious. Our most recent study tells us that today's affluent consider it extremely important that their primary financial advisors provide unbiased financial advice...
After last year's market slump, clients need more attention than ever, but not all clients are worth it. Today, many advisors are reevaluating their books of business and letting go of “C” clients for the first time.
