Total: 22 results found.
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Economist Fritz Meyer Offers Prudent Investment And Economic Ideas For 2013
(Matching tags: investment management,investment strategies,Wealth Management,market timing,asset management,marketing,asset allocation)
Only about 40 advisors were in the room Tuesday when economist Fritz Meyer gave a one-hour presentation about the 2013 investment outlook. Meyer was brilliant. More than half the advisors ...
Friday, January 18, 2013
2012 Household Financial Planning Survey Highlights Differing Interests Of CFP Board Versus CFPs, Documents America’s Financial Pain, And Shows No Increase In Financial Planning By Americans Since 1997 — But Planning Works
(Matching tags: Advisor businesses,profession,Wealth Management,financial planning,CFP Board)
The 2012 Household Financial Planning Survey paints a grim picture of the American household’s financial condition and deals a dose of bad news for financial advisors. Sponsored by the Certified ...
Friday, July 27, 2012
Ken Solow's Presentation On Friday Marks A Pivotal Turn For Investment Advice: Active Management Now Respected By Many Mainstream Private Wealth Advisors
(Matching tags: investment strategies,Wealth Management,RIAs,active management,asset management,asset allocation)
... the private
advice business. There was a time not so long ago when active
was publicly frowned upon. Professing anything but strategic asset allocation was heresy, considered ...
Monday, May 28, 2012
Clients With Adult Children Returning Home Are Issuing A Cry For Help That You Can Answer
(Matching tags: investment strategies,Advisor businesses,Wealth Management)
... where Boomer children are caring for elderly parents at the same time, the younger generation’s return home may increase the financial burden of many investors. It also makes this a
Friday, May 25, 2012
Forget Everything You've Learned About MPT; New Academic Study Shows There Is A Free Lunch In Stock Investing
(Matching tags: global investing,investment strategies,index funds,value investing,risk,Wealth Management,investing,asset management,portfolio construction,financial planning)
Economist Robert Haugen, after researching risk and return at every stock market in the world from 1990 to 2011, is saying that the average return of the least volatile stocks outperformed the most volatile ...
Friday, April 20, 2012
"Non-Financial Fiduciary Services" Are No Longer An Option And "Softer Side" Services Rightly Enter The Fiduciary Conversation
(Matching tags: fiduciaries,investment strategies,Wealth Management,Wells Fargo)
The movement to include experienced
consultants and financial psychologists as part of a client’s regular advisory team just took a mammoth step forward. A recent white paper ...
Thursday, April 12, 2012
Millionaires Are Taking Money Out Of Their Investments Despite Brighter Economic Outlook
(Matching tags: investing,investor behavior,Wealth Management)
There were 200,000 more millionaires created last year and millionaires overall are taking money out of their investments. A multi-year high of 12% of millionaires are planning to withdrawing funds ...
Friday, March 30, 2012
I've Seen The Future Of Professional Wealth Management Software And Its Name Is inStream Solutions
(Matching tags: online financial advice,value proposition,Wealth Management,financial planning,practice management,Financial Planning Apps,advisor industry people)
software and its name is inStream Solutions. If Advisors4Advisors gave an award to the most innovative advisor application of the year, inStream would get it. In fact, inStream ...
Wednesday, March 28, 2012
Psychologist Who Developed A Model For A Healthy Relationship With Money Says American Psychological Association Ignores Mental Health Problems Caused By Money; Petitions APA To Create Division Of Financial Psychology
(Matching tags: women investors,profession,Wealth Management,client loyalty,client satisfaction,life planning,family offices,client communications,investor behavior)
Dr. Mary Gresham, an Atlanta psychologist who has developed a model for structuring a healthy relationship with money for individuals, says the American Psychological Association (APA) has ignored the ...
Friday, March 16, 2012
There's A Reason The Market Climbs A Wall Of Worry
(Matching tags: business cycles,US investing,Wealth Management)
Whether you’re a proponent of technical analysis of the capital markets, a subscriber to behavioral finance, or have any background in psychology, the reluctance of investors to get back into the ...
Monday, March 12, 2012
Tax Help For Women Aids Financial Health And Success
(Matching tags: Taxes,women investors,Wealth Management)
Thursday was International Women’s Day. It is a great reminder that women investors may have different concerns. Women may need education on what they need to know. For example, it’s a good ...
Friday, March 09, 2012
For Advisors, Business Success Requires Recognizing An Opportunity, Seizing The Moment, And Taking A Risk; An Introduction Of Lisa Gray To A4A Readers
(Matching tags: leadership,Wealth Management,RIAs,managing,family offices,practice management,business owners,advisor industry people)
At dinner last night here at the FPA Business Solutions in San Francisco, an advisor who manages a successful practice told a story about how he came to buy his practice from its former owner. It’s ...
Monday, March 05, 2012
Financial Advisor Designation Proliferation Is A Disaster For Consumers And Retirement Management Analyst Designation, A New Designation Sponsored By Product Manufacturers, Illustrates The Threat To Professionals
(Matching tags: retirement planning,prospects,Wealth Management,financial planning,marketing,retirement income)
Analyst (RMA) Designation Expands Into Level 1 Curriculum and Level 2 Curriculum,” says the headline of a press release issued this morning by the Retirement Income Industry ...
Monday, February 13, 2012
Advisor Products Partners With Keebler & Associates To Provide Estate And Income Tax Content Advisors Can Repurpose For Blogs, Social Media, And Webinars
(Matching tags: tax efficient investing,estate planning,Wealth Management,tax planning,financial planning,high net worth,client communications,prospecting,fiduciaries,advisor industry people)
Bob Keebler’s explanation and analysis of income and estate tax law and IRA rules is now available to advisors in a monthly slide presentation series for $300 annually.
Thursday, February 09, 2012
Do Negative Online Comments About Investment Advisors Signal A Shakeout Is On The Way?
(Matching tags: client feedback,online financial advice,competitors,Wealth Management,RIAs,client satisfaction,profitability)
Evidence is mounting slowly that a shakeout could be on the way for financial advisors. Ron Lieber, who covers personal finance for The New York Times, last week wrote about how ...
Tuesday, January 17, 2012
Competitive Intelligence: New Consumer Financial App Offers "The Complete Financial Plan" For $349
(Matching tags: online financial advice,competitors,Wealth Management)
... 10 years, but the cycle is under way. LearnVest is part of a growing wave of disruptive innovation unfolding across the financial advice business. Another example comes from
Tuesday, January 03, 2012
Wealthfront, A Potentially Disruptive Online Wealth Management Solution, Is Funded By Silicon Valley Bigshots And Competes Against Advisors
(Matching tags: Financial Planning Apps,online financial advice,competitors,Wealth Management)
front is the latest in a series of incarnations of a
platform funded by major Silicon Valley investors including Netscape founder Marc Andreessen and Jeff Jordan, former president ...
Friday, December 02, 2011
More Details On The Implosion Of The Phoenix Office Of GenSpring, The Nation’s Largest Private Wealth RIA
(Matching tags: family offices,M&A,RIAs,Wealth Management)
The Phoenix office of GenSpring, the nation’s largest private
RIA, has been decimated by defections of staff as well as professionals. We reported two days ago that seven of the nine directors ...
Wednesday, November 23, 2011
Working With Business Owners? - Get Exit Planning Training
(Matching tags: Wealth Management,exit planning,financial planning)
... leave his or her business. A clear understanding of the exit planning process is required to serve this market segment. My belief is that those in the
business should participate ...
Tuesday, October 25, 2011
Tax-Efficient Investing: It's The After-Tax Return That Counts
(Matching tags: tax efficient investing,Wealth Management,asset management)
... can make a dramatic difference in
accumulation over time. Tax-efficient investing should be a top priority for financial advisors and their clients. ...
Tuesday, October 04, 2011
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