1. 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 ...

2. 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 ...

3. 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 wealth advice business. There was a time not so long ago when active management was publicly frowned upon.   Professing anything but strategic asset allocation was heresy, considered ...

4. 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 wealth management ...

5. 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 ...

6. "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 wealth consultants and financial psychologists as part of a client’s regular advisory team just took a mammoth step forward.   A recent white paper ...

7. 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 ...

8. 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)

... wealth management 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 ...

9. 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 ...

10. 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 ...

11. 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 ...

12. 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 ...

13. 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)

“Retirement Management 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 ...

14. 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.

15. 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 ...

16. 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 Wealthfront.   ...

17. 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)

Wealthfront is the latest in a series of incarnations of a wealth management platform funded by major Silicon Valley investors including Netscape founder Marc Andreessen and Jeff Jordan, former president ...

18. 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 wealth RIA, has been decimated by defections of staff as well as professionals. We reported two days ago that seven of the nine directors ...

19. 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 wealth management business should participate ...

20. 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 wealth accumulation over time. Tax-efficient investing should be a top priority for financial advisors and their clients.  ...