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Total: 46 results found.

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1. Charging Too Much?
(Matching tags: fees,profitability)
How do you set your fees? How do you know if you're charging too much or too little? I've always tried to price my services on the high side of average. I base this strategy on various snippets of wisdom ...
Tuesday, December 01, 2015
2. Andrew Putterman, “Mr. Inside” In Colossal Wealth Management Firms, Comes Forward At An A4A Webinar With An Operational And Strategic Business Proposition To RIAs
(Matching tags: client service,productizing,leadership,profitability,practice management,productivity,advisor industry people)
Andrew (Andy) Putterman was Mr. Inside in two colossally successful wealth management businesses. He and his longtime partner, Steven Lockshin, a master at building relationships, created a wealth management ...
Tuesday, July 29, 2014
Prices of non-traded real estate investment trusts (REITs) held steady during 2012, seeing estimated values either drop or increase only slightly over the course of the year.
Thursday, December 27, 2012
A white paper released last week by SEI shows that most advisors do not realize the efficiencies and added revenues that integrating their technology systems can create.   The paper shows that ...
Wednesday, December 05, 2012
Currency trading is one of the lucrative areas that used to generate profits for banks but those profits have now been eroded by electronic trading and a plethora of new platforms.
Wednesday, November 28, 2012
News flash. Congress and the White House may actually be able to compromise on a deal to avoid the fiscal cliff. They may even be able to agree on the $4 trillion-debt-reduction-over-the-next-decade ...
Wednesday, November 21, 2012
The refinery business has always been prone to accidents, expensive to run, and low-margin.   But shale oil drilling may be changing the business’s previously murky characteristics.
Thursday, October 25, 2012
Apple is now the largest US company ever. Its stock market value was greater in nominal terms, although not in inflation-adjusted terms, than Microsoft was at its highest value of $616.34 billion in ...
Tuesday, August 21, 2012
9. Do You Charge For Financial Plans?
(Matching tags: client acquisition,Advisor businesses,client feedback,differentiation,prospects,value proposition,financial planning,marketing,compensation,profitability)
As strange as it seems, there are some financial advisors who don’t charge for financial plans – even for brand new clients!  If you’re one of those advisors, you are selling yourself ...
Sunday, August 19, 2012
10. Growth In RIA Industry Outpaces Wirehouse Growth As Advisor Population Shrinks And Consolidates
(Matching tags: banks,registered investment advisors,profitability)
Registered investment advisors as a segment of the advisory population are growing. Their numbers increased by 3% in 2011 to 28,714. Independent RIAs keep more of what they make. Meanwhile, the total number ...
Tuesday, August 14, 2012
11. JP Morgan Chase Loses $2 Billion Through Derivatives Trading
(Matching tags: banks,derivatives,profitability)
Losses at JP Morgan Chase over the past six weeks underscore the reality that no one is exempt from making errors in judgment. The bank incurred $2 billion worth of losses while implementing trading strategies ...
Friday, May 11, 2012
12. The Future Of Financial Planning Hinges On Succession Planning For Advisors And Serving Younger Generations Of Investors
(Matching tags: Advisor businesses,differentiation,profitability,prospecting)
If you cringed at the low marks a recent survey gave the financial services industry, there’s no reason to sit still and accept them. The good news is that our industry consistently forces us to ...
Thursday, April 26, 2012
13. Is The Certified Financial Planner Designation Out Of Synch With Today's Financial Advice Consumer?
(Matching tags: profession,investment advisors,financial planning,CFP Board,profitability)
“The revolution that began in December 1969,” according to the opening page of "The History of Financial Planning: The Transformation of Financial Services" (John Wiley and Sons, ...
Monday, March 12, 2012
14. Wealthfront Launches Free Tool To Simulate Stock Sale Strategies For Tech Executives
(Matching tags: advisor technology,competitors,Financial Planning Apps,online financial advice,profitability)
  Wealthfront, a startup intent on replacing financial advisors with its wealth management software, just released a tool that enables employees receiving stock as compensation simulate different ...
Monday, February 06, 2012
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 ...
Tuesday, January 17, 2012
16. What Do You Want To Be In 2012? A Business Or A Practice? How To Create A Successful And Enduring Investment Advisory Business
(Matching tags: valuation,strategic planning,RIAs,managing,profitability,CRM,business planning)
You can’t build an investment advisory business unless you define your firm’s processes and embed them in CRM software shared by a team. So the first thing you need to do right now is to decide ...
Friday, January 06, 2012
17. Is Norton's New Ultimate Help Desk A Deal For Small Businesses? I Say It Is
(Matching tags: disaster recovery,advisor technology,profitability,practice management,productivity,business owners)
Virus infections, network connections, PC tuneups, connecting a printer or a scanner, and general consultative help are available for up to five computers for $1,200 a year from Symantec, and on up to ...
Wednesday, August 31, 2011
18. U.S. Companies Face Challenges In Maintaining Profit Growth During Second Half
(Matching tags: profitability,U.S. economy,U.S. debt)
Analysts foresee a drop in corporate profits in the second half of the year after a robust first half.
Monday, August 29, 2011
19. Real Growth Means Building Your Capacity, Not Just Your Book
(Matching tags: recruiting,profitability)
Cannibalizing mature competitors doesn’t generate wealth -- it just consolidates the accounts that are already out there.
Friday, August 26, 2011
20. Commonwealth Launches Model-Driven Portfolio Management System
(Matching tags: asset management,profitability)
Commonwealth Financial Network has rolled out a new portfolio management platform that lets advisors overlay existing model strategies on their clients' assets, then adjust all accounts at once.
Wednesday, August 17, 2011
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