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Financial Advisor August 2005 David J. Drucker	The Case Against Benchmarking Do benchmarks in portfolio reports convey the wrong message?
Financial Planning November 1, 2006 Howard Sontag	How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road.
Financial Advisor June 2004 Sydney LeBlanc	SMAs and Due Diligence: Streamlining The Process Software tools and common sense can help advisors enter the separately managed accounts (SMA) business.
Financial Advisor April 2006 Grove & Prince	More Secrets Of The Elite 1200 In this third part in a series examining the characteristics of financial advisors who earned a minimum of $1 million per year in each of the past three years, these advisors show how using a basic process helps to capture additional assets from clients.
Financial Planning June 1, 2008 Savage & Lowenstein	Semicustom Solutions Managing client accounts based on model portfolios and harnessing technology to implement investment strategy efficiently and consistently at the client portfolio level.
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
Financial Advisor January 2007 Grove & Prince	Identifying Wealth Protection Opportunities Here is a review of a blind case study focusing principally on the two elements of wealth protection -- asset protection and family security.
Investment Advisor September 2009 Neal Ringquist	Soapbox: Forget the Benchmarks If you'd rather talk to clients than pick investments, then it's time to start looking into goal-based investing.
Financial Advisor November 2005 Tracey Longo	All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance.
Bank Technology News September 2002 Elizabeth Logue	Wealth management: Advisors Finally Waking Up to the Internet's Useful Influence Bucking the market once again, Charles Schwab is doing the unthinkable: encouraging financial advisors to use the Internet to service affluent customers.
Registered Rep. February 1, 2006 Russ Alan Prince	Rep's Honor Here is how wealth management readily translates into additional assets under management for financial advisers and what they can do reach this target market.
Investment Advisor February 2009	A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.
Financial Advisor October 2005 Joel Bruckenstein	No-Cost Retirement Planning Software A look at software: Oppenheimer-Funds Retirement Income Manager... An update on Skill Weighted Portfolio...
Financial Advisor December 2010 Joel P. Bruckenstein	X Marks The Spot Tamarac's Advisor X packs promise.
Financial Advisor September 2004 Joel P. Bruckenstein	Portfolio Management Software: What is Next Fidelity and Integrated Decision Systems (IDS) expect to begin offering a comprehensive, highly sophisticated institutional portfolio management, reporting and order generation system platform for advisors before the end of this year.
Financial Advisor September 2004 Dorothy Hinchcliff	Here Come The Big Boys Fidelity and Pershing are competing for advisors' trust business.
Financial Advisor May 2006 David L. Lawrence	Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Investment Advisor December 2007 Johnathan Satovsky	Building Your Own Holy Grail The ability to analyze at a glance the metrics of multiple, aggregated portfolios plainly benefits both advisor and client both in the short and the longer term.
Financial Advisor December 2004 Sydney LeBlanc	The Gift of Rebalancing Advisors are once again in the throes of year-end activities regarding their clients' accounts. And while this may be when to rebalance portfolios, how to do it is debatable.
Financial Advisor March 2006 Joel Bruckenstein	A Different Kind Of Custodian Trust Company of America (TCA) wants be your custodian. Why would an advisory firm seek out TCA, as opposed to one of the more established players? There are a number of reasons, including the TCA pricing model, proprietary tools and unique capabilities.
Financial Advisor December 2003 Sydney LeBlanc	Unified We Stand The latest sensation in managed accounts offers streamlined service.
Financial Advisor November 2004 Grove & Prince	Family Offices: Assets And Motivations Because a growing number of families want to get into or open a family office, there's never been a greater need to understand the way that family offices function, what they want and how they get it. A survey spotlights some surprising preferences and motivations.
Financial Advisor October 2005 Sydney LeBlanc	The Billion-Dollar Equation Skill, service, plus separate accounts are key for advisors managing a billion dollars.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
Financial Advisor July 2004 Joel P. Bruckenstein	A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction.
Financial Advisor July 2004 Tracey Longo	Clearing Firms Come Courting With clearing industry players so clearly targeting advisors, competition for advisor business is likely to get even more interesting very soon.
Financial Advisor September 2007 David Lawrence	Efficient Rebalancing Whether you embrace traditional strategic allocation techniques or actively trading in and out of asset classes within an allocation, there is still a lot of work to do in managing portfolios and optimizing returns for clients within their risk constraints.
Financial Advisor March 2008 David Lawrence	A Higher Standard It is incumbent on all financial advisors to acknowledge their potential role as a fiduciary and act accordingly where and when applicable. So, that leads to a question of just what a fiduciary does during a typical day.
Financial Advisor June 2009 Sherri Scordo	Advisor Emporium Genworth Financial Wealth Management is enhancing its investment management platform to help advisors through the current challenging market
Financial Planning November 1, 2009 Donald Jay Korn	Loaded for Bear A year after the worldwide nosedive, though, things look brighter for managed accounts.
Financial Advisor October 2004 Tracey Longo	Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying.
Financial Advisor November 2005 Joel Bruckenstein	Behind The Scenes At Intuit's PortfolioMinder This new portfolio management and reporting platform is capable yet inexpensive.
Financial Advisor March 2005 Katz & Evensky	Investment Performance Vs. Wealth Management A survey of high-net-worth clients and their advisors reveals a marked difference in perception between the two groups, particularly regarding value, advice and performance.
Financial Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
Financial Advisor January 2006 Grove & Prince	Key Mistakes Of New Wealth Managers Wealth management is a serious decision for advisors that can be disruptive to their business and difficult to implement. Future generations of advisors can benefit by using these findings to build skills, reorient focus and settle in to the role of wealth manager.
Financial Planning November 1, 2005 Al Zdenek	Stalking the Right SMA Manager For financial advisers, conducting due diligence on managed account managers, the process is more akin to researching hedge funds than mutual funds.
Wall Street & Technology January 5, 2004 Jim Middlemiss	Bringing Risk Into the Mix Legg Mason is among a handful of firms revamping their wealth-management platforms to include risk management.
On Wall Street June 1, 2011	The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more.
Investment Advisor June 2006 Ken Ziesenheim	Expert's Corner: Playing Offense with an IPS A written Investment Policy Statement (IPS) can help build your financial advisory practice in surprising ways.
Financial Advisor August 2004	Fidelity Offering New Portfolio Management System An institutional-level portfolio management and order generation system... A Web-based client communications product... A new deferred income annuity... etc.
Financial Advisor December 2005 Sydney LeBlanc	SMAs Make Taxes, Well ... Not So Taxing Here are some strategies for financial advisors to help keep clients' dollars out of harm's way at tax time.
Investment Advisor October 2007 Neal Ringquist	Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth.
Financial Planning June 1, 2010 Donald B. Trone	Step Three: Formalize When upholding a fiduciary standard, ensuring your investment strategy is prudently planned and well-documented is vital.
Registered Rep. September 24, 2015	The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services.
Financial Advisor July 2004 Tracey Longo	Can Prudent Practices Save Your Business? A new booklet outlines the steps fiduciaries should follow. Ignore the book at your own peril: It's already been used decisively in two lawsuits against advisors.
Financial Advisor October 2011 Joel P. Bruckenstein	Quiet Revolution StatPro's product tracks the performance of your portfolio models and provides research and analytics for them.
Registered Rep. December 6, 2011 Charles Paikert	Banner Year for Account Aggregation, but Pricing Questions Remain Driven by client demand, technology advances and increasing advisor interest, 2011 has been a banner year for account aggregation, but wealth managers are divided on how to price the service.
Financial Advisor April 2006 Joel Bruckenstein	A Gem For Advisors Black Diamond's highly customizable, Web-based performance reporting solution dazzles financial planners at a recent industry conference.
Financial Planning September 1, 2012 Joel Bruckenstein	Fiserv Has Software to Help the Independent Advisor New software from Fiserv enables an independent advisor to create a detailed case to persuade a wary client.