Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Registered Rep. September 30, 2009 David A. Geracioti	Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.
Financial Planning March 1, 2013 John J. Bowen, Jr.	For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management.
OCC Bulletin February 9, 2006	OCC Bulletin Subject: Community Reinvestment Act Description: Hurricanes Katrina and Rita The Office of the Comptroller of the Currency (OCC) encourages national banks to help meet the financial needs of their customers and their communities.
Registered Rep. October 30, 2015	The State of Independence: Intelligent Advisor The survey covers over 360 registered investment advisors.
IndustryWeek October 1, 2008 Jonathan Katz	Supply Chains at Risk: By the Numbers Companies mistakenly think their insurance can fully protect them from disaster.
Entrepreneur July 2008 Chris Penttila	Ready for Anything Make sure your business is fully prepared for when disaster strikes. In fact, having a disaster plan can actually help your business grow during good times.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
Registered Rep. August 25, 2010 Halah Touryalai	Better Economic Times Ahead? Your Clients Don't Think So. Advisors seem more optimistic about the economy than their own clients, according to a recent survey.
Financial Advisor February 2012	Social Media Losing Some Appeal With Financial Advisors Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses.
Financial Planning August 1, 2007 John J. Bowen	The Best in the Business Financial advisors can learn much from studying the business practices of their most successful peers.
Investment Advisor June 2010 John Sullivan	Grow and Learn A poll recently conducted by the SEI Advisor Network found that the top priority for advisors in 2010 is to "create new initiatives to increase sales and grow business."
Registered Rep. December 8, 2015	2015 Broker Report Card: Show Me The Money Advisors' gross production varied widely by firm in this year's survey results.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Registered Rep. April 29, 2015 Diana Britton	Advisor Views on The Economy We recently surveyed over 2,000 advisors across channels about their views on the economy and business as part of its 2015 AdvisorBenchmarking All-Channel Report. Here's what they had to say.
The Motley Fool December 18, 2006 Brian Lawler	Nice: No Hurricanes Thankfully, we experienced nice weather in 2006. After the unprecedented losses incurred in 2005, almost anything would have been better for insurers this year. Investors, take note.
OCC Bulletin October 14, 2005	Real Estate Appraisal Exemptions in Major Disaster Areas The exceptions are available for transactions that involve real property in major disaster areas when the exceptions would facilitate recovery from the disaster.
Financial Planning June 1, 2008 John J Bowen Jr	Help From My Friends Here are some of the most important issues to consider when working with a financial institution.
Registered Rep. October 30, 2015	The State of Independence: ETF Plays Advisors' knowledge of exchange traded funds is lacking.
Financial Planning April 1, 2013 John J. Bowen, Jr.	5 Success Tips From High-Performing Advisors A new study of high-earning advisors offers 5 clear success tips.
Financial Planning August 1, 2010 Donna Mitchell	Who's Planning? A study by Boston-based AiteGroup found that only 18% of independent advisors make financial planning the center of their practice.
Insurance & Technology September 1, 2008 Katherine Burger	Heeding the Lessons of Katrina, Insurance Companies -- and Other Institutions -- Improve Catastrophe Response The responses to Hurricanes Fay and Gustav shows that much has been learned in the three years since Hurricane Katrina. But are carriers as insightful about the symbolic implications of these storms?
Registered Rep. March 1, 2006 David A. Geracioti	To Increase Revenue Increase Time Spent With Clients Clients are happier when financial advisors pay close attention to them, and new research suggests that this can manifest itself in more business.
Registered Rep. February 25, 2010 Jerry Gleeson	Advisors' Profit Margins Suffer in 2010 Wealth managers will find profits more elusive in 2010, and most are reconsidering their game plans accordingly.
Registered Rep. March 2, 2015 Megan Leonhardt	Rep as Portfolio Manager Wirehouse and national firms are the most likely to offer advisor-directed platforms, followed by the bank and independent broker/dealer channels.
Investment Advisor April 2008 Lewis Schiff	Like Client, Like Advisor New research reveals the personality traits and practices that help advisors become millionaires themselves.
Financial Planning October 1, 2012 John J. Bowen, Jr.	Elite Advisors' Best Practices: What Makes for a Successful Planner How do the best financial planners become successful? Developing a vision and a plan for your business takes focus, collaboration and consistency. And it s how the best performers enhance their success.
The Motley Fool September 9, 2005 Bill Mann	Insurance Disaster Scenario: Meet Stan Insurance companies that made it through the storm of the century intact might not survive a second blow. It's one area of investment where gambling on marginal players carries substantially higher levels of risk.
Registered Rep. December 8, 2015	2015 Broker Report Card: Stagnating Assets? It's no surprise that younger advisors have fewer assets under management, yet they are growing at a faster clip.
National Defense February 2009 Sandra I. Erwin	Military Report's New Take on Katrina Debacle A recent report by the U.S. Joint Forces Command says that after a disaster like Katrina, the government is judged by how the media tells the story and not by the actual chain of events that occurred.
Investment Advisor February 2007 Savita Iyer	Taking Advantage of the Pension Protection Act Financial advisors need to understand fully what the Pension Protection Act means and how it pertains to their business.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Financial Planning May 1, 2012 John J. Bowen, Jr.	Borrow From the Best One of the best ways to learn what it takes to succeed in our business is to look at the best practices of elite financial advisors who are enjoying tremendous success in the marketplace.
Financial Advisor April 2007 William Glasgall	Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change.
IEEE Spectrum January 2008 Wilson & Kliger	Learning From Katrina Hurricane Katrina can teach engineers a lot about the unintended impact of technology as well as what can be done to prepare for the next catastrophe.
Registered Rep. October 31, 2014	Advisor Views on Alternatives While 70 percent of advisors recommend some form of alternative products to their clients, it's a select group.
Financial Advisor September 2010 Eric Rasmussen	Counting On Green The BP disaster has thrown a spotlight on environmental, social and governance data.
Entrepreneur February 2010 Jason Ankeny	How to be Ready for Anything Do you have a plan for disaster recovery preparedness?
Financial Advisor March 2012	In Advisors We Trust At a time when John Q. Public views the nation's financial and political systems with high levels of cynicism and distrust, a recent survey of investors' trust in institutions and individuals found that people think highly of their financial advisors.
Financial Planning December 1, 2012	Women Advisor Forum: Gearing Up for 2013 Five times this year in five cities around the country, top women advisors gathered to boost their skills and get to know their peers at Women Advisors Forum events.
U.S. Banker May 2006 Lee Conrad	Loans in Hurricane Areas Count as CRA Investments Small banks can lend outside their home markets.
Financial Planning May 1, 2008 Stacy Schultz	Client Loyalty The most common reason affluent investors leave their financial advisors is because their advisor does not answer their calls, according to a new report.
Financial Planning January 5, 2008 John J. Bowen Jr.	Better Than Average Making a New Year's resolution to improve your practice? A new survey lets you benchmark your performance against the broader advisory community.
Registered Rep. November 13, 2015 Ryan W. Neal	Despite Volatility, Advisor Confidence High The market volatility in the third quarter wasn't enough to shake advisor optimism.
Investment Advisor September 2009 Philip Palaveev	Tortoise or Hare Which business model is most acceptable to investors? And which to advisors?
Financial Advisor December 2005 Grove & Prince	Raising The Bar On Value-Added Services There is an unequaled opportunity for growth when financial advisors leverage the expertise and resources of financial institutions and partner with their product providers.
Financial Advisor November 2003 Blomfield & Hamil	Who Puts Clients First? Client-centered financial advisors have an edge over ones focused on investments.
Financial Advisor June 2007 David Lawrence	Ready, Willing-Able? Is your financial practice prepared to help your clients, or even to function, if disaster strikes?
Insurance & Technology October 7, 2005 Maria Woehr	The Sun Will Come Out For small insurance entities, recovering from a disaster often depends on a third-party provider. Here's how SunGard Availability Services maintained a third-party administrator's systems and preserved its viability in the wake of Katrina.
Registered Rep. March 7, 2012	Due Diligence: Four Overlooked Havens of Wealth If you are looking for that golden land of wealth management opportunity, eFinancialCareers has done a little homework for you.
National Real Estate Investor September 1, 2006 Matt Hudgins	Will Hurricanes Cloud Investor Judgment? An overreaction by shareholders to the risks that hurricanes pose to lodging stocks is likely to create stock-buying opportunities in the aftermath of catastrophic storms.