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On Wall Street
October 1, 2011
Don Schreiber, Jr. |
The Beauty of Dividend-Paying Stocks With the vast majority of investors getting closer to retirement and becoming more risk adverse, advisors should create balanced portfolios using a mix of bonds and high-yielding dividend stocks to potentially increase return and reduce risk.   |
Registered Rep.
April 22, 2011
Diana Britton |
Demand Picks Up For Dividend-Paying Stocks Money management firm WBI Investments, which specializes in investing in higher-yield, dividend-paying stocks, has recently been doing more business with wirehouse firms out of demand for these types of strategies. |
Investment Advisor
January 2008
James J. Green |
Value Proposition A tool from Don Schreiber is meant to help investment advisors raise their practice's profitability now and value later. |
On Wall Street
September 1, 2012
Don Schreiber |
Making a Case for Dividend-Paying Stocks in Retirement Portfolios One expert argues that dividend-paying stocks, not growth stocks, should be the building blocks of retirement portfolios |
Investment Advisor
June 2009
Don Schreiber, Jr. |
Danger & Opportunity: A Fool's Errand Banks, markets around the world have been rallying, but before celebrating, advisors should look carefully at the underpinnings of the market's rally. |
The Motley Fool
July 15, 2008
Tom Hutchinson |
Mutual Fund Advisory Madness If you use a financial advisor, you've probably been approached to invest in a diversified group of funds or a mutual fund advisory program. But be careful before you accept -- they may cost you more than your portfolio can afford. |
Financial Planning
January 1, 2012
Bob Veres |
True Cost of Tactical Management Investment companies are going to be facing very different selection criteria than in the past. |
Investment Advisor
February 2009
Angela Herbers |
Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans. |
Financial Advisor
January 2012
Evan Simonoff |
Through The Fog Since the middle of the summer, financial advisors and their clients have been whipsawed by equity market volatility as they have gotten bombarded by a continual stream of negative news, most of it from Europe. |
On Wall Street
October 1, 2008
Larry Silver |
Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio.. |
Registered Rep.
May 3, 2007
Kevin Burke |
Fund Shareholders to Advisors: We Need Ya', Big Guy If you are among the mutual-fund only caste of advisors, don't lose heart: Investors really do need your advice. |
On Wall Street
January 1, 2009
Larry Silver |
The Success Formula 2008 was a year we would all rather forget. Yet the lessons learned could direct both advisors and clients on new roads to successful investing this year. |
On Wall Street
November 1, 2011
Elizabeth Wine |
The Unfaithful Client Cheating on a financial advisor is a known, but frowned-upon client practice. But new research says that it has been gaining traction among high-net-worth households since the market turmoil began in 2008, with many clients bolstering their stable of advisors. |
Investment Advisor
September 2005
Greg Salsbury |
Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last. |
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. |
Investment Advisor
September 2008
Mark Tibergien |
The Bounty for Captain and Crew Does ownership of an advisory firm pay enough when rewards for employees are so high? |
Investment Advisor
January 2008
Bob Clark |
Part of the Solution For financial advisors, a fund you run yourself (with help) can solve some thorny issues. |
Financial Advisor
October 2008
David Lawrence |
A Model Relationship Having stronger client relationships should not just be your goal but one of your top priorities. |
Investment Advisor
September 2007
Mark Tibergien |
The Price of Duty Once a financial advisor moves past the survival stage on the course to self-fulfillment and personal financial success, he can afford to share more of his wealth (of knowledge and money) with others -- but not at the cost of his other obligations. |
Investment Advisor
June 2007
Kara P. Stapleton |
Consolidate and Refer Fidelity Investments introduced a report showing that advisors who offer retirement income planning services have found that their clients are more satisfied, consolidate more assets with them, and provide more referrals for new business. |
Financial Planning
October 2, 2007
Jack W. Callahan |
Embrace Change Advisors have to adapt their practices to accommodate retiring clients. |
Financial Advisor
December 2008
Evan Simonoff |
Expect A Showdown When the dust from this protracted financial crisis settles sometime in 2009, the demand for independent, objective advice is likely to be stronger than ever. |
Investment Advisor
October 2007
Mark Tibergien |
Exit, Stage Left There comes that awful realization in every advisor's life when he finds himself in the netherworld between wisdom and obsolescence. As the leader of the business, how do you know when it's time to step aside? |
Financial Advisor
September 2010
David Lawrence |
The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors. |
Registered Rep.
April 1, 2006
Gresham & Gresham |
The Rewards of Risk Review One thing that everyone should agree on is the need to take a good hard look at the risks a financial advisor can help clients deal with financially, from the risk of having to pay damages in a lawsuit to the risk of outliving their resources. |
The Motley Fool
October 28, 2004
Robert Brokamp |
Don't Be Financial Prey Is your financial advisor working for you? Here are three questions you should ask. |
Financial Planning
August 1, 2013 |
Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month. |
Financial Advisor
October 2010
Michael Patrick Jacobs |
Investors Demand More This advisor provides highlights of what he's found clients today are looking for when they seek advice. |
Financial Advisor
September 2008
Mike Sheets |
Satisfying Your Self-Made Clients Some of the most challenging clients to help transition into retirement are business owners or career professionals who have had some success managing their own money during their working years. |
The Motley Fool
March 24, 2008
Todd Wenning |
What's Killing Your Retirement For retirees and those approaching retirement, the state of the market must be terrifying. Read on for one way to maintain your asset base during a market storm. |
Investment Advisor
November 2009
Angela Herbers |
Marketing Is Everyone's Job Following are ideas for advisors to incorporate into their strategic marketing initiatives. |
Financial Planning
June 1, 2009
Ilana Polyak |
Buy and Hope More and more advisors are rethinking a buy and hold strategy. |
Financial Advisor
June 2008 |
Frontline News News: As the number of financial advisory players shrinks, recruiting intensifies... Pomering to run Moss Adams' RIA unit... Pershing advisor solutions sets exec committee... Larger taxable distributions on mutual funds... etc. |
Financial Planning
October 1, 2010
Bob Veres |
What's Next for Planners When we cast our gaze forward at the changes taking place in the financial planning profession, a lot of new variables creep into the formula: the rapid evolution of technology, demographic and societal changes, plus wild cards like the recent Great Recession and financial reform legislation. |
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
April 2008
Angela Herbers |
Opportunity Knocks The bear market can lead to great growth for advisors, or a big nightmare. |
Registered Rep.
February 1, 2005
David A. Gaffen |
Small Game Hunting About 30% of the 22 million U.S. households have somewhere between $100,000 and $500,000 in net worth, including the equity in their homes. Many of them are feeling neglected by their financial advisors. |
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. |
Financial Advisor
March 2007
Lee Eisenberg |
Saints In Shoulder Pads Many people don't seem fundamentally inspired by the retirement life they imagine for themselves. It just might take a financial advisor who doubles as a creative writing teacher to help clients get over their Inspiration Deficit Disorder. |
Financial Advisor
April 2007
Grove & Prince |
Tune In To America's Core Wealthy Small business owners represent that greatest potential for growth and wealth in America. Historically, they have been a lucrative and complex client for financial advisors and will remain so. |
Investment Advisor
June 2010
Angela Herbers |
From Senior to Partner A description of a smooth transition from senior advisor to partner. |
Investment Advisor
June 2006
Tibergien & Littlechild |
Consider the Clients If you are one of the many who is thinking about buying, or merging, your book of business or a substantive advisory firm, no doubt you have thought about risk. Hint: it's the firm's clients who determine its true value. So talk to them. |
Investment Advisor
June 2010
Angela Herbers |
The Fast Track: American Standard Comp tables based on surveys of advisory firms won't help you find the right salary range for your firm if those firms are over- or underpaying. |
Financial Planning
May 1, 2013 |
Ameriprise's Don Froude: 'Take Care of My Family' For the head of Ameriprise Financial s Personal Advisors Group, the ultimate compliment is to have a client turn to his planner in time of crisis. |
Registered Rep.
December 1, 2002
Walter H. Zultowski |
Who Wants a Wealth Manager? Are potential clients excited about the prospect of receiving wealth management services? And of those who are, what characteristics do they share? Phoenix, which specializes in this market, set out to answer these questions in a survey of the high-net-worth population. |
Investment Advisor
March 2008
Joni Youngwirth |
There Is No Tenure for Advisors Planners who love what they do keep on doing it long after reaching "retirement age". |
Financial Advisor
November 2003
J. Michael Martin |
Dear Paul... Providing advice on financial basics for clients' adult children |
Registered Rep.
November 1, 2004
Steve Gresham |
Party's Over The most tragic investing calamities are repeated by clients who should know better and by advisors who did know better and let the clients get in trouble anyway. |
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. |
Financial Advisor
January 2011
Jeff Schlegel |
Paying Dividends The malaise in fixed-income yields is proving to be the perfect excuse for income investors to look at dividend strategies. |
