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Financial Advisor August 2007 Mary Rowland	A New Life For Insurance More and better opportunities are becoming available for independent advisors who want to structure their businesses in various ways. Viable products and services are now available in the insurance industry.
Financial Planning September 1, 2007 Bob Veres	New Life for Life Insurance For the first time, fee advisors have access to products designed specifically for them, complete with transparency and minimal costs. Their response could change the industry.
Financial Advisor July 2008 Mary Rowland	Let's Make A Deal A solution to financial advisors' insurance problems.
Financial Advisor October 2007 Mary Rowland	It's A Start Insurance companies are beginning to give fee-only advisors, and their clients, the kind of lower-cost policies they've long sought.
Financial Planning April 1, 2005 Abigail La Croix	5 Questions A life insurance executive explains why no-load life insurance products matter.
Financial Planning May 1, 2005 Ed McCarthy	Making the Switch As advisers shift from a commission-based model to a fee-based one, how are their practices handling the change?
Financial Advisor April 2008 Mary Rowland	The Right Blend Financial planners should be very interested in what is going on in the life insurance industry, and how it might impact their own fiduciary responsibility if they are just handing off clients to a life insurance agent.
Financial Advisor February 2007 Mary Rowland	Resolutions For 2007 Ideas for 2007 that you may have neglected to put on your list: Bringing balance to your life... Becoming a better financial planner and a better person... etc.
Registered Rep. May 18, 2010 Alan Lavine	No-Load Annuities Gain Momentum As more wirehouse registered reps join RIAs or start their own, as income tax rates rise, and as Baby Boomers continue their march into retirement, expect investments in no-load variable annuities to grow.
The Motley Fool March 31, 2010 Dayana Yochim	Why Bernie Madoff Deserves Your Thanks If nothing else, his shenanigans made us smarter consumers. If you weren't wary of the advice you bought before, you sure are now.
Registered Rep. May 1, 2004 Stan Luxenberg	American Activity Boasting a track record of steady returns, American Funds has emerged as the top player in the market for 529 savings plans.
Financial Advisor March 2012 Bill Bachrach	A Huge Opportunity Why flat fees are going mainstream.
Financial Advisor June 2004 Gregory Bresiger	Advisors Are Living Dangerously Professionals continue to grapple with the question of errors and omissions insurance coverage. They believe that it is unnecessary. These uninsured advisors, one insurance executive says, run in the thousands.
Financial Planning July 1, 2008 Scott Schutte	Valuing Your Services Have financial planners themselves compromised the value of the service that is the foundation of nearly all client relationships: investment management? If so, what's the solution?
Financial Advisor November 2006 Tracey Longo	Is The Price Right? When it comes to pricing, many financial advisors are nowhere near as efficient and profitable as they could be.
The Motley Fool May 27, 2009 Dan Caplinger	The Smarter Way to Plan Your Portfolio The right fee-only planner can make a huge difference in the outcome of your investments.
Financial Planning September 1, 2010 Marc Freedman	Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises.
Financial Advisor November 2008 Gail Liberman	War Breaks Out For Wirehouse Brokers The economic crisis on Wall Street, among many other things, is causing wirehouse brokers to reconsider the value proposition offered by the giant financial service firms.
Registered Rep. October 29, 2013 David Armstrong	Editor's Letter: November 2013 A common refrain heard at industry conferences and in the trade press is that "the financial services industry suffers from a bad reputation. How can we rebuild client trust?"
Financial Advisor July 2011 Gail Liberm	Aiming For Advisors New annuity products and platforms are being designed to appeal to fee-only advisors.
Financial Planning August 1, 2009 Donna Mitchell	Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees
Financial Advisor March 2007 Raymond Fazzi	Annuities Anew No-load variable annuities begin to attract interest among fee-based advisors.
Financial Advisor November 2007 Andy Gluck	Eight Leading Innovators These firms are changing the financial services industry for the better. ByAllAccounts... PIE Technologies... etc.
Registered Rep. May 20, 2011 Diana Britton	Fee-Only FAs Positioned Well to Capture Retirement Plan Assets Fee-only financial advisors are well-positioned to capture retirement plan clients because of their fee transparency and their business model's alignment with ERISA.
Financial Advisor May 2005 Raymond Fazzi	Betwixt And Between Hybrid advisors work in both the fee-based and commission worlds.
Financial Planning November 1, 2006 Marshall Eckblad	Advisor Pulse Financial planners are working hard to meet the needs of their retiring clients. But according to a recent survey, they might be doing so at their own expense.
Financial Advisor January 2005 Tracey Longo	How Fee-Based Programs Led 2004 Brokerage Profits Fee-based profitability is not lost on brokerage executives, who are ramping up programs designed to attract more planners to a fee-based business model and away from traditional commissions.
Financial Planning April 1, 2008 Bob Veres	The Myths of Our Age These days, the planning profession seems to be caught in a web of myths and half-truths, which make it difficult for us to talk about a lot of issues. Here are some common myths regarding the financial planning industry.
Registered Rep. December 7, 2011 Philip Palaveev	The Say on Pay: Registered Rep.'s 2011 Compensation Survey Financial advisors continue to expand their practices, work with more clients and receive ample compensation for their efforts.
Registered Rep. March 1, 2006 Kevin Burke	The School of Hard Knocks In mid-March, TIAA-CREF will get an important grade on its efforts to graduate from a niche provider of pension and insurance products to a broad-based money-management giant. It's a pass/fail test.
Financial Planning October 1, 2006 Bob Veres	Fee Rebuttal This isn't a contest where the lowest fees win. When we talk about compensation, the issue should always be a fair price for whatever service is provided. The most important thing advisors can do is align their interests directly with their clients'.
Financial Advisor November 2009	Frontline News Advisor News: Poll on advisor pay... Citi Embracing Fee-Only Model... RIAs Set Record For Repurchasing Their Firms... FINRA Expands Arbitration Pilot Program... SEC Expects To Examine 9% Of RIAs Annually... more...
Financial Advisor May 2005 Lavine & Liberman	Uncertain Future The Fidelity Executive Forum raises issues about where the money management industry is headed.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
Financial Advisor March 2006 Nancy Lininger	Letters to the Editor The New Advisory-World Order: Commissioned reps have lost clients over the years to discount brokers, day traders and now, the divine fee-only advisor. Firms embracing fees and commissions, and offering the most services and compensation options, will be reborn.
Registered Rep. December 5, 2011 Anne Field	How to Bust Out to a Fee-Only Model In the two years since he's joined Moneta Group, Pat Howley has moved his business from 60 percent commission to 90 percent fees.
Financial Advisor May 2004 Raymond Fazzi	Niche Players Provide More Choices For Advisors Many are trying hard to differentiate themselves---and are succeeding.
Financial Advisor May 2007 Eric Rasmussen	What's New At The Custodian Custodians are continuing to offer new services for fee-only planners in their efforts to woo RIAs.
Registered Rep. September 29, 2005 John Churchill	Are You Charging Enough? With competition fierce -- and clients more informed than ever -- it's important to make sure that you are not selling yourself short. In fact, you may not be charging enough for your financial advisory services.
Financial Advisor February 2, 2009 Eric Rasmussen	The Annuity In Winter Can variable annuities gain some luster after a horrible year in the fund world?
The Motley Fool February 3, 2010 Amanda B. Kish	This May Save the Mutual Fund Industry Finally, investment advisors are wising up. An ongoing change in how many financial advisors get paid is having broad implications for the business.
Financial Advisor December 2006 Jeff Schlegel	The Next Wave There is a quiet movement going on within the financial advisory industry: Young financial advisors imbued with a missionary-like zeal to spread the fee-only message are striking out on their own at a much earlier age than the prior generation.
The Motley Fool November 11, 2004 Robert Brokamp	Wall Street's Big, Dirty Secret How they use your retirement money to fund their retirement. Here's how you can separate the good advice from the greedy advice.
Investment Advisor April 2009	Soapbox: How to Restore Trust If we want advisors to act in the best interest of clients, there should be a compensation system that offers them incentives them to do so.
The Motley Fool June 12, 2008 Dayana Yochim	Are You Paying Your Pro the Wrong Way? How you pay for financial advice may matter more than how much you pay.
Financial Planning September 1, 2010 Frank O'Connor	VAs Head for Slowdown With living benefits now more expensive and restrictive, on balance, muted future sales growth is expected unless more advisors utilize the product, and more investors understand and embrace it.
Financial Planning December 1, 2012 Deena Katz	Great Expectations? Think British. New Rules to Apply there in 2013 New U.K. regulations will force advisors there to make big changes. You should consider following their lead.
Registered Rep. February 10, 2012 Mark Miller	New Focus on Small Workplace Retirement Plans Means Lower Fees, Opportunity for RIAs The spoils of the 401(k) market have always gone to the large players -- big retirement plan providers providing the best, most efficient plans to big plan sponsors. But small is starting to look beautiful.
Investment Advisor September 2008 Philip Palaveev	The Case for Commissions Commission product uses fall into six primary categories. Read on to see what they are.
Financial Planning February 1, 2010 Marion Asnes	One Fee to Bind Them In 2009, broker-dealer Capital Analysts introduced a new flat-fee business model. So how's it going?