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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 Planning
July 1, 2007
Kathy Gevlin |
White Paper The study points out a number of attitude and behavior changes among surveyed high-net-worth individuals. For the first time in the survey's six-year history, with regard to investing, wealthy individuals care as much about return on assets as they do about preservation of assets. |
On Wall Street
September 1, 2008
Jack Sharry |
When You Say "Tomato," Do Clients Hear "To-Mah-to"? Perceptions become reality on an individual basis, and your clients' perceptions of the economy are not good. What should you do about this situation? |
Financial Planning
November 1, 2008
Stacy Schultz |
Today's Business Owner A new study shows that business owners represent 37% of high net worth households and nearly one-third of retirees. These wealthy entrepreneurs present unique challenges to advisors. |
Investment Advisor
July 2008
Kara P. Stapleton |
Lone Investors Many affluent individuals still haven't grasped the benefits of having professional advisors. |
Financial Planning
March 1, 2005
Paramjit Mahli |
Adviser Pulse For financial planners to maintain and build strong relationships with ultra-high-net-worth investors, investment performance is crucial. |
Registered Rep.
November 1, 2005
John Churchill |
Doing More With What You've Got Despite increasingly fierce competition for the wealthiest clients, those with practices focused on the high-net-worth segment expect their practices to grow significantly in the coming years, according to a survey. |
Registered Rep.
September 1, 2005
David A. Geracioti |
You Say, They Say In an industry survey that covered a range of issues, from estate planning to choice of investment products, the responses by wealthy clients and advisors showed a striking disconnect about the needs of high-net-worth individuals. |
Registered Rep.
September 18, 2014
Megan Leonhardt |
Increased Trust Drives HNW Investors' Increased Risk As the markets provide room to run, wealthy investors' trust and confidence in their wealth managers and firms is on the rise -- as well as their appetite for growth-based investing. |
Registered Rep.
June 22, 2011
Charles Paikert |
Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports Wealth managers need to make key changes in the way they do business to stay competitive, two major studies of the industry have concluded. |
Registered Rep.
March 25, 2011
Charles Paikert |
Survey: High-Net-Worth Investors Remain Confident Despite Global Turmoil Despite increasing turmoil around the world, high-net-worth investors in the U.S. remained confident in the economy and the stock market, according to Phoenix Marketing International's latest tracking survey. |
Registered Rep.
August 1, 2006
Kristen French |
A Healthy Concern High-net-worth individuals are ranking the risk of unforeseen health care costs as their top financial concern. |
Investment Advisor
October 2008
Lewis Schiff |
Even Affluent Clients Feel the Chill The affluent may have significant assets, but that doesn't make them immune to the recent economic chills. |
Registered Rep.
November 17, 2014
David H. Lenok |
Study Shows MFOs on the Rise Cerulli Associates recently released the 2014 edition of their annual study on high-net-worth (HNW) markets, and the main takeaway is that advisors are buzzing over family offices. |
Registered Rep.
March 1, 2003
Matt Oechsli |
Overcoming Arichnophobia Here are three practical steps that have yielded tremendous results in conquering fears of the rich and powerful. |
Financial Planning
October 2, 2007
Elizabeth O'Brien |
Do the Rich Enrich? Advisors chase high-net-worth clients, but some skeptics remain. |
Registered Rep.
January 1, 2011
Jerry Gleeson |
Getting the Boot Often after the inheritance of an estate advisors mishandle their relationship with the heirs, focusing on the clients at hand and neglecting the next generation. |
Investment Advisor
October 2006
Chris Blunt |
Advancing the Conversation Advisors' role in helping clients and heirs address end-of-life issues -- Behind the Numbers: 72% of parents said they would encourage their own financial advisor to discuss... etc. |
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. |
Investment Advisor
April 2009
Lewis Schiff |
Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times. |
Registered Rep.
July 9, 2003
Nigel Goodman |
The "Potential" Play in the HNW Game The pursuit of high-net-worth clients is a tough road. An increasing number of financial advisors are trying to land well-to-do clients before they attain high-net-worth status. |
Investment Advisor
July 2007
Kara P. Stapleton |
Moving On Up According to a new report, the number of U.S. households with a net worth of $5 million or more, not including a primary residence (NIPR), rose to a record 1.14 million in 2006. Financial advisors, take note. |
Financial Planning
September 1, 2007
David E. Adler |
High Net Worth: How Rich is Rich? No one can agree on what high net worth means, precisely, but that hasn't hindered the obsession with this market segment. |
Registered Rep.
November 1, 2007 |
America's Top 100 Independent Advisors A list of the Top 100 independent broker/dealers in the industry, ranked by assets under their management. |
Registered Rep.
January 1, 2008 |
Top 50 Independent B/D Advisors Our list of the top broker/dealer advisors. |
Investment Advisor
April 2008
James J. Green |
Innovate and Differentiate Independent advisors and their partners are coming up with all sorts of innovative ways to efficiently deliver actual wealth management services to their high-net-worth clients. |
Registered Rep.
October 1, 2012
David Geracioti |
Ellison Kibler & Associates, Merrill Lynch The Dow Jones Industrial Average lost 22.6 percent on Oct. 19, 1987. That was a Monday and by that Saturday, J. Hagood Ellison Jr. and E. Robertson Kibler, both Merrill Lynch financial advisors, were huddling to change their business models. |
