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Bank Technology News March 2011 Jeff Loucks et al.	A Winning Experience For the Under 50 Set After surviving the worst financial crisis since the Great Depression, financial services firms must find a way to thrive amidst market conditions that are making it harder to deliver the growth and profits firms need.
Registered Rep. March 1, 2005 Grove & Prince	In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.
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.
Financial Planning November 1, 2006 John J. Bowen	Women of Wealth Financial advisors can use their knowledge of affluent women to create a unique value proposition, and put themselves in a tremendous position to serve a group that's been too long ignored -- and capture more business than ever before.
On Wall Street November 1, 2009 Parisi & Leung	Intergenerational Wealth Transfer: The New Advisor Challenge A new survey estimates that 80% to 90% of financial advisors lose assets when their client dies -- mainly because the advisor doesn't know the client's children or heirs.
Financial Planning May 1, 2012 Mason Braswell	Young Bucks As more of the baby boomer generation heads toward retirement, their Generation Y kids are emerging as a client base to take seriously.
Investment Advisor November 2006 Chris Blunt	Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks.
Financial Advisor November 2012 Kate Statler	The Generation (And Other) Gaps Financial advisors must keep many demographic trends in mind to stay ahead.
Registered Rep. June 7, 2011 Charles Paikert	Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops The intense focus on offering educational programs to children of wealthy clients is being fueled by both a practical need to cultivate new customers and genuine demand, say industry executives.
Financial Advisor March 2012 Bernie Clark	The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them.
Registered Rep. February 5, 2013 Megan Leonhardt	Gen Y Advisors Unhappy with Independence At a time when the financial services industry is busy courting young advisors, a new study by Pershing shows that Generation Y wealth managers may be slightly more attracted to wirehouses than the independent space.
Investment Advisor March 2010 Lewis Schiff	The Affluentialist: What Do Counselors Think About Clients? Advisors to wealthy families speak out about clients and careers.
Registered Rep. July 1, 2006 Kristen French	Trading Up The Wealth Advisor Institute, a new trade group for advisors who cater to the wealthy, opened its doors in June.
Registered Rep. May 11, 2011 Charles Paikert	Wealth Managers Vying for Trillions From Intergenerational Wealth Transfer Over 90 percent of heirs promptly change advisors when they receive their inheritances, and 70 percent of families lose control of their assets when an estate is transitioned to the next generation.
Registered Rep. May 20, 2011 Diana Britton	NAPFA Highlights Opportunity for Younger Advisors Younger advisors are going to play a more integral role in the industry going forward, as $18 trillion in assets is set to move from the Baby Boomer generation to Generations X and Y.
Financial Advisor March 2005 Grove & Prince	Know Thy Clients This is the second in a series of articles about the risks, rewards and challenges of wealth management, as well as the ever-changing tools of the trade.
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 Advisor September 2012 Ben Mattlin	Bridging The Gap Turning a difference in age from an obstacle into an asset. To be sure, age shouldn't matter. But whether the client is older or younger, doubts can creep in.
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.
Financial Planning December 1, 2006 Marshall Eckblad	Advisor Pulse According to a recent survey, financial planners may be missing a golden opportunity to establish advisory relationships with their clients' children.
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. October 22, 2009 Christina Mucciolo	MSSB Plans to Double Size of U.S. Division For Ultra Wealthy Morgan Stanley Private Wealth Management will exclusively serve clients with a minimum of $20 million in assets.
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.
Investment Advisor January 2007 Susan L. Hirshman	Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations.
Financial Planning September 1, 2008 Brian T. Jones	The Match Game Gaining new, younger clients is vital to ensuring that a practice will succeed in the long term. The easiest way to do so is to tap your existing client base. As older clients pass away, their assets transfer to their children. Getting in front of them now is crucial.
Registered Rep. September 30, 2013 Megan Leonhardt	Wirehouse Evolution Far from a dying model, the big brokerages are changing their game.
Investment Advisor August 2010 Savita Iyer-Ahrestani	Retirement Planning: Serving Gen Y Now Advice for advisors on branding, service, and capturing Gen Y -- and its assets -- now.
On Wall Street May 1, 2012 Lorie Konish	Wealth Firms Need to Sharpen Their Consumer Focus Wealth management firms need to be more nimble in meeting the demands of clients in order to best capture the surge in available assets over the course of this decade.
On Wall Street April 1, 2013 Donald Jay Korn	Ultra-Wealthy Wary of Trusting a Single Advisor While ultra-wealthy individuals tend to put their trust in wealth managers, the bad news is most tend to use multiple advisors.
Financial Advisor April 2005 Grove & Prince	The Wealth Management Mindset Learning to manage solutions for unique clients: This is the third and last article in a series about the risks, rewards and challenges of wealth management.
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 July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
Registered Rep. April 5, 2011 Charles Paikert	Clients Turning To Wealth Managers For Philanthropy Advice No opportunity to discuss philanthropy with clients should be squandered.
Investment Advisor November 2007 Kara P. Stapleton	ETF Education The industry has fallen short in informing investors about exchange-traded funds, according to a Rydex survey of 500 mutual fund investors.
Investment Advisor July 2007 Melanie Waddell	Gen Xers: The Optimal Client? The best new clients for financial advisors may be high-net-worth Gen Xers, but the trick will be luring these young millionaires away from the banks.
Registered Rep. June 1, 2006 Kristen French	The Wealth Management Quest Are you really a wealth manager? Do you know what the phrase really means? It pays to know, because a new compensation report shows only 8% of advisors -- across all business channels -- actually fit the bill.
Registered Rep. May 31, 2013 Megan Leonhardt	Sizing Up the Street In the latest earnings cycle, here's how the wirehouses stacked up.
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.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
On Wall Street March 1, 2013 Rachel F. Elson	Hiring the Next Generation A combination of the right recruitment, development and technology spells success for advisor firms.
Registered Rep. October 10, 2014 Megan Leonhardt	Half of HNW NextGen Investors Keep Parents' Advisors About half of high-net-worth millennials are likely to keep their family's financial advisor when they inherit.
Financial Planning September 1, 2013 John J. Bowen, Jr.	How to Reach Million-Dollar Clients To move your practice onward and upward, you may need to reconfigure the way you do business. Here s how.
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
Financial Planning January 1, 2009 Stacy Schultz	Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals.
On Wall Street May 1, 2010 Matthew Leung	X Marks The Spot There's no doubt that boomers need your help meeting the challenges of retirement. But what about Gen X, the next generation of investors?
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.
Registered Rep. May 27, 2004 David A. Gaffen	High-End Investment Advice Grows Globally The private banking industry is growing at a level not seen since the late 1990s, reflecting not only an increase in the market but also an influx of new money into these firms.
Financial Advisor February 2005 Grove & Prince	Why This Business Is So Tough The first in a series of articles about the risks, rewards and challenges of being a wealth manager, as well as the ever-changing tools of the trade.
Registered Rep. March 28, 2012 Charles Paikert	Branch Managers Are Key For Aggregator Growth There is growing demand for their talents in one corner of the wealth management universe: newly formed aggregators who are busy buying up firms and opening offices across the country.
Financial Planning March 1, 2008 John J Bowen	Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes.