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Registered Rep. February 23, 2011 Jerry Gleeson	Fee-based Business Up, Pricing Down PriceMetrix Chief Executive Doug Trott has a message for fee-based advisors: think about charging more.
Registered Rep. December 15, 2011 Diana Britton	Want to Outperform in 2012? Fire Some Clients The fastest-growing advisors in 2012 are likely going to be those who can become more calculated and deliberate about the types of clients they do business with.
Registered Rep. November 22, 2010 Charles Paikert	Fewer Small Accounts Mean More Production For Advisors: Study What's more, firms that more aggressively reduced small household concentrations among their advisors added approximately $45,000 per advisor in production.
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.
Registered Rep. May 25, 2005 John Churchill	Millions to Choose From Advisors gunning for millionaire clients now have more prospects to choose from -- and a blueprint for what they're looking for -- according to a new survey which says that 1.3 million new American households became millionaires in 2004.
Investment Advisor February 2009 Kara P. Stapleton	Who's Investing Where? A new report for advisors finds nearly half of U.S. households own equities or bonds, a significant increase during the last two decades, however, ownership of these assets has declined since 2001.
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.
Registered Rep. November 1, 2005 John Churchill	You're Worth So Much More Clients might not agree, but there's rising evidence that advisors are not charging enough for their services.
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.
Registered Rep. December 4, 2012 Megan Leonhardt	(No) Experience Necessary When it comes to being a financial advisor, the more experience -- the more years you have on you -- the better, right? Not quite. A new study shows that firms should be cautious when bringing aboard advisors heavy on experience.
On Wall Street April 1, 2013 Margarida Correia	Referrals Aren't Enough to Lure Clients Contrary to what many advisors assume, referrals do not automatically create new wealthy clients.
Financial Advisor May 2012 Karen DeMasters	Advisors Often Work Against Clients' Interests, Study Says Financial advisors often work against their clients' interests if it means earning more in fees, according to a recent study by the National Bureau of Economic Research.
Financial Planning October 1, 2010 J. Scott Slater	On Beyond AUM More advisors should look to drive additional revenue from charging separate fees for value-added services.
Registered Rep. May 6, 2007 Christina Mucciolo	More Millionaires Investing on Their Own, Study Says There are a lot of millionaires in the United States. More than ever, in fact, according to recent research. But are they turning to financial advisors for help? Well, yes, and no.
Financial Planning October 2, 2007 Elizabeth O'Brien	Advisor Pulse A new study reveals that while 95% of all financial advisors believe they've talked about fees with their clients, only 66% of customers say their advisor has initiated a fee discussion with them.
On Wall Street September 1, 2009 Gerri Leder	When Trust Is Broken, Value Is Compromised Make no mistake: Many clients' trust in their advisors has been shaken. This is the time for advisors to re-establish the value they offer.
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 March 2012 Joni Youngwirth	When To Prune One can find good reasons to cut clients and good reasons not to. Advisors who do are typically happy they took action.
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.
Financial Advisor November 2007 Tracey Longo	Is Your Price Right? A select group of advisors are significantly increasing their planning fees. Here's the lowdown on unbundling and how your pricing helps or hurts your firm.
Investment Advisor September 2005 Mark Tibergien	Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value.
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. March 2, 2010	Check Out RegisteredRep.com's Newly Revamped Advisor Forums Want to "socialize" with other financial advisors? Discuss how to sell your book? Have a question about marketing yourself to high-net-worth investors? These and many more topics are being discussed right now on RegisteredRep.com's Advisor Forums.
Investment Advisor August 2007 Maya Ivanova	A Victim of Success? A recent survey of registered investment advisors reports that while advisors recognize that marketing is a key component of their business, few devote enough time to this vital activity.
On Wall Street July 1, 2010 Frances A. McMorris	Confusion Reigns Among Wirehouse Advisors On The Fiduciary Issue With all the frenzy over the call for a universal fiduciary standard for all financial and investment advisors, it appears that those in the wirehouses don't really understand the debate.
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.
Registered Rep. July 1, 2005 John Churchil	Millions to Choose From Advisors gunning for millionaire clients now have 1.3 million more prospects to choose from -- and a blueprint for what they're looking for, according to a new survey.
Registered Rep. July 5, 2011 Jerry Gleeson	When Advisors Add Value, Pricing Power Follows Advisors who want to charge more for their services have to differentiate themselves from their competitors.
Financial Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
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.
The Motley Fool September 5, 2006 Dan Caplinger	How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence.
Financial Planning October 1, 2011 Donna Mitchell	Knowing Their Worth Many advisors are squeamish about taking anything other than a flat percentage fee for assets under management.
Registered Rep. October 6, 2015 Megan Leonhardt	Advisors Working with Spouse See Success Among advisors working as part of a team, the most successful are husbands and wives, according to new research by PriceMetrix.
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 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.
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 2, 2010 Kristen French	Fidelity Makes Trade Pricing Uniform For RIA And Retail Clients Fidelity's RIA custody division, Institutional Wealth Services, said it was cutting fees for U.S. equity and options trades. It also began offering commission-free online trades for its iShares ETFs and Fidelity Nasdaq Composite Index Tracking Fund.
Investment Advisor July 2010 Ray Sclafani	The High-Performance Coach: The Five Myths of Professional Networks Why you need professional advocates.
Registered Rep. September 30, 2014 David Armstrong	Editor's Letter: October 2014 The wealth inequality gap is not between rich and poor, it's between the high-net-worth households and everyone else, including the middle class, who have not seen a significant increase in their middling net worth in over a decade.
Registered Rep. May 24, 2013 Sallie Krawcheck	Don't Fence Me In Women start businesses at twice the rate of men and predict a bright future for the wealth management industry.
Financial Advisor November 2012 Joni Youngwirth	From Solo To Silo, From Ensemble To Enterprise Firms evolve for many reasons. What kind of firm is yours?
Registered Rep. June 1, 2004 Kevin McKinley	Fee-ling Good Tips for financial advisors on establishing and maintaining fee-based relationships the right way.
Registered Rep. June 3, 2015 Megan Leonhardt	Compensation Survey 2015: How Advisors Stack Up Advisors whose business mix leans more toward fees make almost twice as much as those who still lean heavily toward commissions, according to data collected in WealthManagement.com's compensation survey.
The Motley Fool March 5, 2009 Dan Caplinger	Stop Paying for Big Losses What's your advisor done for you lately?
Registered Rep. September 10, 2003 David A. Gaffen	Existing Clients Want More Advice The good news for reps is that the world doesn't hate you. The bad news is that acquiring clients -- particularly affluent ones -- is getting a lot more tough.
Financial Advisor July 2012	It's A Trust Thing People trust their financial advisor more than their primary doctor, according to a recent survey of investors by John Hancock Financial.
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.
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.
Registered Rep. November 20, 2009 David A. Geracioti	Schwab Survey Shows Many FAs at Big Firms Disgruntled (Surprise!) Obviously, the dramatic upheaval that changed the landscape of Wall Street is having some negative effect on advisors at major firms.