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Financial Planning September 1, 2012 Allan S. Roth	John Bogle Interview; Index Fund Champion John Bogle, the legendary champion of index funds, believes advisors add value - and it s not in trying to beat the market.
The Motley Fool March 10, 2008 Selena Maranjian	I'm Bucking the Trend Index funds are gaining momentum -- but should they?
Registered Rep. June 10, 2011 Stan Luxenberg	At Vanguard, Active Beats Passive -- Frequently Since John Bogle retired as chief executive in 1996, Vanguard has continued singing the praises of index funds and staying largely mute about the virtues of actively managed funds.
Financial Planning May 1, 2005 Donald Jay Korn	Passive Investing Financial planners interested in passive real estate funds can choose from a broad array, from straightforward index mutual funds to ETFs to enhanced index funds.
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 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.
The Motley Fool August 13, 2007 Dan Caplinger	Don't Pay Twice for Advice There's nothing inherently wrong with paying for financial advice. But there's a big difference between paying once for a good financial plan versus paying high fees year after year, through good times and bad.
Investment Advisor April 2008 Angela Herbers	Opportunity Knocks The bear market can lead to great growth for advisors, or a big nightmare.
The Motley Fool December 21, 2005 Selena Maranjian	Investor, Help Thyself Mark Hebner's Index Funds: The 12-Step Program for Active Investors shows investors how to break destructive pattern of investing.
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.
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.
Registered Rep. October 1, 2013 David Armstrong	Editor's Letter: October 2013 Like everyone else in the industry press, we've been approached by Capital Group letting us know they are on the offensive. The home of American Funds, the firm is making the case for active investment management after years of suffering net outflows.
Financial Advisor May 2008	Frontline News Clients Ticked Off At Their Advisors... Surprising Conclusions About Client Loyalty... The Keys To A More Profitable 401(k) Practice... etc.
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.
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. October 31, 2014	Advisor Views on Alternatives While 70 percent of advisors recommend some form of alternative products to their clients, it's a select group.
Investment Advisor September 2006 Mark Tibergien	Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age.
Financial Advisor June 2005 Grove & Prince	Preserving Client Relationships In Down Markets What should financial advisors do when the stock market tanks? Communicate early and often to keep clients happy.
Financial Advisor July 2007 Robert Casey	Shifting Into High Gear Think your advisory firm did well last year? Maybe so. But if assets grew by less than 25%, you fell behind the average of independent registered investment advisors participating in the second annual Top RIA Survey.
Financial Planning June 1, 2007 Deborah Doyle McWhinney	Independents' Day As investment advisors become more popular and profitable, they must find new ways to keep ahead of the competition.
The Motley Fool June 7, 2011 Morgan Housel	Searching for a Better Index Going beyond the S&P 500. For those who don't have the time or inclination to dive into individual stocks, index funds are the way to go.
Registered Rep. June 2, 2015 Megan Leonhardt	Compensation Survey 2015: The Slowly Disappearing Commission Moving from a commission-based business to one based on fees, advocates argue, removes conflicts and puts advisors on the same side of the table as their clients.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
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.
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.
Investment Advisor June 2006 Bob Clark	Clark at Large: Reality Check A good exercise is to periodically examine the things we know to be true and explore why we think so. Here's a list of possible misconceptions financial advisors hold to be true: Client portfolios need international exposure... It doesn't matter what the other advisors do... etc.
Financial Planning January 1, 2009 John J Bowen Jr	Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever.
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.
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?
Investment Advisor October 2010 Maya Ivanova	A Decade of Evolution Advisory practices make gains, but still face challenges
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
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.
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
Registered Rep. December 4, 2012 Gallant & Schneider	Are We There Yet? No, But FAs Can Help. In Search of Retirement Income Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal.
Investment Advisor May 1, 2011 Joni Youngwirth	Marketing 101: Answers to 10 Common Questions The long-term rewards of a good marketing campaign will more than pay for the challenges
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
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.
On Wall Street September 1, 2012 Bill Willis	Firms Recruit Top Advisors Instead of Developing Their Own Advisors need to feel the love from their firms and their branch managers
Registered Rep. February 29, 2012 Jerry Gleeson	It's a Tough Route for Younger Advisors Anew report by Charles Schwab, which shows that advisors under the age of 40 are more likely than their older peers to feel pressure to grow their book of business, or to focus on selling proprietary products.
Registered Rep. December 8, 2015	2015 Broker Report Card: Show Me The Money Advisors' gross production varied widely by firm in this year's survey results.
On Wall Street December 1, 2008 Danny Sarch	This Is Your Career, So Start Acting Like It Like any labor market, the financial services one comes down to supply and demand, and a number of forces are in line to start pushing values down.
The Motley Fool September 1, 2004 Selena Maranjian	Mutual Fund Fakery Is your expensive, managed fund really an index fund in disguise?
Investment Advisor March 1, 2011 Jim Komoszewski	Creating a Business Plan (You Will Actually Use) The trick is to think small -- about 3x5 to be exact. A one-page plan that is implemented and executed is better than a 20-page plan that is being used to stabilize a wobbly desk.
Registered Rep. June 30, 2010 Christina Mucciolo	Clients, though Mostly Satisfied, in the Dark about FA Fees, Says Study Overall advisors and investors are still confused about what the advisors' fiduciary responsibility is exactly.
Financial Planning December 1, 2007 Kevin Barr	Integration Ardor With careful analysis and discipline, financial advisors can take advantage of a host of technologies to make their businesses run more smoothly. And until that silver bullet appears, caveat emptor.
Financial Planning November 1, 2008 Michael A. Bell	Time Is Money When asked what their greatest challenge is, virtually all advisors say it's not product complexity -- or even the regulatory landscape -- that causes the most stress. It's lack of time.
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.
The Motley Fool May 7, 2007 Amanda B. Kish	Vanguard's Best Index Funds Which index funds should you have in your portfolio? Vanguard 500 Index Fund... Vanguard Small-Cap Index... Vanguard Total International Stock Index... etc.