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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. 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. 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.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Registered Rep. January 27, 2011 Charles Paikert	Consumer Confidence Rising, But Investors Still Skittish Measures of consumer and investor confidence are rising rapidly, but wealth managers say their clients aren't completely on board yet.
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.
Registered Rep. September 1, 2005 Grove & Prince	Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.
Registered Rep. July 1, 2004 David A. Gaffen	More Rich People to Serve According to the annual World Wealth Report, prepared by Merrill Lynch and Capgemini, the number of high-net-worth investors worldwide rose to 7.7 million, a 7.5 percent increase, or a net 500,000 people.
Financial Planning August 1, 2013 Charles Paikert	What the Rich Need Now Three new reports suggest the wealth management industry still needs improvement - and hint at a slowdown after recent growth.
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.
Registered Rep. March 1, 2005 Grove & Prince	In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.
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.
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.
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.
Investment Advisor July 2009 James J. Green	Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought.
Registered Rep. November 1, 2004 Will Leitch	The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all.
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. December 1, 2002 Walter H. Zultowski	Who Wants a Wealth Manager? Are potential clients excited about the prospect of receiving wealth management services? And of those who are, what characteristics do they share? Phoenix, which specializes in this market, set out to answer these questions in a survey of the high-net-worth population.
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.
Financial Planning January 1, 2013	Retirement Advisor Confidence Index: Worries Grow A drop in risk tolerance pulls down the latest index reading.
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 Advisor February 2004 Grove & Prince	Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client.
Registered Rep. November 7, 2011 Kristen French	Krawcheck: Client Attrition Very Low, but Wooing Younger Generation a Challenge Generation x and y kids are not too keen on the big wealth management firms, and that is one of the major challenges the wealth management industry faces over the medium term.
Financial Planning November 1, 2008 Robert Hoyt	The New Normal Clients (as well as practitioners) are hoping to understand what their investment lives will look like when the economy settles down. How will we know when things are back to normal? And what will that normal be?
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 September 1, 2012	Retirement Advisor Confidence Index: New Index Tracks Advisory Sector The Retirement Advisor Confidence Index is a monthly barometer of business conditions for the wealth management sector. The initial reading of 48.7% shows a modest contraction in business activity
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. December 16, 2010 Charles Paikert	U.S. Bank Will Start East Coast Wealth Management Build-Up In New York New York City will be the cornerstone of U.S. Bank's east coast wealth management build-up, according to Heidi Steiger, who was appointed Atlantic region president of the bank's Private Client Reserve unit earlier this month.
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.
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 Planning November 1, 2012	Retirement Advisor Confidence Index: Risk Tolerance Grows Again Financial Planning s Retirement Advisor Confidence Index rose for the second straight month in October, indicating continued optimism among the planning community.
Financial Planning December 1, 2012	Retirement Advisor Confidence Index: Cash Gains as Confidence Slips Portfolios reflect a decline in risk tolerance; advisor fees inch higher
Registered Rep. February 25, 2010 Jerry Gleeson	Advisors' Profit Margins Suffer in 2010 Wealth managers will find profits more elusive in 2010, and most are reconsidering their game plans accordingly.
Registered Rep. March 7, 2012	Due Diligence: Four Overlooked Havens of Wealth If you are looking for that golden land of wealth management opportunity, eFinancialCareers has done a little homework for you.
Registered Rep. November 1, 2004	Odds and Ends In September, confidence levels rose among advisors... UBS was recently named "High-Net-Worth Leader of the Year"... Boston-based Pioneer Investments has officially entered the separate accounts business...
Bank Technology News September 2002 Elizabeth Logue	Wealth management: Advisors Finally Waking Up to the Internet's Useful Influence Bucking the market once again, Charles Schwab is doing the unthinkable: encouraging financial advisors to use the Internet to service affluent customers.
Financial Advisor March 2012 Jeff Schlegel	Go South, Young Man There are opportunities for advisors with an entrepreneurial bent who are willing to go to underserved wealth markets and try to plant their flag in the turf.
Investment Advisor August 2005 Melanie Waddell	The Playing Field: Serving Mid-Tier Millionaires Mid-tier millionaires desperately want to reduce the complexity of managing their wealth and consolidate all of their financial needs under one roof. Can you help them?
Financial Advisor July 2005 Raymond Fazzi	Defining Wealth Management The term "wealth manager" has provided more sizzle than clarity in recent years, as more and more advisors have adopted the name as they transition to more comprehensive practices geared toward affluent clients.
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.
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.
Investment Advisor April 2008 James J. Green	Deep Bench To offer wealth management services efficiently, you need strong performers in your corner.
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.
The Motley Fool March 12, 2009 Morgan Housel	4 Years of Wealth, Up in Smoke A report by the Federal Reserve says that U.S. household net worth fell 18% in 2008, sending us back to just below the same wealth level as 2004.
Registered Rep. June 15, 2015 Ryan W. Neal	Markets Push Rise In Wealth; New Money Is Scarce North America is still the largest and most developed wealth market in the world, with wealth growing 5.6 percent in 2014.
Financial Advisor January 2004 Grove & Prince	Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client
Registered Rep. April 1, 2008 Christina Mucciolo	Citi Reorganizes For Smith Barney Citigroup announces plans to reorganize its private bank and Global Wealth Management division into four separate units according to client wealth.
Registered Rep. July 5, 2012 Jerry Gleeson	Trickle-Up Effect The ultra-rich are getting ultra-richer. Boston Consulting Group's latest Global Wealth report indicates that households with more than $100 million in wealth saw their holdings increase by 3.6 percent last year.
Financial Planning June 1, 2013	Advisors Upbeat as Stocks Rise Planner sentiment climbs to a new high as clients stress optimism.
Financial Planning August 1, 2013	Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month.