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Registered Rep. October 8, 2014 Diana Britton	Are Advisors Disillusioned with Alternatives? According to WealthManagement.com's 2014 AdvisorBenchmarking RIA Trend Report, fewer RIAs are using alternatives in their client portfolios this year than last.
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 Planning May 1, 2008 Stacy Schultz	Need for Education A preview of the 2008 Rydex AdvisorBenchmarking Study, a snapshot of the financial advisory business.
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. September 30, 2014	Advisor Views on ETFs As exchange traded funds continue to take more market share, the number of advisors using the structure increased to 84 percent in 2014, up from 82 percent in 2013.
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 March 2010	More Advisors Embrace Alternatives Advisors are increasingly turning to alternative investments, not as a source of outsized returns, but rather to provide true diversification to clients' portfolios.
Registered Rep. March 1, 2006 David A. Geracioti	To Increase Revenue Increase Time Spent With Clients Clients are happier when financial advisors pay close attention to them, and new research suggests that this can manifest itself in more business.
Financial Planning August 1, 2007 John J. Bowen	The Best in the Business Financial advisors can learn much from studying the business practices of their most successful peers.
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.
Investment Advisor January 2007 Ivanova & Kahler	The ABCs Of Retirees To meet the needs of retiree clients, financial advisors will need to beef up their knowledge not only of investment-related retirement issues, but also non-investment areas.
Financial Advisor July 2012 Karen DeMasters	A Horse Of A Different Color A new study shows advisors like alternative assets because their returns aren't correlated with those of other investments.
Investment Advisor August 2009 Melanie Waddell	More Annuities Used in Income Portfolios Advisors are increasingly turning to annuities to help cover their clients' basic needs in retirement.
Registered Rep. October 30, 2015	The State of Independence: ETF Plays Advisors' knowledge of exchange traded funds is lacking.
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.
Registered Rep. April 29, 2015 Diana Britton	Advisor Views on The Economy We recently surveyed over 2,000 advisors across channels about their views on the economy and business as part of its 2015 AdvisorBenchmarking All-Channel Report. Here's what they had to say.
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.
Financial Planning April 1, 2013 John J. Bowen, Jr.	5 Success Tips From High-Performing Advisors A new study of high-earning advisors offers 5 clear success tips.
Registered Rep. December 8, 2015	2015 Broker Report Card: Stagnating Assets? It's no surprise that younger advisors have fewer assets under management, yet they are growing at a faster clip.
On Wall Street January 1, 2010 Matthew Leung	Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Registered Rep. August 7, 2014 Megan Leonhardt	Ten Charts That Explain What Advisors Think of Hedge Funds Overwhelmingly, advisors consider hedge funds an alternative investment, increasingly a generic catch-all term for anything that is not a mainstream liquid security.
Registered Rep. October 30, 2015	The State of Independence: Robo Rising Advisors like automated investment platforms for a number of reasons.
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.
Investment Advisor April 2008 Lewis Schiff	Like Client, Like Advisor New research reveals the personality traits and practices that help advisors become millionaires themselves.
Registered Rep. June 23, 2010 Halah Touryalai	Too Much Client Hand-Holding, Not Enough Prospecting The nervous-client-syndrome has yet to wear off. That's according to a new survey that says most advisors are still spending the majority of their time with existing clients rather then generating new business.
Registered Rep. March 2, 2015 Megan Leonhardt	Rep as Portfolio Manager Wirehouse and national firms are the most likely to offer advisor-directed platforms, followed by the bank and independent broker/dealer channels.
Registered Rep. October 1, 2012 Diana Britton	A Package Deal Most advisors would say they want to do what's best for their clients. But if that's the case, they better not manage their clients' money on their own; better leave that to the home office, new research from Cerulli Associates shows.
Financial Advisor August 2012 Jon Beatty	A Promising Road Advisors are enjoying strong growth despite significant challenges in the financial markets.
Registered Rep. December 8, 2015	2015 Broker Report Card: Paying Premium? The percentage of advisors' revenues derived from fee-based business ticked up again this year, for the sixth year running.
Registered Rep. October 30, 2015	The State of Independence: Intelligent Advisor The survey covers over 360 registered investment advisors.
Investment Advisor September 2009 Philip Palaveev	Tortoise or Hare Which business model is most acceptable to investors? And which to advisors?
Financial Advisor May 2012	Advisors, Clients See Portfolios Differently Advisors say their clients are fixated more on shorter-term concerns such as one-year returns (54%), their portfolio's absolute returns (49%) and portfolio volatility (41%).
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.
Investment Advisor January 2010 Melanie Waddell	Retirement Planning: Retirement Income a Riddle Advisors are still searching for best method to deliver retirement income.
Financial Planning May 1, 2012 John J. Bowen, Jr.	Borrow From the Best One of the best ways to learn what it takes to succeed in our business is to look at the best practices of elite financial advisors who are enjoying tremendous success in the marketplace.
Financial Planning June 1, 2008 John J Bowen Jr	Help From My Friends Here are some of the most important issues to consider when working with a financial institution.
Financial Advisor November 2003 Blomfield & Hamil	Who Puts Clients First? Client-centered financial advisors have an edge over ones focused on investments.
Investment Advisor May 2009 James J. Green	Numerology: No One Way Researchers have discerned a number of core themes regarding how advisors are conducting retirement income planning.
Investment Advisor February 2009 Kara P. Stapleton	Stressed Out? It's no news that advisors are overwhelmed, considering the behavior of the markets and the state of the economy.
Registered Rep. May 19, 2014	The Top Six Reasons Advisors Won't Use Social Media Based on our survey of 447 advisors sponsored by NFP, we broke down the challenges that firms face in their efforts to adopt a social strategy.
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.
Financial Advisor October 2005 Chris Radford	Practice Management: What The Survey Doesn't Say Because there are no surefire business plans for success, it takes a unique combination for each financial advisor to find the "x-factor" -- that intangible number in every business opportunity that equals ultimate success.
Investment Advisor January 2007 Bob Clark	The Trust Threat Financial advisors need to rethink adding trust services to their offerings.
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.
Registered Rep. January 22, 2015 Ryan W. Neal	Advisor Industry Shrinks While Assets Continue to Grow A recent report by Cerulli Associates found that the industry shrank 1.9 percent to 287,119 advisors in 2013. Asset levels, however, are on the rise.
Registered Rep. October 31, 2014 Megan Leonhardt	The Lost Opportunity Despite the greater freedom and advantages using the tools can bring, only 53 percent of advisors at RIA firms are using social media for business.
Financial Advisor March 2012 Bernie Clark	The Changing RIA Advisors need to start thinking bigger and go beyond their current capabilities.
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 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.