Younger Couples More Likely to Work Together on Finances
It is becoming less common for one member of a couple to assume all of the financial responsibility and decision-making, according to a new survey.
Tag: Client satisfaction
Advisers Say Biggest Fear is Fear Itself
Of advisers asked in a recent survey who or what their biggest competition is, more than one-third (35%) said it is clients’ fears, which results in lack of...
Advisers Say Americans’ Savings Problems Self-Imposed
According to financial advisers, the largest impediments to Americans’ financial security are self-imposed.
HNW Americans More Pessimistic, Risk-Averse
The economic turmoil over the last couple of years has shaped the way high-net-worth individuals view their own investment portfolios, their economy, and their government, a new...
learner's permit
Everything You Need To Know About Newsletters
Newsletters are a relatively simple, flexible, and effective way to communicate with clients.
Investors Want Proactive Communication from Advisers
Financial advisers who help clients to understand the impact of the markets have more satisfied clients, a recent survey suggested.
Advisers Revamp Retirement Income Strategies
The overwhelming majority (91%) of surveyed financial advisers said they have made changes to their clients’ retirement portfolios, and many are looking toward guaranteed income products.
servicing strategies
The Big Picture
Getting participants to swallow a more holistic approach to planning requires employers, employees, and advisers to get it together—and get in touch with reality
PLANSPONSOR Announces Retirement Plan Adviser and Adviser Team of the Year
Rick Wedge of of Novato, California-based Northgate Benefits, an NRP member firm, has been named the 2010 PLANSPONSOR Retirement Plan Adviser of the Year and The Prince Group in Indianapolis,...
2010 PLANSPONSOR Retirement Plan Adviser of the Year
Rick Wedge, Northgate Benefits, an NRP member firm (Novato, California)
2010 PLANSPONSOR Retirement Plan Adviser Team of the Year
The Prince Group (Indianapolis, Indiana)
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Beneath the Surface
If you are thinking about changing affiliations, ask yourself these five questions before you accept a tempting offer
Schwab Head Optimistic about Poaching from Wirehouses
Bernie Clark, head of Charles Schwab Advisor Services, expects to continue gain more assets from the wirehouse channel, he said at an event today in New York City.
chalk talk
Getting Better
Is your continuous improvement stalled at the expense of the plan participant?
Independent Advisers Want to Make Business Changes
More than half of independent advisers said their clients have modified their expectations of retirement lifestyle or plan to delay retirement, according to a survey by Curian Capital,...
Advisers Most Trusted Source for Investing Information
Brokers/advisers are the most trusted sources to provide accurate information about investments, investing, or the markets, according to the 2010 Edelman Financial Services U.S. Trust Barometer.
servicing strategies
Polishing a Client’s Retirement Plan
What effect does a retirement plan adviser have on a plan?
FundQuest Expands Custom Reporting Ability
FundQuest said it has improved the ability of advisers to offer custom reports on demand.
RIAs Pump up Client Efforts
Nearly half of registered investment advisers (RIAs) reported gaining clients and improving client satisfaction in the last year, according to the latest study of how RIAs fared during...