Lack of data standards has slowed the evolution of the advisory business. “Things move at glacial speed in the financial services world,” said Bill Harris, who is probably best known for having served as chief executive at both PayPal and Intuit Inc.
Spouses, children lacking designation papers could be out of luck; problem magnified by bank mergers
Advisers' social networking mostly subject to same regs as other marketing, state says; 'like' a likely trouble spot
Nine years ago, adviser Rich Chambers got frustrated.
Facebook. LinkedIn. Twitter. Financial advisers need to embrace social media to land new clients and boost revenues, right? It ain't necessarily so, a new survey finds. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&Date=20111220&Category=FREE&ArtNo=122009999&Ref=PH>The 10 biggest stories of '11 &raquo;</a>
Third-party specialists may be best bet for spouses and their significant advisers
Advisers say something has changed dramatically in the minds of affluent, free-spending clients.
When Mesirow Financial Inc. offered its employees free physicals a few years ago, only about a third of the 875 employees in its Chicago headquarters participated. For the most recent round of tests in early October, more than 750 people turned out.
Advisers need to take a big-picture approach to assessing suitable investments, says Ibbotson Associates
Many interested in real estate and gold but plan on putting their assets into CDs, Treasuries; opportunity knocking?
Survey reveals deep discontent with the president; onus placed on POTUS for stifling the economy
