Now more than ever, it's important to segment your clients and be sure you are focused on the top 20% to 30%.
First Allied Securities Inc. has high hopes for its new wealth management platform, Guided Portfolio Solutions, the first piece of which was unveiled Thursday.
Independent advisers are mulling a switch to monthly electronic statements in order to cut costs.
If statistics are any indication, advisers see strength in numbers, according to a recent survey.
One of the most popular goal-based financial planning products available for advisers, MoneyGuidePro, has been integrated with Interactive Advisory Software Inc., a comprehensive, cash-flow based system.
Women are cutting back on discretionary expenses in this down economy more than men, according to a study released today.
Financial advisers who have cut back on the work hours of their support staff to economize are reordering their service priorities to make sure clients aren't neglected.
The people that brought the world Covestor.com, a portfolio-sharing service for do-it-yourself investors and for those wishing to track them, have launched the Covestor Investment Management multimanaged account, or CVIM MMA for short.
Updated beneficiary details are so important and so often ignored that you will be providing an extremely valuable — and much appreciated — service by bringing this matter to your clients' attention.
According to a survey from Fidelity Investments, a huge percentage of financial advisers — 84% — had dealt with a client who suffered from Alzheimer's disease, and 96% of those surveyed didn't feel fully prepared to assist clients suffering from the disease.
New software automates the college selection process and financial planning, eliminating hours of manual work for financial advisers.
The financial health of many affluent families isn't good. That is why most of these families are open to a second opinion regarding their finances.
Competition among clearing firms and custodians to woo advisers with technology ratcheted up a notch last week when National Financial Services LLC said that it had integrated the Thomson One wealth management platform into its Streetscape broker workstation.
'Tis the season for rolling out integrated adviser desktops.
The death of Michael Jackson underscores the importance of clients' having updated wills and financial plans. You can capitalize on this heightened awareness to be sure all of your clients' financial documents are updated and that their beneficiaries are correctly identified.
Complain as they do about technology, most financial advisers don't realize how good they have it compared with advisers who work for family offices.
Investors are angry, scared and looking for someone to blame for the economic downturn, and unfortunately, advisers often are the scapegoats, bearing the brunt.
Recent raiding at broker-dealers has sparked ugly and bitter feuds and led to significant damage awards, and financial industry attorneys and experts see more cases in the offing.
A new website hopes to succeed by providing a virtual vault that provides access to vital family documents.
