The popular MarketScope Advisor platform from Standard & Poor's has a new addition this week, a bond research portal.
Study after study has found that affluent clients, above all else, want three things from their advisers: comprehensive financial planning, high-touch service and regular communications.
Every successful financial services practice must build and maintain a professional network. At a minimum, this group of trusted professionals can supply you with information and be a resource for your clients.
In the wake of last year's market meltdown and the ensuing spate of financial scandals, many advisory firms are taking a second look at their compliance technology.
By now, everyone with a pulse is aware that the game for financial professionals has changed, and an entirely new set of rules has evolved.
The registered investment advisory firm Curian Capital this week launched a platform that it is classifying as a unified-managed-household solution.
In your best clients' eyes, are you a knowledgeable, informed resource? Do you know about issues that are of greatest concern to your affluent clients?
A few early-bird financial advisers are starting to make plans to hire new employees.
Envestnet unveils tax management overlay; Cabinet NG's document management software updated
Hong Kong regulators on Monday banned a former banker at one of Asia's top stock brokerages from the territory's financial industry for life after he was jailed for insider trading.
How do you deliver premium-level communications coverage to top clients when you're spread thin in terms of time and administrative help?
Although women constitute a significant amount of global spending, many feel that they are underserved by businesses, particularly in the investment industry, according to a recently released survey from The Boston Consulting Group Inc.
Summer is usually a time when advisers kick back and relax. But with revenue down across the industry, this summer may be quite different. Indeed, many advisers are suddenly looking for ways to fill the revenue void left by the market's downturn.
Financial advisers tempted to reward star employees with raises should think twice and instead offer them one-time bonuses, according to practice-management experts.
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.
