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  • June 3, 2014
    Why Do Some Advisors Keep Their Books So Small?

    Average assets under management for a financial advisor in 2013 were about $90 million, according to research firm PriceMetrix. What’s the story with FAs who manage half, or even less than half, that amount?

    No Comments
  • May 20, 2014
    Does Your Practice Focus on a Niche?

    Carving out a niche is often portrayed as a best practice for financial advisors. Have you done so yet?

    No Comments
  • May 13, 2014
    Why Do Young People Fire Their Parents’ Advisors?

    A majority of heirs take their assets out the door and hire a new wealth manager. What drives them away?

    No Comments
  • May 6, 2014
    Do Female Advisors Make a Team More Effective?

    Many firms strive for gender diversity, on the theory that clients get better service from a mixed team. Do they?

    Last Comment: May 6, 2014
    1 Comment
  • April 29, 2014
    What Do You Look for in an External PR Firm?

    Many independent advisors outsource at least some of their marketing function. What should a good professional publicity outfit provide?

    No Comments
  • April 22, 2014
    Will Alts, SRI, Foreign Securities Go Totally Mainstream?

    Most retail investors have a fairly plain-vanilla asset mix. Do you think institutional strategies like alternatives, socially responsible investing, and foreign stocks and bonds will trickle down to Joe Sixpack’s portfolio?

    No Comments
  • March 25, 2014
    Are You Late to the Party When It Comes to Technology?

    Some advisors still use fax machines or snail mail to get client signatures for transactions; others wouldn't know Skype from Pinterest. Are you one of them?

    No Comments
  • March 18, 2014
    Do You Really Care Who Your Boss Is?

    With reports, however sketchy, of management departures at Merrill Lynch, we’re asking advisors to let us know how much they care about such changes.

    Last Comment: March 18, 2014
    1 Comment
  • February 11, 2014
    What Are You Telling Clients About Retail Data Breaches?

    The recent, high-profile hacks of customer accounts at Target and Neiman Marcus have many consumers spooked. How are you advising clients to protect themselves?

    No Comments
  • February 4, 2014
    Is There Anything to the “January Indicator”?

    Some say stock performance in January sets the tone for the market all year. What are you telling clients the January market decline suggests for stocks in 2014?

    No Comments
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