BlogsThought Leaders
Matthew Halloran
May 17, 2012
Advisors have the right and should be concerned about using social media. If you have someone in your corner, someone who knows social media and what life is like as an advisors, you should have confidence that you can execute a social media marketing strategy, gain brand awareness, cement relationships with existing clients and gain new ones that will be happy their advisor communicates with them in the medium they like.
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Don Schreiber
May 14, 2012
Investors may not realize that recent higher dividend trends bode well for investment returns
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Todd Burkhalter
May 10, 2012
For years, advisors have waffled their way into utilizing social media, but most are failing.
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Keith Weber
May 8, 2012
The tragic apparent suicide of former NFL superstar Junior Seau serves as a reminder to advisors that many of their clients will need more than just investment advice and guidance after they’ve retired.
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Joseph Edmondson and Richard G. Wallace
May 3, 2012
Every year FINRA sends hundreds of inquiries to firms that are not broker-dealers, including RIA firms, about suspicious trading. How you respond is critical.
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Keith Weber
January 24, 2012
As an advisor, your ability to engage in clients’ goal-setting conversations may well prove the difference between them staying with you or going elsewhere.
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Tom Steinert-Threlkeld
August 29, 2011
The greatest thing President Obama could do on the eve that commemorates the 10th anniversary of the 9/11 attacks is to set a date certain in this calendar year for the withdrawal of U.S. and allied armed forces from Iraq and Afghanistan. Let’s now concentrate on making our economy healthy. And, as that happens, we can again help other economies get healthy as well.
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Keith Weber
May 26, 2011
Like they’ve done with every stage of their lives, the Baby Boomers are changing what it means to be retired. But unlike other stages where leading edge boomers set the path that middle and second-half boomers followed, retirement is likely to be transformed throughout the boomer generation in such a way that second-half boomers and the generations that follow will experience a very different retirement than their leading edge siblings.
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Frank K. Martin
May 24, 2011
Some ideas are transcendent. Humankind’s inability to learn from past mistakes—often reappearing in cumulatively more costly iterations as memories of yesterday’s blunders fade—is an oft-repeated theme. Scholars confirm what historical anecdotes reveal.
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Keith Weber
May 19, 2011
$7.5 Million. According to a recent survey by Fidelity Investments that’s the number it would take to make the average American millionaire feel wealthy. Considering less than 2% of the population has even $1 million in assets, how can we help our clients feel secure when they fall short of their own expectations? The answer may be in helping them first achieve financial maturity.
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Keith Weber
May 4, 2011
As trusted and respected advisors, clients often look to us for guidance. Successfully handling those situations where there is no financial solution requires us to recognize two things: First, our role changes, and second, a different skill set is required to preserve and strengthen the client relationship.
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Cheryl Nash
April 27, 2011
For wealth managers, the big question is this: is the unified managed account a realistic goal that will become a reality over time? Or is it a holy grail that will capture imaginations but remain unrealized, draining resources that would better be spent elsewhere?
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Keith Weber
April 21, 2011
We’ve all got that crazy uncle. Within the financial planning community, its Thomas Leonard.
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Don Schreiber
April 20, 2011
Advisors are struggling to come up with a better retirement income portfolio solution, which we believe we have found. This is not just about dividends. Inflation is a major concern long term that advisors not only need to be aware of when building retirement portfolios but must have an effective portfolio management solution.
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Todd Rosenbluth
April 13, 2011
“Past performance is not necessarily indicative of future results.” Just eight words that have been repeated enough in mutual fund marketing materials for investors to tune out their message; or perhaps they have chosen to ignore the most important of those eight words, the word NOT.
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