Updated Tuesday, May 21, 2013 as of 1:30 PM ET
It was the second time in the past three years that the investment firm came in first.
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Advisors are not doing a good enough job planning for health care costs. To better serve clients, advisors must understand the realities of health care, despite many unknowns. more »
Advisors who expect their clients’ wealth will grow over the years, and help them to build their practices along the way, are likely to end up disappointed, according to a new statistical analysis of data from 7 million clients representing $3.5 trillion in invested assets. more »
You know you're supposed to provide great client service. Is anybody telling you how to do it? more »
Within a decade, only about 150 large, profitable wealth management firms will dominate wealth management, according to a new forecast co-authored by Mark Hurley, chairman and CEO of the Fiduciary Network. more »
Americans are allocating a smaller share of their spending to investment-related fees since the recession, a sign they are still wary of returning to financial markets even as stocks trade near record highs. more »
The survey, by Northwestern Mutual, found that three quarters of people prioritize long-term planning over short-term performance, and one-third said “slow and steady wins the race” best describes their approach to future financial goals. more »
Financial advisor candidates will need to pay more to take securities licensing exams starting June 1, the North American Securities Administrators Association announced. more »
“As investor confidence grows and perceptions of wealth management firms improves, so do advisor perceptions of their firm, particularly among independent advisors,” the J.D. Power study reported. more »
“We have found that people in Gen Y not only said they are highly disciplined, they really are more highly disciplined than people in older generations,” Bill Taylor, vice president of financial planning at Northwestern Mutual, said in an interview. “It might be because they’ve seen their parents hurt badly when stocks fell in 2008, because of the decline of defined benefit plans, or just because young people have access to more information today.” more »
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