Rachel F. Elson
Former Editor-in-ChiefRachel F. Elson is a former editor-in-chief of Financial Planning.
- Confidence index gets lifted by advisor fees and client optimism.Sponsored by ADP Accounting
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A trio of top custodial executives discussing big trends for the RIA sector downplayed the term -- at least as a marketing advantage -- during a panel this week at the MarketCounsel summit in Las Vegas.
December 11 - The advisor confidence index gets lifted by a big shift away from cash and toward stocks.Sponsored by ADP Accounting
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Technological shifts happen quickly. The industry finally seems to have noticed.
December 1 -
We found a few firms that were getting it right on recruiting next-gen planners. Check out their road map.
November 3 - Markets, global and industry pressures send confidence index to an almost 2-year low.Sponsored by ADP Accounting
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But the asset allocation and rebalancing service will launch first for retail before rolling out to Schwab advisors.
October 27 -
Female advisors from Raymond James' Private Client Group got a mix of planning tips, technology tricks, strategic advice and female empowerment.
October 14 -
When hosting a client event, a strategic seating chart can place prospects next to your biggest fans.
October 10 - As equity markets rebounded, planners report higher fees and far greater risk appetite.Sponsored by ADP Accounting
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The number of transactions jumps to 16 in the second quarter, up from 13 in the first, with the average size of acquired firms rising to $1.18 billion.
September 3 - Planners back away from equities as concerns grow about international problems.Sponsored by ADP Accounting
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The silence about plannings race gap is most insidious.
August 4 - The equity markets have been strong this year and so has the planning business, but advisor confidence is slipping.Sponsored by ADP Accounting
- A big drop off in retirement activity after tax season pulls the index downward.Sponsored by ADP Accounting
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More planners say they are doing better than ever, according to Pershing's second annual study of advisory success. Here's what they are doing right.
June 9 -
Longevity increases and cultural shifts have changed the way Americans plan for retirement -- and advisors need to make sure they're keeping pace.
June 9 -
To help rebuild the financial advisory industry's reputation and recruiting woes, Pershing's Mark Tibergien urges advisors to adopt a high school financial literacy program.
June 6 - A flurry of tax and retirement planning activity boosts fees and confidence.Sponsored by ADP Accounting
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While new rules and higher stock market returns have increased clients' tax liabilities, only 29% of advisors say they've initiated a conversation about the matter in the last quarter.
April 29
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