RIAs

Market Players Push for Changes

When going through a divorce, having just any financial advisor won't do. People need a planner who specializes in the subject and can help clients navigate the difficult emotional and financial terrain ahead.

While financial advisers have been relying on internal wholesalers more heavily since the financial downturn, they are also finding those contacts not as accessible or responsive as they would like.

How can advisors broach this touchy subject with Boomers?

The Michigan-based wealth management, CPA and business consulting firm is moving custody of its $2 billion-plus in assets under management.

“You’ve taken all my money,” gunman said

One advisor warned that keeping clients happy should top performance chasing.

According to a survey, a majority of advisors say clients want financial planning advice.

As the race to rake in breakaway brokers continues to heat up, it seems that independent broker-dealers, are failing to spend on the areas of technology that matter most to independent advisors: customer relationship management and integration.

Financial advisors are looking forward to 2010. In fact, 68% of advisers recently surveyed define their 2010 business mindset as one of acceleration and growth.