Marketing
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The Takeaway: Dow 15,000, the hard way
Portfolio Worst ETF bets of 2013 all revolve around doom and the death of the dollar and so forth. Oops! ( IndexUniverse ) How does one value Berkshire Hathaway? ( Morningstar ) Cyclicals are taking the market lead here finally as defensives cool off. ( Focus On Funds ) Dow breaks 15,000, S&P
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To attract high-net-worth clients, offer more than financial planningIn the never-ending search for high-net-worth clients and more assets, wealth managers might want to keep it in the family.Advisers catering to the wealthiest clients aim to provide comprehensive advice to those investors and wield influence by being aware of what's going on with clients' assets —
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When marketing to women, be clear about what you doFinancial advisers seeking to build a niche practice have one overarching need — the ability to prove they have the expertise that members of that niche need.The brand an adviser creates with a website, events, social media and other promotional messages should focus on how the adviser addresses
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Advisers pitching 401(k) plans: Do your homeworkAs more advisers jockey for 401(k) business, they'll have to find different ways to stand out among prospects and win new plans.Research from Franklin Templeton Investments shows that plan sponsors turn to referrals from peers to uncover advisers they'd like to work with rather than responding
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Relocating to the 'land of brand'Marketing messages do count: What potential clients perceive drives their reality
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How top-performing advisory firms got thereBest of the best share some of the same attributes; the business is a business
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When it comes to attracting new clients, same old story for advisersInvestmentNews/Moss Adams study reveals that firms are doing a poor job of building up their book of business
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Potential clients' top question for advisers: What's in your wallet?Investors want to know how much money advisers make off transactions —and if they push more expensive products as a result
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Finra set to hike a slew of feesFinra has announced a series of fee hikes. As expected, the Financial Industry Regulatory Authority Inc. this week detailed rate increases for advertising reviews, corporate-financing approvals, CRD filings, and membership and branch-office registrations. The changes are contained in Regulatory
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Not playing golf a big handicap for female advisersWant to improve your relationships with your clients, increase your exposure to new potential clients and generally open up opportunities to expand your business? Learn how to swing a golf club, keep your head down and follow through toward your target. “Get out on the golf course. That's where the
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Courting Gen X now Plan A for advisersTargeting children of existing clients crucial for firms eager to prosper long-term; there is no Plan B
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Female clients more likely than men to make referralsStudy shows women much more amenable to recommending their advisers to friends and family
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Women & investing: A note from the editorThere is no doubt that women investors represent a tremendous growth opportunity for financial advisers. However, study after study shows that women are not being serviced or paid attention to as much as they should be by advisers.
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Where'd all the referrals go?Not thrilled by returns on their own portfolios, fewer clients are willing to provide leads for advisers, says one expert
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Advisers: Can you pass the 'trust fall' test?
If your best conversations with your clients' wives take place at annual holiday parties, that relationship may come to an abrupt end at a time you least expect — right after your client's wife becomes a widow.
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