Is Client Advocacy the Necessity du Jour?

October 2003
Journal of Financial Planning;Oct2003, Vol. 16 Issue 10, p16
Academic Journal
This article deals with new research from Forrester, U.S. which reveals that consumers are becoming more mistrustful, insecure and hands-on in their financial lives. Forrester's research shows that almost half of U.S. consumers have dumped their primary financial provider at least once. And 75 percent of investors want to participate in the management of their investments. The Vanguard Group, Fidelity, credit unions and local banks, as well as firms that use advanced technology.


Related Articles

  • Forecast 2003. Sivy, Michael; Garcia, Erica // Money;Jan2003, Vol. 32 Issue 1, p58 

    Presents the author's opinion on investments and finance. We always urge investors to step back from the frenzy of daily market swings and consider the big picture. The trouble is, there is no big picture today. Investors trying to figure out the current stock market are faced with chaos and...

  • Study: investors back more companies.  // Medical Device Daily;11/3/2009, Vol. 13 Issue 212, p7 

    The article focuses on a study concerning investments in 2009 conducted by the Center for Venture Research at the University of New Hampshire in Durham, New Hampshire. Findings suggested that investors across the U.S. had lower spending but backed more companies in the first half of 2009...

  • REIT Yields Topped Every Equity Sector. Ackermann, Matt // American Banker;1/19/2010, Vol. 175 Issue 9, p7 

    The article reports that the National Association of Real Estate Investment Trusts issued a report finding that real estate investment trusts had a higher rate of return than investments in any other form of equity during the 2000s. The return on the trusts was compared to three separate stock...

  • The Future of PFM and Mobile Strategies. sTROzNIAK, PETER // Credit Union Times;4/10/2013, Vol. 24 Issue 14, p8 

    The article focuses on the trend wherein consumers turn to their smartphones and tablets to manage their money in the U.S. The trend could make personal finance management tools mainstream and the integration of personal financial management (PFM) tools to a mobile strategy opens opportunities...

  • The Ad Market. Cardona, Mercedes M. // Advertising Age;7/21/2003, Vol. 74 Issue 29, p8 

    This article presents information on the status of the advertising industry in the U.S. as of July 21, 2003. Consumer spending makes up two-thirds of U.S. economic activity, and consumers have become more conservative spenders during this recession, to marketers' dismay. For the first time in...

  • Ed Filene Once Again Reaches Out to Teach Cooperative Imperatives. Meyer, Mark // Credit Union Times;1/14/2009, Vol. 20 Issue 2, p16 

    The article presents the opinion of the author about the contribution of businessman Edward Filene to the credit union movement. He states that Filene always gave stress on three cooperative imperatives, research and development, saving, and social responsibility. He describes Filene as an...

  • Wanting More Control, Investors Turn to Self-Directed Options. SAMAAD, MICHELLE A. // Credit Union Times;4/10/2013, Vol. 24 Issue 14, p9 

    The article presents a report from Celent LLC which indicates that the self-directed market has grown 5% in 2012 in the U.S. It predicts that by 2014, active investors and active traders will make up 43% and 6% of the total in the country. The report finds that more women will become...

  • THE PROSPECTS UNDER YOUR NOSE. Walper Jr., George H.; McBreen, Catherine S. // On Wall Street;Sep2006, Vol. 16 Issue 9, p63 

    The article suggests that U.S. financial advisors should learn to court the mass affluent as potential clients since this market is considered millionaires-in-the-making. Mass affluent are defined as those U.S. consumers who have at lease U.S. $ 100,000 but less than U.S. $ 1 million in...

  • Feel like shopping? Wilson, Amy // Money;Nov2003, Vol. 32 Issue 12, p27 

    The author considers whether consumer confidence is increasing. The two major measures of U.S. consumer confidence--the University of Michigan's index of consumer sentiment and the Conference Board's consumer confidence index--dropped again in September. Since it's the consumer who has kept our...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics