Talking Point: What Do Clients Really Want?
- Democratizing Data. Simonoff, Evan // Financial Planning;Apr99, Vol. 29 Issue 4, p13
Comments on the entry of financial planners in fee-based asset management. Threat to the profession in 1999; Explanation for the phenomenon that emerged; Details on the way financial services companies have marketed themselves; Consequences of the democratization of information.
- 'Web is way to HNW clients' // Money Marketing;7/21/2005, p8
Reports that the spiraling costs of acquiring high-net-worth clients is persuading more independent financial advisors to use electronic marketing to attract new business, according to research by MDRC Group for Winterthur Life in Great Britain.
- Right Size. Ward, Judy // Plan Adviser;Apr2014, p58
The article discusses the importance for plan advisers to focus on serving the specific needs of market segment. Featured plan adviser is PSA Financial Services Inc. which targets plans with between 20 to 200 million dollars in asset. Services in different markets including micro, midsize and...
- The Treasure Within. WILLIS, BILL // On Wall Street;Nov2010, Vol. 20 Issue 11, p57
The article focuses on the factors that contribute to the success of divisions in the financial services industry established for wealthy clients. The author says that divisions serve as a new firm with different mission. He adds that clients are less confuse about the role of high-net-worth...
- Setting Yourself Apart. SCHUTTE, SCOTT // Financial Planning;Dec2008, Vol. 38 Issue 12, p71
The article discusses how a financial advisor can set himself apart. According to industry data in the U.S., majority of soon-to-retire individuals classified as high-net-worth already have their own financial advisors. The author suggests that under this condition, financial advisors will have...
- RICH MIX. Thomson, James // BRW;5/31/2007, Vol. 29 Issue 21, p30
The article reports that the number of Australian rich list members from the financial services industry has increased from 13 to 18 in 2007. According to the author, one reason for this is that the country's superannuation savings have passed the $1 trillion mark. The author adds that the...
- Advisers push for transparency on platform AUA reporting. Holt, Natalie // Fundweb;8/15/2013, p8
The article reports that financial advisers are urging for more transparency regarding how platforms report their assets under administration (AUA). It states that advisers are asking for it after investment products provider Skandia AB announced that it will examine its platform reporting. The...
- What Young Stars Get Right. BOWEN JR., JOHN J. // Financial Planning;Nov2013, Vol. 43 Issue 11, p33
The article investigates the reasons behind the success of quick starters, or financial advisors who have worked in the asset-under-management (AUM) sector for less than 5 years. According to the article, quick starters are selective of clients who will be profitable and whose needs they can...
- Out of the Rubble. Clark, Bob // Financial Planning;Nov2001, Vol. 31 Issue 11, p0
Comments of the financial planning services being offered by financial planners in the U.S. Need of financial planners to protect the asset of their clients; Professional motives of financial planners with their clients; Economic advantages sought by financial service industry.