TITLE

Advisors Want More Help on Joint Ventures

PUB. DATE
August 2002
SOURCE
Journal of Financial Planning;Aug2002, Vol. 15 Issue 8, p25
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article provides information that can be useful for financial planners, as of August 2002. Financial advisors are increasingly focusing on building joint ventures with other professionals, according to a study by CEG Worldwide, which advises financial professionals growing their businesses. Traditionally, advisors who receive practice support from financial institutions most often request sales and marketing help, particularly for attracting private affluent clients. Now, the most requested form assistance is for building joint ventures, especially with certified public accountants (CPA), says ECG. In its most recent survey, 82 percent indicated they were looking for this type of support. An earlier CEG study suggests that this increased interest comes at a time when 75 percent of CPAs either already offer or plan to offer financial services in the next three years, and that they expect to do so, often through strategic alliances with financial advisors.
ACCESSION #
7180379

 

Related Articles

  • The Tune-up. Veres, Bob // Financial Planning;Apr2006, Vol. 36 Issue 4, p35 

    Presents suggestion on how financial planners can serve a broader group of clients without taking on a lot of long-term obligations. Aim of most financial planners to transition their practice from commissions to fees; Importance of practice innovations for financial planners; Illustration on...

  • The Equity Puzzle. Reinhart, Len // Financial Planning;Apr2006, Vol. 36 Issue 4, p39 

    Emphasizes that stocks are a critical component of lifetime investment which investors should properly appreciate. Challenge facing investment advisors whose wealthy clients need a 30-year lifetime investment plan that will address the complicated needs of the active retirement years they...

  • HELP DESK. McGinnis, Steven K. // Financial Planning;Feb2004, Vol. 34 Issue 2, p79 

    Provides answers to compliance and regulatory questions in the financial planning industry. Advice on starting a financial planning business; Tips on supervising a financial planner.

  • How to Choose: A Financial Planner.  // GQ: Gentlemen's Quarterly;May2005, Vol. 75 Issue 5, p84 

    Offers advice on choosing a financial planner. Reasons for hiring a financial planner; Services offered; Selection of candidates; Obtaining referrals; Creation of a shortlist of planners for interview.

  • Lead With Your Strengths. COLBECK, TODD // On Wall Street;Mar2013, Vol. 23 Issue 3, p41 

    The article suggests that financial advisors use their innate skills or personal strengths in order to improve their practice. It notes that imitation-style training only works if the advisor have the same strengths as the trainer. The author says that advisors need to know their strengths,...

  • United States : RIAs See 12% Growth in Long-Term Mutual Fund and#38; ETF Assets in First Half of 2014, According to Broadridge.  // TendersInfo News;8/2/2014, p1 

    The article discusses the results of a report from the Broadridge Financial Solutions Inc. It mentions that the report reveals that registered investment advisors (RIAs) increased long-term mutual fund and ETF assets under management by more than 12 percent in the first half of 2014, signifying...

  • Financial Advisors.  // Las Vegas Business Press;2004 Book of Lists, p53 

    Lists the largest financial advisors in Las Vegas, Nevada ranked according to number of financial advisors. Morgan Stanley; American Express Financial Advisors; Tri-Star Management Inc.

  • OUTSIDE THE GRID. Olsen, Pat // On Wall Street;Dec2008, Vol. 18 Issue 12, p80 

    The article discusses the decreasing number of advisors to guide people in financial planning. With the decline of defined benefit plans, it says, the retirement landscape has changed. Training advisors, it adds, is teaching them to understand the basics, to focus on savings and to understand...

  • Tenet adds 250 RIs in just two months.  // Money Marketing;11/4/2004, p28 

    Report that independent financial adviser group Tenet has increased its adviser numbers without including acquisitions by 10 percent. Total number of advisers the group has; Mention of the tough conditions that independent financial advisers are facing in consolidating the marketplace as the...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

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

Try another library?
Sign out of this library

Other Topics