Practice Management (176)
Surging Real Estate Creates Opening for FAs
- Saturday, 23 March 2013
- Practice Management
- Written by Staff Writer
A recent Wall Street Journal article, which cites CoreLogic data, reported that 21.5% of American homeowners were underwater at the end of the fourth quarter, compared to 25.2% at year-end 2011. The term ‘underwater’ refers to mortgages that have debt values exceeding home values. It can be difficult to refinance a mortgage that is underwater, as many lenders finance less than 80% of the value of a home, although HARP, or the Home Affordable Refinance Program, has helped address that problem with certain homeowners. Read more...
3 Reasons a ‘Thank You’ Isn’t Just Good Manners
- Saturday, 16 March 2013
- Practice Management
- Written by Staff Writer
From our early childhood days, we are taught that expressing gratitude is simply a matter of good etiquette. Yet, many financial advisors fail to realize that expressing gratitude is an important part of the prospecting process.
Read more...Morgan Stanley Expands International Reach
- Saturday, 16 March 2013
- Practice Management
- Written by IAW News
Morgan Stanley has acquired a minority position in Auerbach Grayson, a broker dealer with operations in 130 countries, reports Fox Business.
Read more...Advisors Lack Long-Term Business Plans
- Saturday, 16 March 2013
- Practice Management
- Written by IAW News
Among respondents to a recent SEI Investment Company survey, 68% of advisors say they have no business succession plans even though the majority of advisors are older than 50 years old, reports 4-traders.com.
Read more...For Long-Term Success, Manage Client Beneficiaries
- Saturday, 02 March 2013
- Practice Management
- Written by Staff Writer
Professional ice hockey star Wayne Gretzky once said the secret to his success was anticipating where the puck was going in order to get an ideal location on the rink rather than reactivley chasing the puck with hopes of out-skating other players.
Read more...Advisors Increasingly Working as Teams
- Saturday, 02 March 2013
- Practice Management
- Written by IAW News
Recent Cerulli Associates research found that 69% of investment advisors worked as teams in 2012, compared to 61% in 2011, reports Financial Planning.com.
Read more...Strengthen Client Relationships by Spotting Unhealthy Investor Patterns
- Saturday, 02 March 2013
- Practice Management
- Written by IAW News
Advisors would be well-served to look for and correct clients’ unhealthy investing behavior, reports Morninstar.com.
Read more...Advisory Firms to Loosen Purse Strings
- Saturday, 23 February 2013
- Practice Management
- Written by IAW News
Among advisory firms surveyed by the Financial Planning Association, two-thirds say they expect to boost employee compensation during the next 12 months.
Credit Counseling Can Boost the Advisor-Client Relationship
- Friday, 08 February 2013
- Practice Management
- Written by Staff Writer
As all advisors know, their success is linked to the financial success of their clients. Better finances can lead to higher account balances. That’s why providing credit counseling can be a powerful way for advisors to grow their business.
Read more...Grow Assets by Mining Clients’ Tax Returns
- Saturday, 02 February 2013
- Practice Management
- Written by Staff Writer
Face it. Tax season is a headache. Taxpayers must gather up relevant documents and decipher confusing instructions to complete their returns or turn to the assistance of accountants.
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