December 31, 2008 More advisors are talking about philanthropy these days, but it’s still an open secret that the clients are often the ones who have to get the ball rolling. And when a rep can’t find a way to make a c... January 31, 2008 Research: What exactly is FOX and what do you do?Benevides: At our core, we are a research and advisory firm that provides service to a broad network of just over 550 entities focused in the family we... December 31, 2007 Research: Tell us about the international retirement survey that The Hartford did.Zlatkus: This is the second year we’ve done it. We asked 6,500 people aged 45 and older in five countries — the U.K., ... November 30, 2007 Research: What’s happening to the way Americans are structuring their financial relationships?Cohen: People have an innate desire for simplicity in their financial service relationships. About 80 perc... October 31, 2007 Research: How should advisors approach the distribution phase?Bernard: Financial security approaching retirement has historically been built on the pillar of accumulation, which is all about maximizin... September 30, 2007 Research: Your 2007 Investor Research Survey delivered some interesting results about attitudes toward retirement. What did you find most exciting about the data?Greer: Our research findings challenge... August 31, 2007 Research: What’s so great about the independent advisory business?Grist: The wirehouse has done a good job keeping this little gem of the industry quiet, but it’s gotten too big to keep under wraps. A... July 31, 2007 Research: How do advisors need to change their business model as their client mix moves from a predominantly accumulation-oriented population toward distribution?Lofties: The wealth management busines... June 30, 2007 Research: Why have individual advisors (and the industry as a whole) been relatively slow to adapt to the post-2006 Pension Protection Act world?Davis: The PPA made substantial changes with respect to... May 31, 2007 Brown: A couple of things come to mind. As the label says, it’s the independence that the advisor is able to enjoy — controlling his or her own destiny. Most advisors who choose this business model wa... April 30, 2007 Stout: My opinion would be yes. Price is really not even the long-term consideration here. I think when you’re buying these kinds of guarantees, particularly in the variable annuities space today, you... March 31, 2007 Pener: Conflict Securities Advisory Group (conflictsecurities.com) is a private, impartial information provider that maintains the world’s only comprehensive database of U.S. and foreign publicly trad... February 28, 2007 Salsbury: I will turn the finger and point to us. Largely because of the greatest bull market mankind ever witnessed, our industry became overly preoccupied with accumulation. Even though the handwrit... December 31, 2006 Macchia: It’s as real as anything can be. There’s no denying that demographics is driving the shift from accumulation to income generation and that the scale of the transition, in both population and ... November 30, 2006 Simmers: The No. 1 challenge — from the Financial Services Institute’s point of view — is to be a constructive voice in the industry. We need to continue our path toward growth in terms of both corpor... October 31, 2006 Zesbaugh: I go right back to the survey on this one. Our data specifically indicated that 50 percent of the women who were surveyed who are making over $100,000 a year still feared becoming a bag lady... September 30, 2006 Anthony: Up until recently, my place in this industry has been about helping advisors build genuine client relationships. Al’s tool attracted me because in the last year, I’ve been hearing a lot of ad... August 31, 2006 Sonnenfeldt: Very often, a security’s volatility is the proxy used for risk, but in a sense, that’s like driving down the road and seeing that the road behind was smooth even though you’re approaching... June 30, 2006 Companies continue to demonstrate how and why their top priority is long-term shareholder income, and business-data provider Mergent has made a name for itself over the last quarter century by uncover... June 30, 2006 Dreffein: NPH is an independent contractor broker-dealer network. We have four broker-dealers: National Planning Corp., which is out of Santa Monica; SII Investments, which is out of Appleton, Wisc.; ... May 31, 2006 Cammack: To give you a perspective on our presence in the marketplace, we have a very large sub-advisory group that has about $40 billion in assets we manage for other companies, and in addition we ha... |