Planning and Advice

Cut fees and boost profits

Fewer clients. More productive assets. Following those two principles usually means you’ll be successful. Yet there’s a third principle many advisors don’t talk about openly: discounting fees to attract and keep wealthy clients.

By Melissa Shin |May 22, 2012

8 min read

Bank reps seen as “pushy”, sales focused

Interaction between clients and bank staff continues to be largely product-driven, rather than focused on assessing client needs, according to the latest survey by Dalbar.

By Staff |May 18, 2012

2 min read

Retirement planning crucial for women

Almost half of women have no financial plan, despite their increasing role as financial decision-makers.

By Martha Porado |May 18, 2012

2 min read

Takeaway: Hiring a family member

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |May 17, 2012

1 min read