It's a fact: The biggest financial advisors, in terms of assets under management, are wirehouse advisors. Actually, when we began this top advisor list back in September 2002, only a couple of spots were filled by regionals (Legg Mason, for...
Many years ago our research on the affluent led us to investigate wealth management teams. We turned our focus to teams simply because it became obvious that it was difficult (if not impossible) to manage the entirety of an affluent client's...
Two years ago, Tom Lydon, a small independent advisor running an 11-year-old practice, launched a blog about Exchange Traded Funds (ETFs). Now, he's wondering how to expand that effort without hurting his ability to work with his clients. For...
Sure, you've got rock bands and artists advertising themselves through profiles on social networking websites like MySpace, but financial services firms? Yup, and some say it could even the business. The Online Banking Report just published Social...
Most financial advisors lust after rich people. Lust is perhaps an arresting choice of words, but it does accurately describe the intensity of desire an advisor suddenly feels when a liquid millionaire is referred to him. This is precisely what...