Time To Step Up Marketing Efforts In Pursuit of Newly-Available Clients
“I’ve never seen so many people proactively looking for and asking for help ever in my life.”
So said one very experienced investment advisor commenting on the abundant prospects now more open than ever to consider taken on a new wealth advisor.

Most Affluent Investors Stay With Their Advisors
Just months ago, Wealth Management Exchange reported on a spate of surveys that seemed to indicate that many high net worth investors were planning to fire their advisors after suffering heavy losses and a lack of confidence during the financial meltdown of 2008.

Advisors Plan For New Affluent Investment Behavior
Many high net worth investors have changed their behavior as a result of the recent recession, according to a survey by PNC Wealth Management. One third (34 percent) say they are more conservative now, while 59 percent describe themselves as balanced or "moderate risk" investors.

Will Advisor Budget Cuts Affect Services To Investors?
The next few months are shaping up to be a crucial transition period for investors. Most investment strategists believe the markets are recovering and that now is the time to rethink a very conservative allocation style. Besides there is emerging new calls for changes in traditional allocation behavior.

Advisors Urge Investors: Review Your Retirement Plans
The recent market turmoil prompted many investors to concern themselves more with the near term state of their personal wealth. But now that the markets have rebounded and the economy has at least stabilized, investors are being urged to review their retirement plans.

Investors Can Expect More Transparency From Wealth Managers
Wealth managers who are trying to regain the trust of their investor clients will have to be more transparent. Profits for wealth managers nosedived in the wake of unprecedented financial turmoil, investment scandals and the world wide wealth decline, according to a new report published by PricewaterhouseCoopers LLP. Damage has been done to the critical element of trust at the heart of the relationship between affluent clients and wealth managers.

Conflicts of Interest and the Trusted Advisor
The advisor/investor relationship contains ripe territory for real or perceived conflicts of interest. With proper handling, these potential pitfalls can be resolved before they sabotage the success of a financial plan.

Trust Equity: Critical Link Between Investors and Advisors
Trust builds equity between investors and advisors. Wealth advisors today are giving more attention to what is being termed "life planning," or "client-centered planning," to help establish trust with investors.

Wealthy Investors Plan More Allocations To Real Estate
Are affluent investors still interested in property as an asset class? Yes, according to new survey by Barclays Wealth. In spite of the recent turmoil in real estate twice as many respondents (35 per cent) say they plan to increase their property allocation over the next two years, compared to those planning to decrease it over the next two years (17 per cent). Entitled 'Prospects for Property: On Solid Foundations?', the report surveyed more than 2,000 high net worth individuals across different markets globally.