advisors

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  Most advisors view regulations in negative light

  By Warren S. Hersch  |  May 21, 2013

  More than 7 in 10 financial service sales professionals identify rigid legal, regulatory or oversight rules as the two top negative elements of their job, according to a new report.

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  Americans’ trust in advisors declines

  By Warren S. Hersch  |  March 25, 2013

  In 2012, 21 percent of Americans placed “very high trust” in their financial advisor versus 24 percent in 2010.

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  Mutual funds top products used by advisors

  By Warren S. Hersch  |  March 7, 2013

  The majority of advisors use mutual funds, common stock, ETFs and variable annuities.

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  Nationwide: advisors need to talk with clients about healthcare costs in retirement

  By Warren S. Hersch  |  October 30, 2012

  Nearly six in 10 advisors surveyed say their clients are interested in talking about health care costs in retirement, but more than half say discussing their clients’ health is “challenging.”

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  BMO Nesbitt Burns: Investors Most Value Honesty, Trustworthiness and Knowledge of Advisors

  By Warren S. Hersch  |  August 13, 2012

  The study also shows that more than two-thirds (69%) of Canadian investors have used the services of a financial or investment advisor within the past 12 months.

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  BMO: Fewer than 1 in 5 Young Adults Have Connected with an Advisor about Retirement Planning

  By Warren S. Hersch  |  August 1, 2012

  The study finds that three in four young adults (76%) have discussed retirement planning with someone. But few (17%) have spoken with a financial professional. By comparison, more boomers tend to consult financial professionals (41%).

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  Vanguard Earns Highest Ratings as an ETF Provider in Cogent Study

  By Warren S. Hersch  |  July 30, 2012

  The Vanguard Group, Malvern, Pa., now tops the field of providers of exchange-traded funds in favorable impressions among financial advisors, according to new research.

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  Cerulli: Significant Percentage of Advisors Haven’t Designated a Successor

  By Warren S. Hersch  |  July 6, 2012

  The survey finds that more than one in five advisors (21%) have not solidified an outside buyer for their practice. An additional 11% say their firm will reassign their clients in exchange for compensation.

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  Survey Finds Investors Trust Financial Advisor More than Primary Doctor or Accountant

  By Warren S. Hersch  |  June 6, 2012

  A new survey finds that investors trust their financial advisors more than their primary doctor or accountant.

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  Anticipate and Prepare: 7 Trends Facing the Retirement Industry

  By Dan Hall  |  May 3, 2012

  Advisors are facing a new set of challenges and opportunities this year in the retirement industry — from added pressure on margins due to fee sensitivity to increased employer demand to demonstrate value through measurable results.