ByAllAccounts

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  Advisors optimistic about post-fiscal cliff environment

  By Warren S. Hersch  |  March 26, 2013

  Nearly six in 10 survey respondents say the post-cliff environment creates new opportunities for investment and tax planning.

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  ByAllAccounts: most advisors now use alternative investments in portfolios

  By Warren S. Hersch  |  December 13, 2012

  The survey reveals that 75 percent of advisors have increased their use of alternative investments over the past three years.

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  Survey: Most Financial Advisors Spend Little Time Reaching Out to Prospects

  By Warren S. Hersch  |  August 17, 2012

  The survey reveals that 73% of advisors only communicate with prospective clients once a month or less. Yet, 41% say they plan to acquire between six and 15 new clients next year, while 46% hope to bring on 16 or more.

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  ByAllAccounts: Most Advisors Base Client Selection on Investable Assets

  By Warren S. Hersch  |  July 25, 2012

  The report reveals that 85% of advisors use investable assets to select prospective clients. Far fewer advisors base their selection according to the prospect’s life stage or geographic location (40%), occupation (20%) or age (18%).

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  Survey: Clients Who Get Holistic View Refer More Business, Fire Fewer Advisors

  By Warren S. Hersch  |  April 17, 2012

  The survey finds that more than half of investors (54.2%) who receive a holistic view of their assets have referred their advisor.