online survey

• Phoenix Report Shows Channel Distinctions

  By Janet Levaux  |  April 29, 2013

  There’s no question that financial advisors follow mutual fund and exchange-traded fund companies very closely, and it’s an equal certainty that among those fund firms, advisors have their favorite mutual fund and ETF brands.

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  Mobile Technology ‘Distracting’ From Long-Term Planning: Northwestern

  By John Sullivan, AdvisorOne  |  April 19, 2013

  Respondents across all generational cohorts are increasingly distracted by technology.

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  Top 10 Fund Brands: RIA, IBD, Wirehouse Advisors’ Favorites

  By Joyce Hanson, AdvisorOne  |  April 3, 2013

  When it comes to naming names, advisors predictably pick all the big fund firms as their favorites. But look at Phoenix's survey more closely, and fascinating patterns are revealed.

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  Young(er) Advisors + Old(er) Advisors = (More) Successful Advisors

  By James J. Green, AdvisorOne  |  February 8, 2013

  Pershing study, analysis and an advisor’s own experience show how the advisor demographic challenge can be solved to everyone’s benefit—including clients.

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  Philanthropy Changes as Rising Generation of Donors Emerges

  By Michael S. Fischer  |  January 29, 2013

  The next generation of high-net-worth donors will make philanthropy more impactful, more hands-on and more networked, according to a new study.

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  CPAs Take Dim View of Nation’s Fiscal Health

  By Gil Weinreich, AdvisorOne  |  January 9, 2013

  CPAs are normally a staid bunch, but members of the largest accounting group are over the edge about the nation’s fiscal cliff.

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  What Works in Client Communications? Getting Personal

  By Allen Williamson  |  December 12, 2012

  Spurred by the financial crisis and recession, advisors now favor more high-touch communications with clients, including in-person meetings and telephone calls.

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  Best Practices of Successful RIA Firms

  By Allen Williamson  |  November 14, 2012

  Aiming for consistently high growth, profitability and performance is almost guaranteed to make your firm better.

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  It’s Still the Economy, Stupid: TD Ameritrade Poll Ahead of Election

  By Joyce Hanson, AdvisorOne  |  November 1, 2012

  Retail investors named three issues as weighing heaviest on their confidence in the stock market, according to TD Ameritrade's Investor Sentiment Poll.

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  Increased Volatility Raises Retirement Worries, Boosting Need for Advisors: Natixis

  By Joyce Hanson, AdvisorOne  |  October 17, 2012

  Natixis Global Asset Management's David Giunta says advisors are best positioned to guide investors through the complexities of durable portfolio construction.