Sophie Schmitt

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  Top 10 Wealth Management Trends for 2013

  By Joyce Hanson, AdvisorOne  |  January 25, 2013

  Every year brings its own challenges, but 2013 is likely to be an exceptionally dynamic year for wealth managers, the Aite Group predicts.

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  Young Investors’ Assets and Loyalty Up for Grabs by Wealth Managers

  By Michael S. Fischer  |  August 1, 2012

  With some $40 trillion expected to transition to younger generations in the U.S. in coming decades, wealth managers must grow their online investing capabilities to lure younger investors, according to a study released Monday.

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  CFPs Add Value, Are More Productive: Study

  By Marlene Y. Satter, AdvisorOne  |  August 1, 2012

  Financial advisors who carry the CFP designation add value to their firms, are more productive and provide a higher level of client satisfaction, according to the results of a new study from Aite Group.

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  Advisors Crave More Control Over Asset Management: Aite

  By Joyce Hanson, AdvisorOne  |  November 11, 2011

  'Clearly, advisors crave more control in the asset-management process,' says the Aite Group's report, 'Managing Wealth: Advisor Perspectives on Investment Products and Fee Business.'

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  Where’s Your Compensation Heading?

  By Ellen Uzelac  |  September 29, 2011

  Most financial advisors expect to see a spike in revenue in 2011 but continuing market volatility and a growing unease over Washington have put a chill on any unfettered enthusiasm.

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  Bank Financial Advisor Cross-Selling Is Floundering

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  September 25, 2011

  Are banks and their affiliated broker-dealers fully exploiting cross-selling opportunities?

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  Wealth Management Firms Lack Comprehensive 'Onboarding' Process

  By John Sullivan, AdvisorOne  |  July 11, 2011

  Advisors risk increased client attrition, missed growth opportunities and regulatory peril, according to Aite report.

• Merrill Edge: Competitive Game-Changer, Says Industry Research Firm in Report

  By Janet Levaux, AdvisorOne  |  December 28, 2010