Advisor News

Getting Clients to Take Action

aca_admin — Mon, 09 Jan 2012 20:02:00 GMT

ACA member Connie Stone was featured in the Wall Street Journal article "Getting Clients to Take Action" by Jamie Levy Pessin. Connie explains her approach to working with clients to help them accomplish their long and short term goals.

Advisers stick with BRICs — despite Goldman warning

aca_admin — Thu, 29 Dec 2011 17:16:00 GMT

The InvestmentNews article "Advisers stick with BRICs — despite Goldman warning" by Jason Kephart explores the pros and cons of emerging market funds. ACA member Susan Honig notes, "Moving with every rise and fall of the market is not our policy at all. Emerging markets have their potential and purpose in a portfolio."

Financial Planning for Women

aca_admin — Thu, 15 Dec 2011 13:04:00 GMT

In the December issue of NAPFA Advisor ACA member Linda Leitz wrote the article "Practice Made Perfect: Financial Planning for Women." The article shares some of the content Linda presented as a panelist at the ACA Annual Conference during a session about women and money. ACA members Kathleen Rehl, Jill Gianola and Lillian McKee were also mentioned in the article.

Real estate: Surprising king of noncorrelated assets

aca_admin — Mon, 05 Dec 2011 01:45:00 GMT

The InvestmentNews article "Real estate: Surprising king of noncorrelated assets" by Jeff Benjamin encourages investors to recognize real estate as an important part of a diversified portfolio. ACA member Bert Whitehead notes, “Asset allocation is based on the function of the assets, and in a truly diversified portfolio, there will always be something going up while something else is going down.”

Advisers: Can you pass the 'trust fall' test?

aca_admin — Sun, 04 Dec 2011 17:53:00 GMT

The InvestmentNews article "Advisers: Can you pass the 'trust fall' test?" by Lavonne Kuykendall notes that the key to retaining widowed clients is building deep ties early on. "Widows “need to feel a level of comfort” dealing with their adviser, and that comes from a having “a relationship that is fostered over time," says ACA member Susan Honig.

There are conflicts inherent in assets-under-management pricing

aca_admin — Sun, 27 Nov 2011 16:25:00 GMT

The InvestmentNews article "There are conflicts inherent in assets-under-management pricing" by ACA member Bert Whitehead identifies the flat annual retainer compensation model as a way to avoid most conflicts of interest.

Five ways for financial advisers to raise fees

aca_admin — Sun, 13 Nov 2011 19:55:00 GMT

The InvestmentNews article "Five ways for financial advisers to raise fees" by Lavonne Kuykendall provides five steps that advisors suggest other advisors keep in mind when raising prices. ACA member Bert Whitehead notes that he does not use asset-based fees. Instead he opts for the open retainer model which is calculated based on a less conflicted combination of real estate assets, income, the complexity of the account, time needed, how much responsibility the firm undertakes and investment asset value.

How to Rest Easy in a Crazy Market

aca_admin — Mon, 07 Nov 2011 20:10:51 GMT

The Wall Street Journal article "How to Rest Easy in a Crazy Market" by Michael Pollock provides seven pointers to help investors keep their portfolios on course and their emotions in check. The article features commentary from ACA members Michael Lynch, Marc Vorchheimer, Connie Stone and Joseph Alfonso.

At long last, good news for the housing market

aca_admin — Sun, 06 Nov 2011 20:18:00 GMT

The InvestmentNews article "At long last, good news for the housing market" by Jeff Benjamin discusses the latest trends in real estate. ACA member Bert Whitehead notes, “We're advising clients to take another look at real estate,” he said. “But because all real estate is local, you want to be looking at a market where it has already started to turn.”

Withdraw, Don't Retreat

aca_admin — Tue, 01 Nov 2011 19:25:00 GMT

The Financial Advisor magazine article "Withdraw, Don't Retreat" by Eric Rasmussen shares strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die. The article features commentary from ACA member Joe Alfonso.

Listening First Is Key With Widows

aca_admin — Mon, 17 Oct 2011 18:52:00 GMT

The Financial Advisor blog article "Listening First Is Key With Widows" features ACA member Kathleen Rehl who notes, "In most cases, a widow will switch advisers within a few years after her husband's death."

Patience is key when working with widows

aca_admin — Sun, 02 Oct 2011 18:19:00 GMT

The InvestmentNews article "Patience is key when working with widows" by Jim Pavia features commentary from ACA member Kathleen Rehl specializes in working with widows. “Advisers are often coached to be more efficient in their client work. Generally, that makes sense — so they can see more clients in less time,” Ms. Rehl said.”But with widows, a financial planner will spend more time.”

Winning Over Gen Y

aca_admin — Sat, 01 Oct 2011 18:39:00 GMT

ACA member Joe Alfonso was quoted in the Financial Planning article "Winning Over Gen Y" by Katie Kuehner-Hebert. The article discusses ways that financial advisors are attracting clients from the Gen Y age group.

A Study in Diversity: Women

aca_admin — Sat, 01 Oct 2011 18:24:00 GMT

The Senior Market Advisor article "A Study in Diversity: Women" features ACA member Kathleen Rehl. She recommends creating a gift annuity for spendthrift heirs if a client is afraid that her only child will burn through his inheritance.

Alone...and Confused

aca_admin — Mon, 19 Sep 2011 19:09:41 GMT

The Wall Street Journal article "Alone...and Confused" by Veronica Dagher discusses the special financial planning needs that many widows need and how advisors are adapting accordingly when working with widows. ACA member Kathleen Rehl notes, "financial advisers need to be sensitive to their clients' grief, particularly during the first year."