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To see the future of wealth planning, look to your car

October 5, 2017

People, supported by technology, are going to chart new futures that draw upon a dynamic mix of planning, budgeting and tax-smart portfolio management. Traditional wealth planning is a challenge for both the client and the financial adviser....

The Dating Game: How to Find a Continuity Partner

October 2, 2017

As an advisor, you know the value of having a continuity partner. In the event you become ill or otherwise unable to participate in the business, your partner can step in to ensure client service continuity, keep your staff informed, and protect...

Advisers discover what investing innovations are coming their way

September 30, 2017

Creative innovations coming out of the investment world will provide financial advisers with outstanding new tools to use with clients in coming years, such as portfolios that mimic a client's personal index. Advisers attending the premiere...

USAA sets sights on financial advisers

September 30, 2017

If you're looking for a financial company with military expertise, you don't have to go much further than USAA, the San Antonio, Texas, insurer and mutual fund company. USAA's mutual fund family grew out of its insurance arm, and launched in...

Philanthropic advisers: Making a difference in the lives of others

September 30, 2017

Financial advisers have once again received well-deserved accolades for their outstanding and inspirational volunteer work.

Armed forces personnel need the help of financial advisers

September 30, 2017

Last year, when financial planner Christy Raines helped a military widow invest part of a life insurance death benefit, it underscored both the challenges and the need for financial planning among the nation's vast military community. "A lot...

Fidelity has 'real need' to recruit more women, Johnson says

September 27, 2017

For people well-schooled in the relationship between supply and demand, here's one Fidelity Investments may not have seen coming: The demand for female financial advisers outstrips the supply. Women customers often ask to work with female advisers,...

Dividing retirement assets when divorcing abroad

September 25, 2017

The millions of Americans who live and work outside of the United States face unique and challenging planning issues due in large part to their native land's unique tax policies on citizenship-based tax residency and the many special tax and...

How advisers can become small business exit planning specialists

September 20, 2017

Now that we have entered a fiduciary era, it's pretty clear that the most successful financial advisers will focus on creating an advice-centric experience for clients, as opposed to a transactional relationship that emphasizes product sales....

The role of an adviser when the unexpected happens

September 19, 2017

When Hurricane Harvey hit Southern Texas, few could be truly prepared for the destruction brought on by the never before seen deluge of rain. Two weeks later Hurricane Irma destroyed several Caribbean islands and swamped Florida as the biggest...

A special need for financial advice

September 16, 2017

Ellen Rice's father died suddenly this year, and she was surprised to discover he'd left her $1.6 million in property and investments. He had envisioned the inheritance would be a great blessing for a daughter who has struggled financially to...

Help special needs families get started on a lifetime of planning

September 15, 2017

Managing editor Christina Nelson talks with special projects editor Liz Skinner about specialists who say any adviser can and should get the financial ball rolling for people in this community.

Cerulli: Advisers increasingly outsourcing portfolio management

September 14, 2017

Investment advisers are increasingly outsourcing portfolio management and concentrating on building client relationships, according to a study by Cerulli Associates. Outsourcing has three advantages, according to Cerulli, and the first is that...

Help clients make a swift evacuation from Hurricane Irma with this checklist

September 7, 2017

Planning ahead for an unexpected storm or fire can help protect your clients' personal and financial well-being. Consider these recommendations for sharing with clients to help them protect important documents and make a swift, safe evacuation....

Ask the Ethicist: How can advisers best disclose conflicts of interest related to compensation?

September 5, 2017

Q: I provide financial planning and investments as a dually-registered person with an insurance company. I offer financial planning advice as an investment adviser representative of the insurance company affiliated registered investment adviser....

Financial advisers in Harvey's path ride out the Texas storm

August 28, 2017

Financial advisers and their clients are weathering Tropical Storm Harvey in classic Texas style: by hunkering down and helping each other as much as possible. "A lot of people are checking in to see how other people are doing, but nobody is...

Understanding — and overcoming — your clients' behavioral biases

August 24, 2017

The following is an excerpt from a new white paper, “The road to retirement success”, which was co-developed by the InvestmentNews Content Strategy Studio and Great-West Financial®. To view download the full white paper, click here. Building...

Despite misleading ads, annuities can be critical for lifetime income planning

August 23, 2017

If you're in the annuity industry, a client has probably walked into your office with preconceived notions about annuities for retirement planning, partly due to some critics' opinions on annuities that may not consider the needs of everyone....

The future looks very different

August 19, 2017

What's next? Is the past prologue?

8 ways to enhance client meeting preparation to boost outcomes

August 18, 2017

Advisers who rethink the way they prepare for client meetings can use them as opportunities to generate new business opportunities and to strengthen relationships. Practice management experts John Anderson, managing director and head of practice...

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