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Managing client expectations is a big part of an adviser's job

May 6, 2017

In recent surveys reporting the challenges faced by advisers, managing expectations and servicing and attracting new clients lead the list. Having talked in this column about the ways advisers hold themselves back when it comes to attracting...

Envestnet Tamarac launching new apps for advisers' clients, one with AI

May 4, 2017

Envestnet Tamarac will make financial apps available to advisers' clients over the summer that can help them budget for monthly bills and other expenses and show them their total net worth, including assets held away from the adviser. The Chicago-based...

3 missteps that could stunt financial advisers' growth

May 1, 2017

Growth ambitions can easily cloud smart judgment calls. Sometimes advisers forget to look before they leap when they want to land a new deal or venture. And what happens next can result in wasted expenditures, hidden costs and ineffective results....

Integration—The Holy Grail of Financial Technology

May 1, 2017

Integration means different things to different people, but in our industry, I liken it to the holy grail of financial technology. Why? Integrated systems improve efficiency, allowing you to, for example, input a piece of data once and automatically...

How to handle getting fired by a client

May 1, 2017

Unlike fishermen, financial advisers don't typically boast about the one that got away. But when pressed to reflect on the times they've been fired by clients, the stories can be insightful, educational and even entertaining. "In 28 years, I've...

Encourage financial literacy by speaking to clients' emotional priorities

April 26, 2017

Despite its crucial importance, financial literacy continues to be an intimidating topic — not just for savers across the age spectrum, but for professionals who are in a position to help address the problem of financial illiteracy across...

5 counseling steps to make better financial planning clients

April 24, 2017

Widely viewed as the softer side of financial planning, financial counseling is gaining traction as the latest adjunct to holistic advisory practices. Some firms are using counselors for referrals, while others are employing techniques to get...

Financial counseling adds new area of expertise to financial advice industry

April 21, 2017

Most financial advisers are well versed in areas like asset allocation, tax management and performance calculations, but tend to be less fluent when it comes to talking to clients about things like spending habits, budgeting and a general relationship...

6 reasons culture breaks down at an advisory firm

April 12, 2017

The culture of a firm is what makes clients and employees want to join and stay, but business growth and some other factors can threaten even the strongest firm culture, said Ben Harrison, head of business development and relationship management...

Financial advisers should focus on millennials, not baby boomers, says J.D. Power

April 6, 2017

For advisers looking for money in motion, it's time to stop concentrating on baby boomers and focus on attracting millennials — and retaining them. That's the message in the results of the latest J.D. Power Full Service Investor Satisfaction...

Top 10 financial firms ranked by investor satisfaction

April 6, 2017

Which financial firms make investors happiest? J.D. Power once again set out to answer that question with its annual “U.S. Full Service Investor Satisfaction Study.” Financial firms were ranked based on a January 2017 survey of 6,500 investors...

Be vigilant about scams and fraud involving elder clients

April 3, 2017

With the aging of baby boomers, advisers are warned to be vigilant about financial elder abuse, fraud and scams. The National Adult Protective Service Agency reports that more than one in 10 (11%) of seniors have been financially abused or exploited...

Advisers must seize opportunity to deliver best-interest advice to clients

April 3, 2017

Regulatory uncertainty surrounding the U.S. Department of Labor's fiduciary rule is top of mind for financial advisers and investors alike, and for good reason. What was once expected to be a swiftly-implemented rule has now been delayed and...

How independent broker-dealers can help advisers win new clients

April 3, 2017

Through the years, one of the differentiating elements of the independent retail financial advice space has been that independent financial advisers are almost entirely responsible, at the end of the day, for engaging and winning new client...

The Right Approach for Finding the Right Senior Partner

April 1, 2017

For millennials looking to launch a career as a financial advisor, it truly is the best of times and the worst of times. Demand for young professionals who can attract young clients is at an all-time high and expected to grow. On the flipside,...

Lessons advisers have learned on preventing elder financial abuse

March 31, 2017

Sixty-two percent of financial advisers surveyed by InvestmentNews have seen or suspected financial abuse of an elderly client at least once, but 56% of those respondents did not report their concerns. Here are some of the lessons advisers have...

Salesforce adds CRM features to help advisers grow businesses

March 28, 2017

Salesforce is unrolling new tools for financial advisers who use its cloud-based client relationship management system to help planners draw out new business opportunities with clients. Several new upgrades to its Financial Services Cloud, which...

Should your firm offer a robo-advice platform? Here's what your peers are doing

March 23, 2017

The latest research from InvestmentNews finds that offering a robo-advice platform may not be right for all advisory firms, but all firms can learn how to harness technology to offer innovative service. The following is an excerpt from the "2017...

10 surprising adviser tech trends

March 20, 2017

Advisers disclose who makes their technology spending decisions and where those dollars are being directed in the 2017 InvestmentNews Adviser Technology Study released Monday. This year, clients are playing a leading role in how the nearly 300...

Help wealthy clients to avoid deadbeat kids

March 17, 2017

Wealthy Americans who have worked hard for their financial success often have difficulties instilling in their children the same hard-working conscientiousness that helped them achieve financial success. Financial advisers can play a role in...

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