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Say goodbye to IBDs, and hello to 'IAB firms'

November 13, 2017

Sometimes inertia wins the day on issues such as nomenclature. Perhaps one of the most obvious examples of this can be found in how many independent firms across the retail financial advice space continue to describe themselves as an "independent...

Behavioral finance can attract fee-based assets

November 8, 2017

Most independent firms agree that successful adviser practices in the future must become more effective in gathering fee-based advisory assets. But from there, industry views diverge. For some firms, it's solely about providing the latest technological...

Finding common ground with clients from different ethnic groups

October 19, 2017

Investing involves money and money is personal. This business changes constantly, but what always remains the same is building trust and strong relationships with your clients. It's the key to growing your business. The best relationships are...

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....

A New Approach: Wealth Management Redefined

October 19, 2017

Wealth Management Certified Professional from The American College Studios on Vimeo. The Wealth Management Certified Professional (WMCP™) designation is an advanced specialization in personal wealth and investment management unlike any other...

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.

Let hard data, not gut instinct, define your ideal client profile

October 18, 2017

In an industry based on facts and figures, why is it that financial advisers base most, if not all their marketing data on "gut instinct"? When asked about a profile of their core client, they rarely base their answers on facts, thinking about...

Don't fall for myths about women investors

October 25, 2017

It is time to update some outdated notions about women investors. Many women are highly engaged in financial and investing decisions, they contribute meaningfully to their household income and assets, and they understand their portfolios. Despite...

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...

Financial therapy 'money scripts' can help you beat the robots

October 12, 2017

Why would someone pay a financial adviser to manage their assets when an automated system can do it for less money? To accomplish this, many advisers are beginning to explore the discipline of financial therapy, a relatively new practice combining...

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...

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...

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...

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....

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....

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...

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