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Top minds in financial advice share their resolutions for 2017

December 28, 2016

InvestmentNews polled the 2016 Women to Watch awardees and some of the industry’s standout young professionals highlighted in our 40 Under 40 this year and asked them to report their 2017 resolutions, both in their professional and personal...

How financial advisers can get unstuck in the New Year

December 27, 2016

Most financial advisers started their firm because they had a dream for a different life and a vision of how to get there. They're passionate, ambitious and committed to building their new venture. Fast forward a few years and, in all too many...

RIAs find it easy to justify spending more on technology in 2017

December 27, 2016

Technology is a necessity in the modern financial advice industry, and not staying ahead of it is essentially the same as ignoring it altogether. “There is no way we will become robo advisers, but we have to create a digital experience because...

Lessons from Google: How advisers can maintain relevance in a changing world

December 12, 2016

Recently I had a fascinating visit to the Google headquarters to spend the morning with their marketing and ideation folks. Google's perspective on how mankind gathers and shares information is illuminating and can teach us all something about...

How advisers can connect with what's most important in clients' lives

December 12, 2016

Life stage strategies can help financial advisers deepen client relationships and develop unique competitive advantages. A financial adviser is getting ready to meet with two clients. On paper, they look almost identical. They are both male,...

Aspiriant picks up $850M Silicon Valley RIA

December 12, 2016

The growth continues for Aspiriant, as the Los Angeles-based advisory firm is about to lock up its third RIA transaction in a year, with at least two more deals slated in coming months. In the latest deal, which is expected to close Jan. 31,...

Check these guys out, not just boomers and millennials

December 7, 2016

Generation X remains largely invisible to financial service providers, who continue reaching out to serve baby boomers and millennials, but tend to forget about the 35 million people in between. Reseach firm Cerulli Associates said advisers...

Kellyanne Conway gives advisers some lessons from Trump's victory

December 6, 2016

When a last-minute scheduling conflict prevented SkyBridge Capital founder and outspoken Donald Trump-supporter Anthony Scaramucci from meeting a speaking commitment Tuesday morning in Miami, attendees of the MarketCounsel Summit were given...

Robos to make banks a bigger competitor in advice market

December 2, 2016

Financial advisers may find they are increasingly competing with banks and credit unions for new clients, as more of these traditional savings institutions deploy robo advisers for customers. Although most aren't yet offering access to digital...

How advisers can use technology to calm clients' post-election jitters

November 22, 2016

The election is behind us and we have a new administration ahead of us. Whether you or your clients are celebrating or lamenting, your job is to inform and help clients with planning for the future. Based on campaign promises and party platforms,...

Advisers worry about clients leaving them over fees

November 11, 2016

Wealth managers serving high-net-worth individuals and families are feeling pressure to cut fees in order to hang on to their clients. While the majority of financial advice providers said they did not change what they charge clients over the...

Technology guide for firms that turn to next gen clients

November 7, 2016

Along with many in the industry, our firm is increasingly open to the idea of finding innovative ways to establish profitable relationships with tomorrow's life blood of our industry — young clients. To that end, my firm BerganKDV Wealth Management,...

Mystery shoppers can show advisers what's turning off prospects

November 1, 2016

Fidelity Investments is encouraging advisers to deploy undercover “mystery shoppers” to help firms learn more about their business development shortcomings. The Boston-based company said one financial adviser used this approach to discover...

Advisers finding more social media success

October 13, 2016

Financial advisers are increasingly comfortable tweeting and posting to Facebook and LinkedIn as securities regulators have made their expectations about social media more clear. Advisers are finding success using social sites to cull prospects,...

Adviser's Consultant: Crafting prospects via radio won't work forever

October 3, 2016

Ryan Payne does things a little bit differently, so it's no surprise that he has some pioneering marketing and business development plans. Mr. Payne started his advisory firm Payne Capital Management in 2008 after spending eight years with Merrill...

How financial advisers can write and promote a book

September 6, 2016

Writing a book can do big things for financial professionals. Books reinforce the credibility of the author and can help establish the author as a thought leader and authority figure in the eyes of potential clients, plus it gives you an invaluable...

RIAs must mind details when it comes to advertising

August 11, 2016

Hidden among the more prominent regulatory burdens faced by registered investment advisers is a cache of nuanced guidance from the Securities and Exchange Commission on advertisements, which RIAs must heed in order to avoid a potential enforcement...

Financial advisers not as popular with millionaires as you'd think

August 4, 2016

Millionaires are the bread-and-butter clients of financial advisers, but planners may not be doing enough to keep this important clan content, a new Fidelity survey suggests. About 45% of millionaires would not recommend their financial adviser...

Philanthropic advisers and firms named as finalists for Community Leadership Awards

August 4, 2016

The Invest in Others Charitable Foundation and InvestmentNews have recognized the philanthropic efforts of 15 advisers and 10 financial firms, naming them as finalists for the 2016 Community Leadership Awards. The tenth annual awards will be...

Advisers must develop 'simple, repeatable statement of value' to attract clients

July 12, 2016

New prospects are attracted by the relationship they develop with an adviser, rather than being persuaded by an adviser's efforts to portray themselves as the best in the market. “Nobody believes 'better.' They don't buy it,” Maribeth Kuzmeski,...

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