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Adviser's Consultant: Provide these services to attract younger clients

January 26, 2017

Many who become Pamela Capalad's clients tried to be financially informed, but got lost along the way. Most of the others have been financially lost from the beginning and feel like it's their fault. Providing financial advice to people in their...

Is it time for financial advisers to change their messaging around retirement?

January 12, 2017

Many financial advisers specialize in retirement planning and retirement income distribution services. But what if retirement itself is no longer the compelling reason for people to see a financial adviser? Consider this: Individuals who have...

Blogs key to driving traffic to adviser websites, but what topics resonate best?

January 10, 2017

Financial advisers seeking to grow their businesses should carve out more time for writing, as blogs have become an essential tool for finding new clients. “Blogs are vital for firms that want to use their websites to grow their businesses,”...

RIAs embrace the collegial world of study groups

January 9, 2017

One might assume the last thing a busy financial adviser would want is another meeting on the calendar. But when it comes to organized study groups with industry contemporaries, it seems RIAs can't get enough. “The RIA market is extremely...

Retirement coaching could improve post-career happiness

January 5, 2017

Helping clients prepare for the giant step of retiring can require more than a focus on finances and an ad hoc discussion about hobbies. For some clients, a successful retirement may demand specialized coaching from a growing number of professionals...

Advisers can help clients keep their 2017 financial resolutions

December 28, 2016

Money-related resolutions are second only to weight loss pledges this time of year, but there are ways financial advisers can help clients retain their financial resolve for longer than they stay off the cupcakes. Advisers can help clients set...

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...

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,...

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,...

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,...

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