Results for "next gen"

Displaying 169 results

Sort: Date | Relevance

Author:

In financial planning, the details can create or destroy your career

October 5, 2014

I've always been a firm believer that success is created and destroyed in the details; it's one of the reasons I thought I would make a good financial planner. While at Virginia Tech, our academic adviser would tell us that advisers wanted their...

What I didn't expect about being an adviser

October 5, 2014

“I'm calling today to introduce myself.” That is how I begin 90% of my conversations. The other 10% are opened with, “Did I catch you at a bad time?” As a 20-something, first-year, inexperienced financial adviser going up against an...

Pimco-Bill Gross saga continues to pique advisers' interest

October 4, 2014

Advisers continue to eat up each new development in the aftermath of Bill Gross' stunning departure from Pimco, though other big stories also resonated with the InvestmentNews audience this week. A new robo-adviser offering from two financial...

Finding a young adviser for your team

September 28, 2014

Grace Kvantas is a 25-year-old budding financial planner from North Carolina — and she's in high demand. Advisory firms around the country are looking to hire young professionals like her to help them take on some of the increased tasks of...

Advise Millennials. They may save your practice.

September 25, 2014

If there's one thing advisers who work with Millennials share, it might be that their peers think they're crazy. “A lot of people thought we were insane — with the golden age of baby boomers coming, why on earth would you want to work with...

Wealthfront has 'best shot' to remain leading digital disruptor: Forrester

September 17, 2014

Low fees, fast asset growth, word-of-mouth marketing and a strict focus on Millennial investors have made Wealthfront the fastest-growing digital investment platform, according to a new Forrester Research Inc. report published this week. “Having...

Debunking 3 big myths about robo-advisers

September 17, 2014

“Robo-adviser.” The phrase prompts mixed reactions, and its emotional overtones vary wildly in the minds of readers. A traditional adviser, spitting the word out with derision, can make “robo” sound like the “near” in “near beer.”...

How advisers can help solve the student loan crisis

September 8, 2014

With student loan debt officially reaching the trillions, the U.S. Executive Branch, the Consumer Financial Protection Bureau and the general public are worried about the effect of this massive debt on the American economy — and they should...

Morgan Stanley bets big on stocks

September 2, 2014

Morgan Stanley gets ultra-bullish, says the S&P's 200% climb off the bottom is just the beginning. S&P at 3,000 is possible Millennials are losing ground in retirement planning by living in the moment. Financial advisers have their work cut...

5 lessons learned after one year running a financial planning firm

August 28, 2014

It's hard to believe it, but my financial planning firm, Workable Wealth, officially turns 1 this week! Just 12 months ago, the website went live after months of prep work and paperwork, and the (virtual) doors opened as I welcomed my first...

CloudStock web startup brings young investors and advisers together

August 28, 2014

A web startup created by a group of 20-somethings is using social networking and gamification to teach young investors about the stock market and connect them with investment professionals. Called CloudStock, the social-networking platform is...

Barclays pushes back dark pool charges

July 25, 2014

Barclays barks back at allegations that the bank lied to clients about its high-speed trading venue. A lawsuit with 'clear and substantial errors' Viewing risk from a regular investor's perspective can open the eyes of a financial pro. Working...

6 lessons traditional advisers can learn from robos

July 25, 2014

Many questions have been raised by traditional financial advisers about their robo-peers. Any time a digital investment adviser hits the headlines, somewhere on social media you can be sure someone is wondering aloud about robo-advisors' business...

Junk-bond investors are jumping ship

July 21, 2014

Junk-bond investors have started heading toward the exits in a move that looks like the makings of a selloff. Paring back credit risk Four years of Dodd-Frank and thanks for nothing. A false sense of security The Fed's subtle warnings about...

CFP and ChFC in different leagues, CFP Board says

July 17, 2014

The certified financial planner mark should not be compared to adviser designations like the chartered financial consultant because the latter does not include a code of ethics nor a comprehensive exam, the board that awards the CFP said. Joe...

How to get Millennials on track for retirement

July 11, 2014

As a mother of two Millennials — those young Americans born between 1980 and 2000 — I know that preaching the value of saving for a distant goal like retirement can be a hard sell. But it's a critical message, as these young workers will...

3 lessons in team building advisers can learn from the San Antonio Spurs

July 3, 2014

The focus of the sporting world has quickly shifted to the World Cup, but I believe there are some valuable takeaways from another recent sporting event: the San Antonio Spurs' dismantling of the Miami Heat in the NBA Finals. The key to the...

What is the FPA NexGen Gathering?

June 25, 2014

I attended a financial planning conference this past weekend, but it wasn't what you might imagine a conference to be. Most conferences are held in big cities, at fancy-schmancy convention centers with overpriced hotels attached to them. They...

Meet the 40 Under 40 - Young leaders to watch

June 23, 2014

Say hello to the future of the financial advice industry. The InvestmentNews editorial staff presents a list of 40 outstanding young people ready to take the financial advice industry into the next era. Click through to learn more about them,...

« Previous PageNext Page »

1 ... 4 | 5 | 6 | 7 | 8 | 9

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.