Results for "next gen advisors"

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It's time to make way for next-gen

April 3, 2016

A power shift is under way in our industry. Baby boomer and next-gen advisers are like seismic plates shifting underground, with one group poised to become more powerful as the other slowly fades. This change may not happen without a volcanic...

What boomer advisers should do when their successors get impatient

March 25, 2016

A power shift is under way in our industry. Baby boomer and next-gen advisers are like seismic plates shifting underground, with one group poised to become more powerful as the other slowly fades. This change may not happen without a volcanic...

Adviser's Consultant: Building an in-house residency program to grow next gen advisers

January 11, 2016

Andrea Eaton and the other two advisers at Cornerstone Wealth Advisors found themselves in a position in 2010 where they didn't need another adviser, but they needed someone who could take on some of the administrative and light client duties...

A Diversity Problem

December 14, 2015

Like many Americans, Gerald Loftin remembers the day the O.J. Simpson verdict was announced. But for him, the memory has an even more painful cast: He almost quit his job as a financial adviser that day.

Key to success for women: Confidence

October 25, 2015

As the years go by and the data pile up, waiting for the financial advice industry to embrace gender equality wholeheartedly across all levels feels like waiting for Godot. We cheer at the slightest of gains that women make in the workforce...

Direct-to-consumer robo-advisers that don't expand their business model face long-term head winds

September 28, 2015

Robo-advisers had many traditional advisers shaking in their boots when the online platforms first stepped onto the financial industry stage. But these days, some automated investment advisers aren't looking as strong as they used to. In fact,...

7 cool, useful apps to help streamline your workflow - Quick fix

September 18, 2015

It’s nice when advisers can pull out their smartphones and find a quick fix for whatever needs to be done. It could be a document that needs to be scanned when there’s no scanner in sight, or a way to store passwords when there are just...

Robo-advisers face first reckoning in downturn

August 24, 2015

The market correction on Friday and volatility that continued into this week may be the first test of automated investment platforms that critics of robo-advisers have been waiting for. Monday morning brought a series of nervous tweets from...

Advisers should embrace the digital age and its impact on financial advice

August 10, 2015

HitchBOT, the digital hitchhiking robot, met a sad end last week. While he was more experiment than trend, he serves as a representation of people's hesitance to trust robots to have our best interests in mind. This ambivalence toward robots...

Young advisers want a future, not handouts

July 26, 2015

Eric Roberge dedicated three years to helping an adviser develop a business he expected to take over one day. He quit, though, when the adviser offered him a handshake promise instead of a written succession plan that spelled out his future...

Breaking down the best robos for your practice

June 25, 2015

There's a lot to consider when managing a financial advisory practice, but one of the more ever-present components of the business these days is whether to offer an automated online investment platform. Robo-proofing a practice is one of the...

When it comes to retirement savings, millennials blow past boomers

June 22, 2015

In addition to being more technologically savvy and more in tune with social media, the millennial generation, in general, is also better than the baby-boomer generation at preparing for retirement. Within this broad statement — and the data...

Young advisers need help developing 'soft skills' for serving clients

April 5, 2015

Daniel Mock, 24, is highly educated, graduating college with a double major in economics and political science. He later added a master's degree in quantitative economics. But when he started his career as an associate adviser with FMB Wealth...

First and foremost, it's not about the money

March 29, 2015

A little more than a year ago, I was calling everyone in finance I had ever met. I was drilling them with questions ranging from “How is the work-life balance?” to “How long do I have to wait to find out if I'm good at it?” Over the...

For Kelly McNerney, ordering priorities in a busy schedule is a challenge

March 29, 2015

The rigors of working full-time surprised Kelly McNerney, who moved to Virginia from New Jersey last May to become an associate financial planner at FJY Financial. Ms. McNerney, 22, always took a full course load at William Patterson University...

Amanda Moore is getting life back after finishing CFP exam

March 29, 2015

Nine months after the start of her financial advisory journey, the moment of truth arrived for Amanda Moore last Saturday when she sat for the CFP exam. For the 23-year-old Virginia Tech alumna, the certified financial planner exam was the center...

Taxes can be 'lots of fun' for young adviser Treavor Dodsworth

March 29, 2015

Tax season is in full swing, which means aspiring accountant Treavor Dodsworth is especially busy. Mr. Dodsworth, 23, is about eight months into his tenure at NorthWest Financial Services Inc., where he's been putting his tax know-how to work....

Tedious work and quarterbacking ultimately lead to grateful clients

March 29, 2015

It's hard to believe almost a year has passed since I joined Plancorp. New opportunities for growth and learning have presented themselves every day. At times, I've risen to the occasion, and other times I've found myself short of the mark....

Layton Cox: An entrepreneur at heart

March 29, 2015

Layton Cox entered the profession nearly a year ago, mentally prepared to make a lot of cold calls. Instead, he has gained valuable entrepreneurial experience and really figured out where the industry — and his career — are going. Mr. Cox,...

Mariah Acap's test of time management

March 29, 2015

Mariah Acap's first year in the advisory business has cemented her resolve to become a full-fledged financial adviser, even if some things are taking more time than she expected. The adviser assistant at Buttonwood Financial Advisors finds herself...

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