Results for "next gen advisors"

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Boomers: Envision your business transition plan

January 3, 2018

The Department of Labor rule, fee compression, and the overall migration to advisory business are issues that have been on advisers' minds for some time. But for baby boomers, who are not only the largest segment of advisers but also the ones...

10 trends hitting financial advisers this year

January 9, 2018

Policy changes like tax reform and implementation of the Department of Labor’s fiduciary rule occupied most of the wealth management industry’s attention in 2017, and research firm Aite Group said these will drive adviser uncertainty. At...

Women in Advice

December 20, 2017

The following is an excerpt from the report, “Women in Advice: Inspiring the Next Generation of Financial Advisers”

FPA to collaborate on podcast as part of expanded NexGen effort

September 12, 2017

The Financial Planning Association has started working with planner Hannah Moore to expand the reach of her podcast aimed at younger advisers, and is working on other efforts to reach new planners. Ms. Moore, a Dallas-based financial planner,...

Envestnet Tamarac overhauls adviser software

November 14, 2017

Envestnet Tamarac is launching a significantly redesigned version of its wealth management software suite for advisers. What was formerly known as Advisor Xi is now simply called Tamarac, but the company says the update is much more than either...

Giving to charity, the millennial way

October 10, 2017

I am a millennial and an adviser – a combination becoming more common each year. Even so, professional colleagues looking to reach a younger client base regularly ask me how to attract and better serve my often-misunderstood generation. The...

Variety of tasks, client issues makes each day instructive

October 5, 2014

My role at Plancorp has certainly grown over recent months. I may have finally entered the asset column of the human capital balance sheet. As I have become more familiar with clients, processes and financial planning in general, my task load...

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...

Confidence: How you can give it to young financial advisers and watch them run with it

March 16, 2017

Our fourth annual 40 Under 40 project is under way, and we need your help to uncover top young talent in financial advice. InvestmentNews' goal each year is to find the stories that inspire the industry and illuminate its clearest path to future...

Beware the gap coming in the number of financial advice professionals

February 22, 2017

With the average financial adviser now 51 years old, and as the baby boom generation grinds toward retirement, it's only natural to fret over a potential dearth of fresh faces to fill the advice ranks. From a big-picture perspective, David Canter,...

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....

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...

Where are they now?

March 20, 2015

Our second annual 40 Under 40 project is underway, and we are asking readers to help us uncover top young talent in financial advice to illuminate the industry's future. The people who ultimately make the list will be instrumental in moving...

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...

Finding his planning niche

March 29, 2015

Spring is looking busy for Sam Honey as he prepares for the certified financial planner exam and the arrival of his second child. The 26-year-old planning associate at Plancorp expected to take the CFP exam last Saturday. In the course of studying...

College planning programs in need of financial aid

February 26, 2017

Hit hard by an 18% drop in state funding over the past six years, Kansas State University can't even afford to teach its 65 financial planning students how to use such popular planning programs as MoneyGuidePro or Morningstar Advisor. "We're...

High schoolers to test whether they're smarter than a financial adviser

April 15, 2016

About 100 high school students will learn firsthand what life as an adviser is like this summer through an industry program aimed at showing them that financial planning is very different than what they see in movies like "The Wolf of Wall Street."...

XY Planning Network launches TAMP for young investors

August 29, 2017

The XY Planning Network created a technology platform for members to help them provide client service the way younger investors demand: digitally. The turnkey financial planning platform unites online onboarding for clients and robo-adviser...

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...

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