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Advisers falling short when it comes to talking philanthropy with clients: Survey

October 9, 2013

Want to engage your clients and pave the way for a long-lasting relationship? Try discussing their philanthropic goals. Though nine out of 10 financial advisers, and trust and estate attorneys, discuss philanthropic giving with their clients,...

Money isn't everything ...

October 9, 2013

By Mary Dunlap Well-planned compensation packages can provide the support and make the difference in developing employee career paths and driving business results. When hiring a new employee, what you want this person to do in his or her job...

Take 5: New NASAA president Andrea Seidt

October 9, 2013

Ohio Securities Commissioner Andrea Seidt is concerned that the Securities and Exchange Commission is getting bogged down. As the newly appointed head of the North American Securities Administrators Association, she wants state securities regulators...

More to helping furloughed clients than you'd think

October 8, 2013

It's the eighth day of the government shutdown and calls from furloughed clients to advisers are picking up. Clients are starting to ask whether they can take a loan from their government-sponsored retirement plans while they are not being paid....

Quarter of investors have no financial plan and don't expect to have one

October 8, 2013

A quarter of potential investors have no financial plan and close to 40% of that group doesn't anticipate building one. One common reason: apathy. “Our advice for individuals is to seek help and to really think about … not only their investment,...

Grieving clients need more than tissues

October 7, 2013

Knowing how to talk with grieving clients isn't just relevant for widows and widowers, but can important for dealing with clients who are divorcing or even experiencing an empty nest, a grief professional said. “An adviser's success in being...

Financial advice firms soar

October 6, 2013

The financial advice industry is growing up, having evolved over the past decade from a cottage industry into a dominant force in the wealth management business. Indeed, over the last 10-plus years, there has been an explosion in the revenue...

'Wow' rewards replace bonuses

October 6, 2013

Against all logic, Janet Briaud made her employees at Briaud Financial Advisors happier by doing away with annual bonuses. Instead, she upped salaries and awards quality work with items such as iPads for Christmas and trips to a chocolate factory...

Four key steps in the career of a top financial adviser

October 6, 2013

The career path of an independent financial adviser isn't the entrepreneurial leap it was 30 years ago. Instead, a course of advances has emerged at many successful firms that bring higher compensation and more responsibilities with each step....

Zywave updates NaviPlan software for advisers

October 6, 2013

The popular financial planning software product NaviPlan is getting a new look. Zywave, the company that produces NaviPlan, last week announced a host of new features that it said will help advisers be more efficient and create more opportunities...

Take Five: Carolyn McClanahan on health exchanges

October 4, 2013

Fewer advisers have kept a closer eye on the Affordable Care Act than Carolyn McClanahan, a physician and director of financial planning at Life Planning Partners Inc. Indeed, health care reform has kept her busy: It's been a focal point for...

5 ways the government shutdown will impact portfolios - 5. Spending Hit

October 4, 2013

With about 800,000 federal workers furloughed, private sector spending will take a hit. Additionally, government contracts that get put on hold also could cut some corporate profits. (Source: Financial adviser JJ Burns of JJ Burns & Co. LLC...

What's the greatest value an adviser offers?

October 4, 2013

Investors who worked with a financial adviser from 2006 to 2009 outperformed those that didn't by 4%, and that gap becomes more pronounced in times of economic uncertainty. “Advisers offer a tremendous value,” Dr. Daniel Crosby, a behavioral...

Stay ahead of the news with social media

October 4, 2013

Bob Rall, president of Rall Capital Management Inc., took to Twitter this week to share a blog post about the effect of the government shutdown on the everyday American. He also shared reports on the stock market's reaction to the stalemate...

Online financial advice platform Jemstep raises $4.5 million

October 3, 2013

Jemstep Inc., an online financial advice platform, has raised $4.5 million in new funding, company officials announced Thursday. The venture capital financing lifts the Los Altos, Calif.-based startup company's fundraising tally to $15 million,...

What to do when clients don't follow your advice

October 3, 2013

Financial advisers work hard to understand their clients' goals and to create investment plans that make them a reality. But truth be told, advisers always have certain clients who don't follow through on those plans. It's beyond frustrating....

Pricing wars: How to compete in an evolving industry

October 2, 2013

At the beginning of the fee revolution in the 1990s, 2% fees on top of the underlying mutual fund costs were not unusual. Since then, that pricing has steadily collapsed, and today, most advisers charge around 1%, with many using lower-cost...

Advisers to furloughed workers: Take a deep breath, stay calm

October 2, 2013

On the second day of the federal government shutdown, financial advisers with clients who have been furloughed are trying to ease their concerns about cash and reminding them of their rainy-day funds. “Nobody's panicked yet,” said Jessica...

Using technology to reach out to clients

October 1, 2013

From time to time, we are required to educate and update our clients on current events and financial matters. Sometimes, for client-specific issues, it's as simple as a quick phone call or e-mail. Other times, we must reach out on a broader...

Client outreach underway as government closes

October 1, 2013

The shutdown outreach has begun. Many financial planners are reaching out to clients with this advice: Don't worry about the impact that the government shutdown will have on investment portfolios, as long as the president and Congress resolve...

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