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Adapt or die: Attracting Gen X and Gen Y clients

October 29, 2013

Having been born in 1981, I belong to Gen Y. I'm also an investment adviser representative and a consultant to 950 financial professionals. Because of where I fit in personally, the conversation about what the next generation wants from advisory...

Why all mentor relationships are mutually beneficial

October 29, 2013

Michael Branham, CFP President, Financial Planning Association

Develop better plans for clients with an eye on behavioral biases, experts say

October 28, 2013

Advisers who can get into the minds of clients and consider their biases when shaping their portfolios will achieve better financial outcomes because those clients will be more likely to stick with the plan, two behavioral finance experts said....

New tool simplifies helping clients prioritize their financial goals

October 28, 2013

On this week's broadcast, get the rundown of all the announcements from Apple this week, the trend of quick financial planning expands to a new software provider, and how you can impress clients with a survey. Yes, I said survey! From iPad Air...

10 things I learned at #FinCon13

October 25, 2013

I had a blast spending the weekend with other financial nerds like myself at the Financial Bloggers Conference in St. Louis. At the same time, the Financial Planning Association was hosting their National Conference (FPA Experience) in Orlando,...

Using a behavioral approach to surpass online advisory shops

October 24, 2013

Jay Mooreland, MS, CFP Founder & Owner, The Emotional Investor

Simple ways to improve your time management

October 23, 2013

It can be difficult, if not impossible, to get work done during working hours. Sometimes, it's not the volume of tasks, it's the number of interruptions. Between phone calls and e-mails, hours needed to focus on a project can turn easily into...

5 high-level firm positions commonly held by women - Women at the top

October 23, 2013

The InvestmentNews/Moss Adams Adviser Compensation and Staffing Study captured compensation information for 24 positions employed by independent advisory firms. The following is a snapshot of the results for high-level advisory firm roles commonly...

First Allied launches website for succession planning

October 22, 2013

First Allied Securities Inc. wants to make it easier for its advisers to plan for the future. The independent broker-dealer Tuesday introduced a web platform for its advisers to enable them to approach succession and growth opportunities for...

Desperately seeking retirement advice

October 22, 2013

More American workers are looking for advice about saving for retirement this year than in 2012, but they don't know where to turn, a new survey shows. The number of Americans seeking advice on retirement in 2013 is 11 percentage points higher...

Women advisers: 'Take that step forward'

October 22, 2013

Women's rights activist Gloria Feldt called on the female financial advisers of Raymond James Financial Inc. to reach out to other women and have the courage to raise the issues that make it difficult for women to reach the highest levels in...

Wealthy investors changing definition of age and retirement: Study

October 21, 2013

Wealthy investors don't see themselves as “old” until they're 80, and that perception is driving how they save for retirement, according to a survey released Monday by UBS AG. As life expectancy stretches, about seven in 10 investors don't...

Adviser buzz from FPA Experience 2013

October 21, 2013

Monday marks the final day of the 2013 Financial Planning Association Experience conference, and for those who missed the three-day event, we've curated some of the hottest topics of social conversation at the event. Here is a look at what had...

SEC chief signals change in disclosures

October 20, 2013

Securities and Exchange Commission Chairman Mary Jo White said the agency will review corporate disclosure rules to root out requirements that may be causing “information overload” for investors. SEC rules, congressional mandates and company...

Aggressive enforcement matters

October 20, 2013

How do you create a culture of compliance? Securities and Exchange Commission Chairman Mary Jo White believes you do it by aggressive enforcement, showing the financial services industry that every securities infraction — no matter how seemingly...

Advisers must defend online reputation before it's too late

October 20, 2013

One black mark can cause problems, so lay the foundation now All around the advisory industry, compliance departments are starting to relax restrictions on financial advisers' use of online marketing strategies, especially in social media. As...

Innovation drives results

October 20, 2013

InvestmentNews is recognizing firms that have risen above their peers through innovation in practice management, as determined by rankings in both the 2013 IN/Moss Adams Adviser Compensation and Staffing Study and the 2013 IN Adviser Technology...

LIVE FROM FPA EXPERENCE: Tech integration adds ROI

October 20, 2013

Financial advisers who integrate technologies will pay more than those who buy separate software solutions, but they stand to gain in annual income as well as future positioning. "You're going to pay more for integration because you get more,"...

How to build the perfect niche

October 20, 2013

Niche: a position particularly well-suited to the person who occupies it. Niche market: the subset of the market on which a specific product or service is focused. Niche marketing: concentrated marketing efforts on a specific and well-defined...

LIVE FROM FPA EXPERIENCE: 'Seller beware' atmosphere means need for new client approaches

October 20, 2013

With access to a broad array of investment information, wealth management choices and worldwide communication, clients are gaining the upperhand in their relationship with their adviser. Traditonally "the seller" has had more information and...

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