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New mobile app and website target secretive world of adviser recruiting

January 21, 2014

AdvisorHub, a new mobile application and website, was launched Tuesday with the goal of bringing more transparency to the secretive world of financial adviser recruitment. Launched by wealth management recruiter Andrew Parish with the help of...

Review marriage implications with same-sex couples – or be on the hook

January 21, 2014

Financial advisers who meet with married same-sex clients and don't review how last year's Supreme Court decision affects their financial and retirement plans face regulatory risk. In a key decision last year, the Supreme Court found Section...

Buy your way toward higher assets under management

January 21, 2014

Young advisers struggling to gain a critical mass of clients and bulk up their assets under management may want to find another firm to buy. Karsten Advisors, a Fort Worth, Texas-based firm with four financial advisers, all under the age of...

Client prospecting tool using LinkedIn sparks debate

January 20, 2014

Jeff Tompkins and Jimmy Lyons, co-founders of technology startup advisorConnect, claim to be the first entrepreneurs to have figured out how to automate client prospecting on LinkedIn. Still in beta, advisorConnect scours a financial adviser's...

How to generate more CPA referrals

January 20, 2014

“How many financial advisers do you think work within an hour radius of where we are sitting today?” I asked an accountant. “Thousands,” he replied. “There are thousands of financial professionals out there.” Then, I immediately...

Seizing opportunities in social media

January 19, 2014

For many advisory firms, social media is the ungainly jigsaw piece that doesn't seem to fit in the puzzle. Even for financial advisers who find ideal clients on the web and engage them in a way that actually wins their business, both of which...

Compliance efforts help some independent broker-dealers avoid regulators

January 19, 2014

In the independent-broker-dealer industry, where regulatory spanks seem like an everyday occurrence, Cambridge Investment Research Inc. has emerged as the poster child for a well-behaved firm. The IBD has exactly one re-portable event on the...

Critics say House bill would create 'Wild West' for private placements

January 17, 2014

A bill that passed the House quietly but overwhelmingly this week would dangerously deregulate the private-placement market, according to critics, who will try to stop the measure in the Senate. In a 422-0 vote on Tuesday, the House approved...

Breaking up is hard to do – especially in business

January 17, 2014

It turns out advisory partnerships aren't that different from marriages, and with both, breaking up is no easy task. Professionals who help pairs of advisers decide whether to separate say the aftereffects deserve serious consideration, particularly...

The secrets to succeeding with a younger, up-and-coming client base

January 16, 2014

As new technologies allow financial advisory firms to connect with more clients at a lower cost, advisers are increasingly reaching out to a younger, less affluent demographic, according to Bob Oros, executive vice president at Fidelity Institutional...

The financial feminine mystique backed by hard numbers

January 16, 2014

It might not be easy to find a woman to manage your assets, but it might be worth the effort to start looking. The idea that women generally manage money and invest differently than their male counterparts is not a new finding, but a growing...

The 3 most important topics advisers will discuss with clients in 2014

January 16, 2014

Most investors are fairly optimistic that 2014 will be a decent year for performance, but financial advisers intend to inject a little more caution into client conversations. About 30% of advisers said the most important thing they'll discuss...

State tax labyrinth awaits same-sex couples

January 16, 2014

An intimidating patchwork of state laws awaits financial advisers and accountants who are preparing their same-sex married clients for the impending tax season. Last year's Supreme Court decision in United States v. Windsor signified the federal...

Prevent marketing paralysis in 2014

January 15, 2014

Overcoming inertia may be the No. 1 obstacle financial advisers face when it comes to marketing. How many times have you started the year with a new marketing plan, chock full of initiatives, only to find yourself overwhelmed and uncertain where...

How to scale your advisory practice effectively

January 15, 2014

Advisers looking to grow their businesses should carefully plot the expansion of their practice. They should expect to suffer a little, too. Business leaders who have succeeded in scaling their companies — growing, say, from two people on...

Financial advice business grapples with diversity challenges

January 15, 2014

While America is only decades away from becoming a minority-majority country, the financial planning industry is still stuck with demographics that are eerily reminiscent of a 1950s sitcom. Just look at the statistics. At 76% male, the industry...

Finding succession solutions under your nose

January 15, 2014

When it comes to their own retirement, growing numbers of advisers seem to be looking within their firms for an exit strategy. Across the country, consulting firms that specialize in brokering, structuring and providing legal advice on deals...

Move beyond mere advertising with these 9 questions

January 15, 2014

Advisers' marketing plans often focus on tactics, such as advertising, social media and public relations, without a strategy for selecting those tactics. By asking more-thoughtful questions, advisers can align their audience, message and tactics...

Two independent advisers managing $350 million join Focus Financial-based firm in Mass.

January 14, 2014

Two independent financial advisers managing $350 million have joined a Focus Financial Partners-backed firm in the wealthy Berkshires Mountains area of Massachusetts, the chief executive of the firm, Atlas Private Wealth Management, said Tuesday....

25 ways for advisers to make their future better than their past

January 14, 2014

The New Year is the perfect time to re-energize and make a commitment that this will be your best year yet. To aid you in your quest, here's a list of 25 insights I've learned about how to win in business and life. If you absorb and live these,...

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