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An open letter to Next Generation financial advisers

January 24, 2014

“The times they are a'changing.” So said Bob Dylan in 1964. I am fairly certain he wasn't talking about the financial services industry, but now, 50 years later, his message most definitely applies to our world. We are caught in a whirlwind...

Advisers go to extremes to avoid detection when looking for another job

January 23, 2014

From hushed meetings in boutique Japanese hotels in Manhattan to a rendezvous at a Bob's Big Boy restaurant off the New Jersey Turnpike, the lengths to which financial advisers go when interviewing with competing firms can seem like something...

The 10 best business jobs of 2014 - 2014's best business jobs

January 23, 2014

Where does financial adviser rank among the best business jobs in America in 2014? A new list from the U.S. News & World Report ranks the business sector's most promising jobs for 2014. Advisers stack up well compared to other business professions,...

Financial adviser job loses a little luster

January 23, 2014

A new ranking of America's best 100 jobs reveals that the financial advice business is an outstanding profession, even though the sector has slipped down the rankings. “Financial adviser” ranked No. 41 of the 100 Best Jobs of 2014, an annual...

Raymond James net revenue for fiscal first quarter hits record, up 7% from a year earlier

January 22, 2014

Raymond James Financial Inc. rolled along with a record-breaking stock market during its first fiscal quarter and reported quarterly net revenue of $1.2 billion for the quarter that ended Dec. 31. That was up 7% from a year earlier and 5% from...

Advised investors underperformed self-directed ones in 2013, SigFig data show

January 22, 2014

Investors opening their year-end account statements are likely to be reassured that the financial crisis is in the rearview mirror. But clients of financial advisers may not be as pleased to learn that their portfolios underperformed those of...

7 business-building lessons advisers can learn from Amazon

January 21, 2014

Amazon went from nothing to $150 billion in market cap in just 20 years. What can you learn from its success and apply to your own firm? Brad Stone's new book, "The Everything Store" (Little, Brown & Co., 2013), chronicles the rise, fall and...

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...

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...

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...

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...

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...

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...

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