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USAA sets sights on financial advisers

September 30, 2017

If you're looking for a financial company with military expertise, you don't have to go much further than USAA, the San Antonio, Texas, insurer and mutual fund company. USAA's mutual fund family grew out of its insurance arm, and launched in...

Breaking Money Silence: Helping clients understand money taboos and talk more openly about finances

September 30, 2017

The following is an excerpt from "Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly About Finances, and Live a Richer Life" by Kathleen Burns Kingsbury (Praeger, 2017). Ms. Kingsbury is a wealth psychology expert and founder...

Armed forces personnel need the help of financial advisers

September 30, 2017

Last year, when financial planner Christy Raines helped a military widow invest part of a life insurance death benefit, it underscored both the challenges and the need for financial planning among the nation's vast military community. "A lot...

Philanthropic advisers: Making a difference in the lives of others

September 30, 2017

Financial advisers have once again received well-deserved accolades for their outstanding and inspirational volunteer work.

Advisers and firms honored for charitable giving

September 28, 2017

Five financial advisers and two firms received top honors Thursday night at the annual Invest in Others Awards, formerly known as the Community Leadership Awards, presented by the Invest in Others Charitable Foundation. The awards program, in...

InvestmentNews is looking for the 'Best Places to Work' for financial advisers

September 27, 2017

InvestmentNews is looking for the "Best Places to Work" for financial advisers — a guide to help distinguish which firms around the nation are providing the culture and compensation that talented employees are seeking. The guide will be published...

What to do when your broker-dealer gets acquired

September 27, 2017

You've heard rumors circulating for some time now that your broker-dealer may be merging or outright acquired by another firm. Then, speculation becomes reality — the firm has just been sold. What do you do now? Don't panic, but prepare vigilantly​...

Fidelity has 'real need' to recruit more women, Johnson says

September 27, 2017

For people well-schooled in the relationship between supply and demand, here's one Fidelity Investments may not have seen coming: The demand for female financial advisers outstrips the supply. Women customers often ask to work with female advisers,...

Digitize your data to elevate your business strategy

September 26, 2017

Research shows many wealth management firms recognize that digital strategy for customer engagement and operational excellence is a top priority. But the idea of digitally transforming a business can feel intimidating. Where to start? What will...

Dividing retirement assets when divorcing abroad

September 25, 2017

The millions of Americans who live and work outside of the United States face unique and challenging planning issues due in large part to their native land's unique tax policies on citizenship-based tax residency and the many special tax and...

How advisers can become small business exit planning specialists

September 20, 2017

Now that we have entered a fiduciary era, it's pretty clear that the most successful financial advisers will focus on creating an advice-centric experience for clients, as opposed to a transactional relationship that emphasizes product sales....

The role of an adviser when the unexpected happens

September 19, 2017

When Hurricane Harvey hit Southern Texas, few could be truly prepared for the destruction brought on by the never before seen deluge of rain. Two weeks later Hurricane Irma destroyed several Caribbean islands and swamped Florida as the biggest...

Time to change the conversation on fees, referrals

September 19, 2017

It's time to change the conversations we hold with ourselves, and the ones we have with clients. Your brain, specifically your limbic system, is hard-wired for survival rather than success. So when confronted with a challenging request, our...

Tips for helping special needs families

September 16, 2017

All financial advisers can help put families who have special needs concerns on the right course to planning a lifetime of care. These are the basics.

Special needs planning experts crave help from generalist peers

September 16, 2017

"I have the best job in the world," says Scott Adams, a financial adviser and founder of the Special Needs Planning Center. If Mr. Adams gets such satisfaction helping special needs families plan for their financial futures, why aren't more...

A special need for financial advice

September 16, 2017

Ellen Rice's father died suddenly this year, and she was surprised to discover he'd left her $1.6 million in property and investments. He had envisioned the inheritance would be a great blessing for a daughter who has struggled financially to...

Cerulli: Advisers increasingly outsourcing portfolio management

September 14, 2017

Investment advisers are increasingly outsourcing portfolio management and concentrating on building client relationships, according to a study by Cerulli Associates. Outsourcing has three advantages, according to Cerulli, and the first is that...

Tailor advisory fees to each client's needs

September 11, 2017

No matter which fee structure they're using, financial advisers are selling themselves short by charging all their clients the same way, according to Matthew Jackson, director at Simon-Kucher and Partners, a global consulting firm specializing...

7 conferences taking advisers beyond financial services

September 11, 2017

When it comes to budgeting conference travel, financial advisers are increasingly thinking outside the box of the standard industry gatherings by venturing into areas that might seem way beyond the realm of financial services. Consider investing...

Florida-based broker-dealers flee Irma, setting up operations out-of-state

September 11, 2017

As Hurricane Irma lashed the sunshine state from its tip to its top over the weekend, business continuity plans for independent broker-dealers based in Florida kicked in, keeping the firms open for business for thousands of financial advisers....

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