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A podcast about podcasting to get your message out

February 9, 2018

Financial advisers looking for a better way to get the word out, either internally or externally, might want to check out how Captrust is using podcasts to reach its 450 employees in 35 different office locations. John Curry, senior director...

How to access the high-net-worth space

February 7, 2018

As industry pressures intensify for advisers, high-net-worth investors represent a "sweet spot" given their substantial investible wealth, which can provide a great boost to advisers' businesses. However, competition is steep: while 13 percent...

Preaching calm, veteran advisers prepped clients for market drop

February 6, 2018

Veteran financial advisers have been talking to clients for months about when — not if — a correction in the stock market would hit. Their message after Monday's historic 1,175 point drop in the Dow: Stay calm. "First, don't panic; second,...

When to bring a new employee on board

February 1, 2018

When is it time to hire a new employee? This is a common question asked by advisers. Should you hire early to prevent a crisis or wait to see whether an existing employee can take on extra work? Are things so dire that a new employee — and...

The biggest obstacles to building a billion-dollar RIA

February 1, 2018

The goal for most advisers is to increase the size of the firm, both in assets under management and the number of employees. But as the late rapper Notorious B.I.G. once said, "Mo money, mo problems." The Alliance for Registered Investment Advisors,...

Jump in or jump out? Advisers hear both sides in this market

January 30, 2018

Despite the sell-off Monday and Tuesday, the stock market's strength this year (and over the previous 12 months) has been breathtaking. Advisers are being hit with two questions: Should I cash in my chips? Or should I add more to the pot? It's...

The 4 I's of building your best tech stack

January 30, 2018

Choosing new technology solutions for your firm can feel like upsetting the apple cart. Why, you may ask, should you pay money to fix something that doesn't seem broken? We go through the pain of choosing a new tech stack because we want to...

This is the No. 1 cybersecurity threat to financial advisers, experts say

January 30, 2018

Phishing, the fraudulent practice of sending emails from supposedly reputable companies in order to get individuals to reveal personal information, is still the biggest cybersecurity threat financial advisers and their clients face in 2018,...

7 things successful people do right

January 29, 2018

I've always wondered how people like Richard Branson, Oprah Winfrey and Elon Musk achieved such success while being so seemingly in love with their lives. After I immersed myself in studying the science and psychology of success, and having...

Why diversity and inclusion should matter to advisers

January 25, 2018

The face of the U.S. financial consumer is changing rapidly. Millennials are expected to drive a seismic shift in attitudes that will shape our culture, how they seek financial advice, and where they choose to work. With the changing demographics...

Vanguard's Buckley: Fee compression is coming advisers' way

January 22, 2018

Tim Buckley, Vanguard's CEO, kicked off Monday's session at the Inside ETFs conference with cheery news for advisers: 58% of your job is susceptible to automation, and your fees are likely to continue to decline. But it wasn't all gloom from...

Your most important client meeting ever

January 22, 2018

A word of advice – don't look down. You'll only realize how far you could fall. That advice has never been more relevant for investors and advisers as equity markets soar to new heights. We've seen a long and steady rise in the market, fueled...

Morgan Stanley broker reached beyond his affinity group for success

January 16, 2018

Michael Brathwaite's mother was wrong. When he first dreamed of becoming a stockbroker, she didn't think it was a great idea. She told him she couldn't envision "white people giving you their money." That was 35 years ago, and since then the...

Increasing the number of women advisers an uphill climb

January 12, 2018

Efforts to recruit and retain female financial advisers continue to be an uphill battle across the financial services industry. Despite near universal acknowledgment of the advantages of having more women working with clients, the hard data...

The financial adviser evolution is underway

January 10, 2018

We're in the midst of an adviser revolution. Or, maybe it's better to call it an adviser evolution. While most of us look at the next 12 months with renewed excitement, inspiration and focus, we're also overwhelmed with the opportunity and unforeseen...

Time's up for feminine famine in financial planning?

January 10, 2018

Here's my personal wish for 2018: As #MeToo gives way to #TimesUp as Hollywood's response to sexual harassment charges, I hope a similar resolve to boost the ranks of female financial advisers finds new inspiration to transform the profession...

Advisers struck by opioid crisis seek to get the word out to peers and their communities

January 9, 2018

Colin Goodell's drug problem sounded all too familiar. It began with a seemingly innocuous prescription for painkillers. Before long, he was hooked on the pills, meant as a temporary remedy for a back injury. The Jacksonville, Fla., resident...

Don't Pave the Cow Paths… Blaze your own Path

January 9, 2018

“They just keep paving the cow paths!” I first heard this phrase over a decade ago in Boston, where every day I would commute to work through twisting, potholed, impossibly crowded roads. A colleague, a Boston native, explained the legend...

5 easy social media resolutions for 2018

January 9, 2018

Happy 2018, Social Media Adviser readers. Yes, this is another column about New Year's resolutions. But this is the one you should read all the way through, because unlike those others, these suggestions are easy to do and the resulting habits...

RIAs expect faster asset growth in 2018

January 9, 2018

The majority of RIA firms — 78% — expect their assets under management to rise in 2018, with nearly half saying assets will grow faster than in 2017, according to a telephone survey of advisers conducted for TD Ameritrade. Registered investment...

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