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Salesforce partners with IBM Watson for AI use in CRM

November 7, 2017

Salesforce is making it easier for developers to use IBM Watson's artificial intelligence engine within the firm's customer relationship management software, which could lead to some exciting new technology for advisers. To kick off the annual...

Tap role models to maximize efficiency

November 6, 2017

Every financial adviser wants to serve his or her clients, operate more efficiently and effectively, and build their business. But how do you divvy up limited time and resources? How much of your day should be spent managing assets and how much...

4 questions every adviser should be able to answer

November 1, 2017

Greek philosopher Heraclitus introduced the world to a fundamental doctrine that governs us to this day: change is the only constant. Last week, as an attendee at Singularity University, I was fortunate enough to fully understand the gravity...

Why Wirehouse Advisors Shouldn't Fear Going Independent

November 1, 2017

In my role as vice president, field development at Commonwealth Financial Network®, I talk to a lot of financial advisors about how our firm can help them build the business they've always wanted. For advisors already in the independent channel,...

Sharing on social media: How to do it right every time

November 1, 2017

Everyone knows one of those people. Someone who knows the entire story before everyone else and isn't shy about sharing those opinions on social media. They're almost always wrong. Whether it's something that's at first shocking but eventually...

7 questions to test your mastery of advice firm pay practices

October 31, 2017

Compensation is the largest expense that a firm incurs in most industries. As the typical independent financial advisory firm continues to evolve, developing the next generation of partners and advisers is an imperative in an increasingly relationships-based...

8 top tax and estate-planning tips

October 28, 2017

​ Let's face it, tax and estate planning can be complicated. The good news is, it doesn't always have to be. We talked to experts to get the lowdown on their top techniques for tax and estate planning. In other words, what underutilized yet...

Don't fall for myths about women investors

October 25, 2017

It is time to update some outdated notions about women investors. Many women are highly engaged in financial and investing decisions, they contribute meaningfully to their household income and assets, and they understand their portfolios. Despite...

InvestmentNews honors firm best practices

October 25, 2017

InvestmentNews recognized 21 financial advice firms with Best Practices awards on Oct. 17, at a ceremony held in Boston. These firms rank among the top quartile of more than 700 independent advisory firms that participated in the 2017 Adviser...

The next frontier of advice

October 23, 2017

Financial advisors have an opportunity to redefine their value and their role in clients' lives through deeper conversations that lead to meaningful connections and increased client confidence. This guide can help advisors gain a better understanding...

Advisor Group rolls out succession planning offer

October 20, 2017

Advisor Group is introducing a platform for advisers to buy and sell practices that uses a new online model for creating a business valuation. The program supports succession planning mergers and acquisitions across the Advisor Group network...

Finding common ground with clients from different ethnic groups

October 19, 2017

Investing involves money and money is personal. This business changes constantly, but what always remains the same is building trust and strong relationships with your clients. It's the key to growing your business. The best relationships are...

A New Approach: Wealth Management Redefined

October 19, 2017

Wealth Management Certified Professional from The American College Studios on Vimeo. The Wealth Management Certified Professional (WMCP™) designation is an advanced specialization in personal wealth and investment management unlike any other...

The Philosophy of Goal-based Investment Planning

October 19, 2017

Dr. Michael Finke, CFP®, Dean and Chief Academic Officer, The American College of Financial Services Most of us view our investment portfolio as numbers on a screen. However, investments represent money that we set aside for some future purpose...

How does your advisory firm stack up?

October 18, 2017

With talent so hard to find and keep at advice firms, each practice should have a clear handle on how well it is – or isn't – compensating its brilliant workforce. The benchmarking data below show the greatest range of salaries occurs in...

Let hard data, not gut instinct, define your ideal client profile

October 18, 2017

In an industry based on facts and figures, why is it that financial advisers base most, if not all their marketing data on "gut instinct"? When asked about a profile of their core client, they rarely base their answers on facts, thinking about...

InvestmentNews names winners of its 2017 Best Practices Awards

October 17, 2017

InvestmentNews has announced the winners of its 2017 Best Practices Awards, an initiative that recognizes the top-performing and most innovative firms in the financial advice industry. The winners were identified through their participation...

Slowing revenue growth in advice business will impact career development

October 17, 2017

Advisory firm growth has been in decline for three years and the dangers of that extend beyond smaller budgets and lower business valuations. Slower growth threatens the advisers' personal development, according to one industry expert. The rate...

IMCA rebrands to attract broader audience

October 17, 2017

The Investment Management Consultants Association has rebranded as the Investments & Wealth Institute, as it seeks to position itself to a broader swath of financial advice professionals, the group announced Tuesday. In addition to the name...

Charles Schwab runs TV ads to promote independent, fiduciary advice model

October 16, 2017

Schwab Advisor Services on Monday launched national television advertisements meant to promote the benefits of an independent financial adviser to would-be high-net-worth investor clients. The ads, part of a broader "Independent Difference"...

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