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401(k) advisers, is your value proposition even valuable?

June 6, 2018

If you talk to any marketing consultant, one of the top things they bring up is having a value proposition. This is commonly known as your "elevator pitch." Basically, if you're at a cocktail party, how do you describe what you do to people?...

It's time to make 'behavioral finance' more than a buzzword

June 6, 2018

At a time when retail investors have more options for where to seek financial advice than ever before, advisers who incorporate behavioral finance into their business potentially can stand out significantly. Implemented correctly, a behavioral...

Wanted: High-value investment professionals of the future

June 5, 2018

Depending on one's perspective, the future of the investment management profession may be as bright as the noonday sun, or there could be clouds on the horizon. No matter which end of the spectrum you find yourself, we can all agree that innovations...

A smarter way to rebalance

June 5, 2018

As advisers begin midyear rebalancing of client portfolios, they face a dilemma. While investors have enjoyed the fruits of a nine-year bull market — including a 19% gain by the S&P 500 in 2017 alone — they've also seen a significant shift...

Mellody Hobson of Ariel to become vice chair of Starbucks

June 5, 2018

Mellody Hobson, president of Chicago-based Ariel Investments, will add a new title to her already vast resume: vice chair of Starbucks. The coffee company's executive chairman, Howard Schultz, announced Monday that he will leave Starbucks June...

New Jersey native will try to start his financial advisory career in the South

June 4, 2018

Ryan Muscatella, who graduated magna cum laude from Virgina Tech's financial planning program, has decided to stay in the South rather than go back to his native New Jersey to begin his career. Mr. Muscatella has accepted a job at Washington...

Some social media advice never goes out of style

June 1, 2018

I've been writing columns about social media for nearly 10 years now, and in all of that time I've stressed the importance of watching what you say, being professional 24/7/365, and keeping personal opinions about current events and politics...

Heard of Chalice? It's being called Amazon Prime for financial advisers

June 1, 2018

Keith Gregg has rolled up his sleeves to dig himself into his latest venture, Chalice Wealth Partners, an enterprise he is touting as Amazon Prime for financial advisers. The "member benefit organization" is designed to "connect all the products...

T. Rowe Price to lay off 150 in shuttering of Tampa operations center

May 31, 2018

In a move that reflects investors' increasing desire to go digital — and their reliance on advisers — T. Rowe Price said Thursday that it is closing its Tampa, Fla., operations center in June 2019 and laying off about 150 workers. The Baltimore-based...

More turnover at the top of Waddell & Reed

May 31, 2018

A further shake-up in senior management has occurred at Waddell & Reed, with a senior vice president leaving the firm and two national market heads stepping down to become financial advisers. The changes come just weeks after the firm, which...

Death and taxes: A conversation we must have

May 30, 2018

With apologies for the dog-eared title, I had to follow up my last column about the importance of the wealth management ecosystem by calling out the importance of a really good human adviser. And there's no better place to start than with the...

3 obstacles to succession planning — and how to overcome them

May 30, 2018

Though financial advisers may excel at helping clients plan for the long term, too few are following their own advice. Only 37% of advisers have an adequate succession plan, according to a new FA Insight report on succession planning, a statistic...

For recent Temple grad, career as a financial adviser is a dream job

May 29, 2018

This is another in a series of stories about recent college graduates and their first job in the financial advisory profession. Few 22-year-olds know exactly what kind of career they want, but Kelly Bradley feels like she already has her dream...

Advisers: Technology alone won't transform your business

May 29, 2018

Technology isn't the magic wand for financial advisers hoping to expand their practices beyond portfolio management services. New tools and platforms can add significant value if used correctly, but most financial advisers are taking the wrong...

Women advisers driving revenue growth

May 29, 2018

Even though women make up a small but growing percentage of financial professionals, their influence has the potential for a disproportionate impact on the overall financial planning industry. New InvestmentNews research found that advisory...

Internship led to full-time job with Merrill team in Boston

May 25, 2018

This is the first in a series of stories about recent college graduates and their first job in the financial advisory profession. Joel Guerrero figures he has three skills that will help him become a successful financial adviser. He enjoys finance,...

Why advisory firm founders and successors can't get on the same page

May 25, 2018

"A man learns something carrying a cat by the tail that he can learn in no other way." With this quote Mark Twain insightfully illustrates a powerful point: Experience is the best teacher, though it's not always kind or gentle to the student....

From the C Suite with ProVise's Ray Ferrara: The best leaders know when it's time to follow

May 23, 2018

Ray Ferrara thinks he works too hard and, as a result, he sometimes pushes those working with him to also work too hard. But he's determined to try and set a better example of a healthy work-life balance at ProVise Management Group. We sat down...

How 401(k) advisers can increase their fees

May 23, 2018

It seems that the race to the bottom for 401(k) and 403(b) advisory fees will not slow down anytime soon. But some plan advisers have found a way not only to halt the trend, but actually increase fees. The first step advisers can take to maintain...

Connecticut RIA adds adviser managing $300 million

May 22, 2018

Procyon Partners, a Shelton, Conn.-based RIA firm, has hired portfolio manager Antonio Rodrigues, who managed $300 million in client assets at Olson Mobeck Investment Advisors. Earlier, Mr. Rodrigues was with People's United Advisors, Procyon...

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