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Secrets Behind Success: For RIAs, having the right talent requires diligence and investing in the future

August 21, 2018

Few business challenges are as persistently difficult as trying to bring the right people into an organization to achieve important goals. The talent challenge extends across industries, economic cycles, international boundaries – and eons...

Ladenburg platform to help IBDs with succession planning, acquisitions

August 16, 2018

Ladenburg Thalmann Financial Services has a new suite of services and digital tools to help advisers across its subsidiary broker-dealers with succession, continuity and acquisition planning. The platform is part of an ongoing effort by the...

Bigger isn't always better when it comes to alternative investments

August 13, 2018

In recent years, retail alternative investment products, along with the companies that package them, have come under siege from regulators, investors, the press and even some advisers. None of this is a secret, and, quite frankly, some of the...

Rob Arnott of Research Affiliates cedes CEO title

August 10, 2018

Rob Arnott, founder of smart beta and asset allocation manager Research Affiliates, is relinquishing his CEO duties but remains chairman of the firm, a company spokesman said. Katrina Sherrerd, president and chief operating officer, was named...

Networking plays a key role in helping women advisers advance

August 9, 2018

As our members know, the Financial Services Institute has been highly engaged for many years in the crucial mission of helping women begin and develop successful careers in the financial advice industry, both as advisers and home office executives....

The rise of the female financial adviser

August 8, 2018

Our industry has long lamented the small percentage of female advisers. Indeed, the data show that only around 17% of all advisers are women. But has the time (finally!) come for the rise of the female financial adviser? The Tipping Point We...

5 principles that set apart top-performing advisory firms

August 7, 2018

Independent advisory firms represent $5 trillion in assets under management, and the independent model continues to win considerable market share. According to Schwab Advisor Services' 2018 RIA Benchmarking Study, for firms with over $250 million...

Solidify client relationships in volatile times by overcommunicating

August 6, 2018

After the historically low levels of volatility seen in 2017, many investors became accustomed to a lack of bumps in the market. However, the type of predictability simply has not held true so far in 2018. In the current market environment,...

Time or money: Which is more important?

August 6, 2018

I just returned from an eye-opening family trip to Spain. I met my wife in Madrid more than two decades ago when we were both studying abroad, and while the city might be more modern, the rituals and culture remain remarkably unchanged. I have...

5 tips for productive conversations about diversity

August 4, 2018

Having difficult conversations sucks. Often you feel like you're running in circles, going over and over the same issues and not being heard. When the conversation turns to race, gender and sexual orientation, discussions become especially difficult....

Race is hard to talk about at work — here's how to make it easier

August 4, 2018

I'm Asian-American and grew up in a racially diverse city, but this doesn't mean I've always understood what race was or how to talk about it. During my first career as a public school teacher, the impact of racism, housing segregation and economic...

5 actions underrepresented advisers can take to further their careers

August 4, 2018

For June's celebration of Pride Month, I was part of a valuable discussion about the intersection of LGBTQ and fintech. My fellow panelists and I celebrated Pride and gains in diversity and inclusion, and talked about how to be momentum-drivers,...

Why investors should diversify more than just their assets

August 4, 2018

The next generation of investors demands more from their portfolios. While they still expect to generate returns that will fund a home, their children's education and retirement, a growing number also expect their investments to make a difference....

Why a lack of diversity among financial planners persists

August 4, 2018

A recent Pew Research Center study found that the majority of Americans say growing racial and ethnic diversity makes the U.S. a better place to live. While the country is experiencing an increase in diversity, the financial planning profession...

Climbing the digital mountain

August 1, 2018

Digital: A search for the term on the InvestmentNews website produces 1,645 hits. Good news for advisers looking to top off this summer's beach reading list, though you might have to upgrade your iPad. Alternatively, you could dodge the frenzy...

Host the Perfect Client Event

August 1, 2018

Client events can be a lot of work, and there are many factors that come into play that could determine their success. But they are also a very important part of building your business because they can help you strengthen your relationships...

Digital plus human equals the future of advice

August 1, 2018

Speculation about the future of advice will never end, and with good reason: The future is unpredictable. But when the future conversation about the future focuses solely on technology and the disruptions that will emerge as a result, we lose...

Adviser compensation involves a conflict that can be managed — but not avoided

July 30, 2018

Over the past year, the Certified Financial Planner Board of Standards imposed discipline on several individuals regarding the way they disclosed compensation to clients and prospective clients. Specifically, the cases involved uses of the term...

Millennial heirs go to summer camp

July 30, 2018

Fifty-two heirs to lavish fortunes luxuriate in sleek splendor at the Four Seasons. They sip designer lattes and speak the language of wealth. The talk is of money, noblesse oblige, technology, Formula One. At lunchtime, out comes chilled rosé,...

Is it better to meet with clients in person or online?

July 27, 2018

Is it better to meet with a client in person, or virtually? It depends on who you ask. According to research from FactSet, a data analytics provider, high-net-worth individuals now conduct 44% of their interactions with an adviser online. The...

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