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A visit to India and the world's largest startup

April 19, 2018

I recently spent a week in four cities across India. The trip lived up to all my expectations: The Taj Mahal was stunning, Old Delhi chaotic, Jaipur majestic, and Mumbai vibrant. The highlight, however, was not geographic, but commercial. Our...

Brokerage firms can improve diversity by making it a priority

April 17, 2018

If firms want to get serious about being a more diverse and inclusive place to work, they need to start treating diversity like they would any other business priority. That was the key recommendation from Anne Robinson, managing director and...

Have you reached your full potential?

April 10, 2018

Insights from top-performing financial advisors uncover the psychological advantages top-performers use to unlock their capacity for peak performance. The Investments & Wealth Institute® presents “The New Neuroscience of Doubling Production,”...

Technology must reinforce trust, or else

April 10, 2018

Look around that desk of yours for a moment. Think about your personal relationships, your work, your family and even your own daily habits. Technology plays a role in every aspect of your life, sometimes without your even knowing it. We're...

Financial advisers' empathy gap

April 10, 2018

Sometimes a cliché is best captured in a picture. On my colleague's phone was a black Bentley, chrome logo glistening in the sun. The car belonged to one of his most successful clients, but it wasn't the presumptive price tag that was jarring....

If friends asked you to recommend an adviser, could you?

April 3, 2018

Good friends ask you for a referral to a financial adviser. You've known this couple for decades, and you and your spouse socialize with them regularly. In their mid-60s, they're do-it-yourselfers and seem to have made smart financial decisions...

4 things to remember when delivering bad news

March 30, 2018

Whether financial advisers are dealing with an existing client, or a prospective one, they are expected to provide an honest and objective view of the client's financial situation. As a financial adviser, being able to present bad news to a...

Charitable planning for business owners in transition

March 30, 2018

Boomer business owners are reaching an age at which they must exit the business and move into what used to be called "retirement." But many such boomers are still energetic and eager to put their money and their talent to work post-exit. As...

Social media helps gain clients, but changes relationships, study finds

April 3, 2018

Social media has changed adviser-client relationships, helping advisers attract and retain clients, but leading to fewer face-to-face meetings or phone conversations, a study by Putnam Investments finds. In its fifth Social Advisor Study, Putnam...

Advisers, you're invited to take part in our 2018 Adviser Compensation, Profitability Survey

March 27, 2018

InvestmentNews Research invites all financial advisory firms to participate in its 2018 annual adviser benchmarking survey. We are making two important changes to this year's study that we hope will provide advisers and the industry with more...

Does money buy happiness?

March 13, 2018

Does money buy happiness? Looking at some of the recent research on this topic suggests that advisers need to understand their client's personality to really know the answer, and most importantly, how to help their clients align their spending...

Best Places to Work for Financial Advisers

March 24, 2018

These firms go beyond offering financial advisers attractive benefits and perks: they create workplaces that empower employees, giving them the skills and confidence needed to provide clients with the best possible financial planning advice....

Trouble with your millennial advisers? Here's what you did wrong

February 27, 2018

Something odd is going on. Why are partners at established wealth management firms sounding so alarmed about their millennial advisers? Why are they pulling me aside to complain that their young associates aren't bringing in enough business?...

Global boom swells ranks of the ultra wealthy

March 7, 2018

Stronger global growth and booming stock markets have been great for the super rich. The number of people with more than $50 million of net assets rose 10% last year, the fastest pace in at least five years, according to a report published Wednesday...

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...

Investment technology: Can Alexa handle multi-account portfolio management?

March 2, 2018

Adviser technology can be overwhelming. Which CRM system is the best? What about financial planning software? Portfolio rebalancing tools? Is it better to use a rebalancing tool, or to outsource that work to a third-party manager — or even...

Demographic shifts push advisory firms to rethink tech strategies

February 28, 2018

A couple of years ago, InvestmentNews warned of the "great wealth transfer" that loomed on the horizon and detailed the risk it posed to advisers. The article unearthed some unsettling stats about what happens to the adviser-client relationship...

How engaging with investor relations teams can provide insights into market opportunities

February 26, 2018

Today's market environment, coupled with ongoing regulatory reform, is serving as a catalyst for global companies to develop greater connectivity with all investors, including financial advisers and wealth managers. Many companies — often...

Designing the Super OSJ of the future

February 23, 2018

At an industry event last year, I caught up with a friend who runs a prosperous independent producer group that supports both his personal book of business as well as those of other successful advisers — or what some in the profession call...

Fiduciary conduct is good for business

February 21, 2018

Investment advisers have been conditioned to think of fiduciary conduct as a compliance matter. The long-debated DOL fiduciary rule, the impending SEC fiduciary rule, Finra's recent "best interest" spin on suitability, and new fiduciary laws...

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