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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...

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...

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...

How to get to Inbox Zero

July 26, 2018

Between that last email subscription you don't remember signing up for and the frequent office blasts, email can feel unwieldy, to say the least. And achieving Inbox Zero — the austere approach that dictates getting your inbox to the zen state...

What's new in today's move to independence

July 10, 2018

The following is a new white paper produced by Sigma Financial Corporation & Parkland Securities, LLC and the InvestmentNews Content Strategy Studio, “How to Determine if a Broker-Dealer is Right for You: Six questions advisors must ask about...

Getting to scale — the virtual solution

July 17, 2018

The industry may be adding registered investment advisers annually, but it's also consolidating at a record pace for one reason: the power of scale. Highly competitive,, aggressive growth RIAs are reshaping the landscape. Armed with capital,...

The problem with goals

July 2, 2018

The 2018 World Cup is in full stride. The world's best soccer teams are on the global stage in Russia, with their home fans glued to their TVs cheering and gasping with every turn of the ball. How can you not get swept up in the jubilation that...

Making a habit out of CRM best practices will help your business

June 29, 2018

"We are what we repeatedly do. Excellence, then, is not an act but a habit." — Will Durant Most of us struggle to some degree with establishing a work-life balance that yields all of our desired results. In many cases, addressing these struggles...

Why advisers need to be both effective and efficient

July 5, 2018

Peter Drucker may be gone, but his contributions to the field of management live on, particularly his espousal of the need to focus on both effectiveness and efficiency. That means doing the right things (effectiveness) in the right way (efficiency)....

What do we really know about our businesses?

May 17, 2018

My wife makes fun of me all the time for my use of numbers. She says that if I declare my business has reached $1 million, this means we are at $750,000; if I say there are 30 minutes left in a boring trip, that means there are two hours; if...

Adding diversity: A man's eye view of a women's conference

May 11, 2018

I was asked to attend the 2018 InvestmentNews Women Adviser Summit in Chicago on May 2. I cautiously accepted, not sure what I was getting myself into. What do hundreds of the nation's top female financial planners talk about when they get together?...

Wealth managers, stop cutting those fees

June 14, 2018

Wealth managers must stop offering clients unnecessary fee breaks and invest in advanced analytics to boost revenue because the industry faces a "complete transformation" in coming years, a study found. Private bankers generally charge one in...

Seven areas where smaller advisory firms are doing better, according to employees

May 15, 2018

Below are seven statements from our "Best Places to Work for Financial Advisers" employee engagement survey where staff at small independent advisory firms (15-29 headcount) were more likely to agree, rating their organization more positively,...

Culture can slip as firms grow

May 15, 2018

Scaling an advisory business is no easy task, not least because of a shortage of advisory talent necessary to fuel growth. And existential threats such as fee compression, industry consolidation, technological disruption, generational shifts,...

Always be closing? The end of selling

June 12, 2018

On a recent flight I watched a movie I'd seen decades earlier and marveled at how life has changed. The cult classic "Glengarry Glen Ross," based on David Mamet's Pulitzer Prize-winning play of the same name, is the poster child for the ugly...

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...

5 characteristics of growth-restrained RIAs

June 11, 2018

With competition for assets intensifying across the registered investment adviser marketplace, CEOs of successful RIAs are increasingly focused on aggressive growth strategies to bolster their competitive advantage and add significant value...

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...

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...

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,...

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