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Your most important client meeting ever

January 22, 2018

A word of advice – don't look down. You'll only realize how far you could fall. That advice has never been more relevant for investors and advisers as equity markets soar to new heights. We've seen a long and steady rise in the market, fueled...

Vanguard's Buckley: Fee compression is coming advisers' way

January 22, 2018

Tim Buckley, Vanguard's CEO, kicked off Monday's session at the Inside ETFs conference with cheery news for advisers: 58% of your job is susceptible to automation, and your fees are likely to continue to decline. But it wasn't all gloom from...

The financial adviser evolution is underway

January 10, 2018

We're in the midst of an adviser revolution. Or, maybe it's better to call it an adviser evolution. While most of us look at the next 12 months with renewed excitement, inspiration and focus, we're also overwhelmed with the opportunity and unforeseen...

Increasing the number of women advisers an uphill climb

January 12, 2018

Efforts to recruit and retain female financial advisers continue to be an uphill battle across the financial services industry. Despite near universal acknowledgment of the advantages of having more women working with clients, the hard data...

RIAs expect faster asset growth in 2018

January 9, 2018

The majority of RIA firms — 78% — expect their assets under management to rise in 2018, with nearly half saying assets will grow faster than in 2017, according to a telephone survey of advisers conducted for TD Ameritrade. Registered investment...

By the numbers: Investing and business outlook for 2018

January 6, 2018

Financial advisers are expecting positive results in 2018, on everything from economic 
performance to growth of their own books of business. The following findings are from 
InvestmentNews' 2018 Outlook Survey of 344 advisers in December...

Don't Pave the Cow Paths… Blaze your own Path

January 9, 2018

“They just keep paving the cow paths!” I first heard this phrase over a decade ago in Boston, where every day I would commute to work through twisting, potholed, impossibly crowded roads. A colleague, a Boston native, explained the legend...

Five financial resolutions your clients will keep

January 3, 2018

For many of us, the making — and breaking — of New Years' resolutions is an annual, time-honored tradition. Investment habits almost always make the list. Well-intentioned clients promise that from now on they're going to invest regularly,...

Female clients have gone from niche to the new normal

December 21, 2017

The numbers tell a compelling but contradictory story. Women are 51% of the population and are outpacing men in both workforce participation and college graduation rates, according to U.S. Census data. Moreover, they are at the precipice of...

Five obstacles to true tax optimization

December 22, 2017

As we approach year end, tax considerations bubble up to the top of the portfolio management agenda for advisers. As they weigh tax benefit claims made by competing managers, the cynicism and confusion around the claims made is real. There are...

Seven business strategies for advisers in 2018

December 1, 2017

The world is changing fast and you can't plan for everything. But you can implement sound strategies today to position your business for future success. Indeed, careful planning is essential to sustained business success, and now is the time...

The case for active engagement

December 14, 2017

We have become so used to thinking about indexes, ETFs and beating the market that we have turned shares into financial commodities. They have become building blocks with which we can synthesise ever more exotic instruments, but it has reached...

Ten years after the crisis, investors need advisers more than ever

December 20, 2017

Hartford Funds recently conducted a survey to uncover how investors were affected immediately after the financial crisis and how financial behaviors have changed in the years following, including now, a decade later. The resulting data suggests...

How the tax bill will affect 8 families

December 20, 2017

If you're confused by how the Republican tax bill will affect your clients, you're not alone. The final version rewrites the tax code in dozens of ways, eliminating deductions, changing rates, and creating brand-new benefits for certain taxpayers,...

Terrorist groups take a lesson from corporations

December 5, 2017

Most financial advisers might not see parallels between running an advisory firm and running a global terror organization, but there are lessons to be learned from even the worst actors. The MarketCounsel Summit kicked off Tuesday in Miami with...

Protecting client data at advice firms

December 1, 2017

Financial services firms have a target on their back. Given the massive quantity of names, addresses, Social Security numbers, bank account numbers, credit card numbers and other sensitive information kept on file, cyber criminals are going...

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...

New adviser credential hones accumulation skills

December 12, 2017

There is no question that the wealth management industry is changing. The question for financial advisers is how do they differentiate themselves in a post-fiduciary environment with robo-advisers nipping at their heels? Perhaps it's time to...

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...

Coach clients on salary negotiations

November 28, 2017

Individuals from the millennial generation are breaking money silence when it comes to their salaries, according to new research by Cashlorette.com and Bank Rate. Their study finds that 63% of people ages 18 to 36 have discussed their compensation...

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