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Advisers find summer slowdown has become a thing of the past

August 7, 2017

Summer isn't what it used to be, according to financial advisers. June, July and August used to be slower months when clients vacationed and advisers would recharge themselves and their practices, completing long-term projects aimed at business...

9 ways advisers can attract millennial clients

July 25, 2017

Just because financial advisers are getting older doesn’t mean they can’t continue to connect with the next generation of clients. Douglas Boneparth, president of Bone Fide Wealth, and his wife Heather co-authored the book "The Millennial...

7 marketing ideas for the dog days of summer

July 17, 2017

Practice management experts say that summer, when advisers likely have some extra time on their hands, is a good time to initiate some business development strategies. Here are some ideas from Andrew Klausner, founder of AK Advisory Partners,...

Advisers envision a disrupted advice industry if Amazon shows up

July 6, 2017

News that Amazon is buying Whole Foods has some financial planners envisioning a transformed advice industry if the internet giant buys its way into the business of delivering personal financial services. The prospect is not much of a stretch...

Changing the financial advice industry narrative: put the client first

July 5, 2017

While the DOL fiduciary rule remains stuck in a political quagmire in Washington and the industry argues the risk of higher compliance costs versus the harm brought by conflicts of interest, our industry needs to look at what it actually means...

Advisory firms rethinking how they deliver value: Fidelity survey

June 29, 2017

For advisory firm leaders who are rethinking how best to deliver value — and 81% are, according a report by Fidelity — their primary efforts should be put into client "fulfillment." The report, "New Advice Value Drivers," found that 31%...

Wealth management firms struggle with lower fees, fewer new clients

June 28, 2017

Wealth management firms are struggling with a drop in fees, scarcity of new clients and little prospect for growth as young investors shun full-service retail firms. Even as the bull market pushed industry assets under management to a record...

Advice firm carves out unit for women investors

June 26, 2017

Fairport Asset Management has been so successful attracting widows and female executives that it's created a new division within the firm to focus solely on serving wealthy women. Under the Luma Wealth Advisors brand, the firm will target women...

3 big ideas from the brightest minds in behavioral economics

June 21, 2017

In 1987, two professors at UC Berkeley, Daniel Kahneman, a psychologist, and George Akerlof, an economist, offered a joint class called Psychology and Economics for the first time. They each went on to win the Nobel Prize for Economics in consecutive...

7 ways advisers are turning off potential clients

June 20, 2017

Financial advisers are likely losing prospects in ways they never thought mattered, but practice management and market experts say these actions can be relationship ending. Matt Matrisian, senior vice president of strategic initiatives at AssetMark,...

RIAs tout their fiduciary status to clients as DOL rule implementation begins

June 9, 2017

Some registered investment advisory firms reached out to clients in advance of Friday's partial implementation of the Labor Department's fiduciary rule to clarify expectations for those who may be confused by increased chatter about "best interest"...

Financial advisers do whatever it takes to avoid talking politics with clients

June 2, 2017

Politics, in general, and President Donald J. Trump, in particular, have become hot-potato topics that most financial advisers try to avoid when talking with clients. In a political climate that some describe as more polarized and vitriolic...

Erin Botsford: Building a financial services business that grows itself

May 27, 2017

The following is an excerpt from "Seven Figure Firm: How to Build a Financial Services Business that Grows Itself" by Erin Botsford (Greenleaf Book Group Press, 2017). Ms. Botsford, a Barron's Top 100 adviser, is also the author of "The Big...

Summer reading suggestions from top members of the financial advice industry

May 25, 2017

It's that time of the year again! With summer's official start less than a month away, InvestmentNews has prepared a reading list for advisers comprised of recommendations from some of your top peers and experts. We asked for both professional...

How financial advisers can drive more value into their practices

May 25, 2017

The increasing cost and complexity needed to operate as a financial adviser in today's environment is creating a market ripe for mergers and acquisitions. As costs are climbing and there are greater pressures on fees, margins are being compressed....

Top financial advisers' tips for landing seven-figure clients

May 15, 2017

Financial advisers with high-net-worth clients offer their best advice on how to sell a large client on your firm, and describe what they wish they had known before going into their first meeting with a whale.

What financial advisers can learn from Amazon

May 10, 2017

Recently my phone's storage chip malfunctioned. Unfortunately, I had a full afternoon of meetings and an early morning flight the next day. Thanks to Amazon, I had a new chip in my mailbox by the time I arrived home a couple of hours later that...

What women want from financial advisers

May 8, 2017

Financial advisers understand that nurturing a mutually productive relationship is the nature of the business. Twenty years ago, investing was more of a man's game and though the number of female advisers is meager (only 14%), the number of...

8 secrets for advisers before writing that book

May 1, 2017

The fastest way for financial advisers to become an authoritative source is to write a book on their specialty, but the process is fraught with missteps, experts warn. Here are secrets to making it a successful marketing venture from Adam Witty,...

How to handle getting fired by a client

May 1, 2017

Unlike fishermen, financial advisers don't typically boast about the one that got away. But when pressed to reflect on the times they've been fired by clients, the stories can be insightful, educational and even entertaining. "In 28 years, I've...

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