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8 social media etiquette mistakes firms should avoid

February 17, 2017

Common online habits and marketing strategies of advisers may be breaking all the digital rules without them even knowing it. Scott Steinberg, author of Netiquette Essentials, which was recently updated, said firms should avoid making these...

U.S millionaire households hit 6.8 million

February 16, 2017

Households with $1 million or more in investible assets now number 6.8 million, up about 4% from the 6.5 million millionaire households last year, according to an annual study released today by Phoenix Marketing International. While the overall...

Adviser's Consultant: Creating a new service for clients with smaller nest eggs

February 15, 2017

Brandon Johnson decided that so many of Johnson Financial Group's family office clients were asking if the firm could help their less wealthy friends, neighbors and relatives that he'd create a new business to serve them. The 15-year-old multi-family...

Banks, credit unions could start buying advisory practices

February 1, 2017

In September, when Salem Five Bank acquired Stumm Financial Services, it set in motion a financial advice model that could become a blueprint for other banks and credit unions, and also represents new distribution for platforms like LPL Financial....

Time for financial advisers to reimagine their offices

February 1, 2017

A slew of articles in several media outlets from CNN to TechCrunch have recently highlighted a medical disruptor called Forward that opened its first “doctor's office” in San Francisco in mid-January. I think it holds an important perspective...

Cross-selling a big focus for JPMorgan private bankers working with wealthy clients

February 1, 2017

Salespeople of all stripes know the drill. Go to the morning pump-up sessions. Hit the revenue targets. Move product or move along. The playbook for selling everything from phones to time shares also crops up in a rarefied environment — the...

Ask the Ethicist: What happens when an adviser gets caught in the middle of divorcing clients?

February 1, 2017

Q: I married my husband a few years ago. It was a second marriage for both of us. Since I was moving across country after the marriage, we decided to use the financial adviser with whom he already had a strong relationship. His adviser was younger...

Advisory firm PagnatoKarp expands concierge services to smaller clients

January 27, 2017

It isn't just ultra-wealthy clients today who have access to concierge services through financial advisory firms. With competition for clients heating up and pressure on fees, some advisers are reaching down to clients with fewer resources to...

Adviser's Consultant: Provide these services to attract younger clients

January 26, 2017

Many who become Pamela Capalad's clients tried to be financially informed, but got lost along the way. Most of the others have been financially lost from the beginning and feel like it's their fault. Providing financial advice to people in their...

Aspiriant's focus on scale and aggregation makes it a top-tier RIA consolidator

January 24, 2017

With $10.4 billion under advisement, Aspiriant is muscling its way toward the top tier of serious consolidators of registered investment advisers. Rob Francais, the enthusiastic CEO of the Los Angeles-based RIA, likes to reference his “100-year...

7 things you should never say to clients

January 24, 2017

If you want to attract and keep your clients, your messaging is crucial. And that all comes down to what you say, said Frank Luntz, CEO of Luntz Global Partners and speaker at the Inside ETFs 2017 conference on Monday, Jan. 23.

10 signs you need to fire your client

January 23, 2017

Certain actions from a client should signal to a financial adviser that it’s time to cut that customer loose. Advisers who witness these behaviors should think about the impact a difficult client may be having on an adviser’s happiness —...

Facebook challenge 2017: Moving beyond money

January 17, 2017

Mark Zuckerberg, founder of Facebook, publicly shared his personal challenge for 2017. He intends to meet people from all 50 states. His stated goal is to use technology to “change the game so it works for everyone.” In order to do that,...

Is it time for financial advisers to change their messaging around retirement?

January 12, 2017

Many financial advisers specialize in retirement planning and retirement income distribution services. But what if retirement itself is no longer the compelling reason for people to see a financial adviser? Consider this: Individuals who have...

Robos jumping into socially responsible investing space

January 11, 2017

Financial advisers who don't offer socially responsible investing choices are giving clients and prospects another reason to go robo. Several automated advice platforms have been created recently to pair ones' values with their investments,...

Blogs key to driving traffic to adviser websites, but what topics resonate best?

January 10, 2017

Financial advisers seeking to grow their businesses should carve out more time for writing, as blogs have become an essential tool for finding new clients. “Blogs are vital for firms that want to use their websites to grow their businesses,”...

RIAs embrace the collegial world of study groups

January 9, 2017

One might assume the last thing a busy financial adviser would want is another meeting on the calendar. But when it comes to organized study groups with industry contemporaries, it seems RIAs can't get enough. “The RIA market is extremely...

Outlook 2017: Advisers reveal their hopes and fears for the new year

January 8, 2017

Joshua Mellberg is avoiding long-term contracts with technology providers and others until his advisory firm has judged the financial fallout of the Labor Department's rule on retirement advice, which begins to take effect three months from...

Younger investors most willing to pay for financial advice: Cerulli

January 4, 2017

More investors are willing to pay for financial advice today compared to nine years ago when the nation was on the cusp of an economic recession, and a surprising demographic is proving to be the most inclined. About 50% of investors said they...

Top minds in financial advice share their resolutions for 2017

December 28, 2016

InvestmentNews polled the 2016 Women to Watch awardees and some of the industry’s standout young professionals highlighted in our 40 Under 40 this year and asked them to report their 2017 resolutions, both in their professional and personal...

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