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RIAs find it easy to justify spending more on technology in 2017

December 27, 2016

Technology is a necessity in the modern financial advice industry, and not staying ahead of it is essentially the same as ignoring it altogether. “There is no way we will become robo advisers, but we have to create a digital experience because...

How financial advisers can get unstuck in the New Year

December 27, 2016

Most financial advisers started their firm because they had a dream for a different life and a vision of how to get there. They're passionate, ambitious and committed to building their new venture. Fast forward a few years and, in all too many...

How long can you go without bringing your values into a client conversation?

December 21, 2016

As real financial advisers, we're paid for our advice, right? That's why clients come to us and ask for help. They want to know what we think — with one exception. Clients don't want us substituting our values for theirs. A classic example...

Tools financial technology companies plan to bring advisers in 2017

December 16, 2016

Advisers wondering what their technology providers will offer next year will be happy to know that they're focused on the same thing that most advisers emphasize — the client. Many of the tools financial technology companies plan to deliver...

Advisers may not feel it yet, but downward fee pressure is coming

December 15, 2016

Financial advisers might not feel the increased pressure on fees this year, or next, but it is coming, according to the 2016 Fidelity RIA Benchmarking study. Factoring in the increased pressure from realities such as the rapid growth of low-cost...

Apps to help make business travel easier for financial advisers

December 13, 2016

At times, we need to travel for business. No matter how enjoyable it might seem when saying yes, travel has its own set of inconveniences and dilemmas. Before agreeing to a trip, at least one of these questions must be answered with a yes: Do...

Charles Schwab to combine robo-advice and financial advisers in new hybrid model

December 13, 2016

Charles Schwab & Co. plans to target mass affluent investors with a hybrid robo model that combines advice from financial advisers with online advice. With a $25,000 minimum, Schwab Intelligent Advisory will provide clients a customized financial...

Lessons from Google: How advisers can maintain relevance in a changing world

December 12, 2016

Recently I had a fascinating visit to the Google headquarters to spend the morning with their marketing and ideation folks. Google's perspective on how mankind gathers and shares information is illuminating and can teach us all something about...

Aspiriant picks up $850M Silicon Valley RIA

December 12, 2016

The growth continues for Aspiriant, as the Los Angeles-based advisory firm is about to lock up its third RIA transaction in a year, with at least two more deals slated in coming months. In the latest deal, which is expected to close Jan. 31,...

How advisers can connect with what's most important in clients' lives

December 12, 2016

Life stage strategies can help financial advisers deepen client relationships and develop unique competitive advantages. A financial adviser is getting ready to meet with two clients. On paper, they look almost identical. They are both male,...

Check these guys out, not just boomers and millennials

December 7, 2016

Generation X remains largely invisible to financial service providers, who continue reaching out to serve baby boomers and millennials, but tend to forget about the 35 million people in between. Reseach firm Cerulli Associates said advisers...

What Trump can teach financial advisers about women

November 30, 2016

I never thought I would write a blog about Donald Trump. But I guess most of us never would have guessed that he would become our 45th president. Whether you are sad that he won or just plain relieved that this election is over, his candidacy...

Will product pricing pressures carry over to advisory fees?

November 30, 2016

As low-cost index funds and ETFs continue to take market share from higher-cost actively managed funds, financial advisers could soon find themselves caught up in the downward pressure on fees. Emily Sweet, senior analyst at Cerulli Associates,...

Want to provide a better client experience? Consult your clients

November 30, 2016

“You're looking for referrals? You seem so busy; I didn't think you were taking on new clients.” That client exchange was an eye-opening moment for one adviser who'd been struggling to understand why the firm's most engaged clients weren't...

Older investors use both financial advisers and online advice

November 30, 2016

Affluent older investors have increased their use of both online resources and paid financial professionals in the past year because they don't believe a single source can resolve all their questions, new research reveals. As more sources of...

Presidential election is a warning shot to financial services industry

November 23, 2016

The U.S. Presidential election turned a lot of heads worldwide. For the first time in modern history, the U.S. elected a commander in chief with no political experience, little of the support traditionally given to the candidate of a major party...

How financial advisers should discuss their pay with clients

November 22, 2016

I consider you a member of the Secret Society of Real Financial Advisers. As a member, I assume you realize that your clients expect transparency when it comes to how you're paid. Based on that assumption, I think you need to be prepared to...

Advisers worry about clients leaving them over fees

November 11, 2016

Wealth managers serving high-net-worth individuals and families are feeling pressure to cut fees in order to hang on to their clients. While the majority of financial advice providers said they did not change what they charge clients over the...

Technology guide for firms that turn to next gen clients

November 7, 2016

Along with many in the industry, our firm is increasingly open to the idea of finding innovative ways to establish profitable relationships with tomorrow's life blood of our industry — young clients. To that end, my firm BerganKDV Wealth Management,...

Mystery shoppers can show advisers what's turning off prospects

November 1, 2016

Fidelity Investments is encouraging advisers to deploy undercover “mystery shoppers” to help firms learn more about their business development shortcomings. The Boston-based company said one financial adviser used this approach to discover...

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