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Building a Client-centric and Advisor-centric Platform

January 16, 2017

The wealth management industry is undergoing profound change: new regulations, a shifting competitive landscape, and a rapidly evolving customer. No one knows this better than financial advisors themselves: ninety percent of advisors said that...

Watch for this new cybersecurity scam, IRS warns

January 13, 2017

The Internal Revenue Service is warning tax professionals to beware of emails ostensibly penned by prospects — and advisers should heed the same guidance. A new phishing scheme is making the rounds where cybercriminals pose as an individual...

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,”...

Garrett Planning Network cuts deal on software that creates comprehensive financial plans

January 10, 2017

The Garrett Planning Network of hourly financial advisers has struck a deal with RightCapital to give its members up to a 25% discount on software to create comprehensive financial plans with clients and take a step toward meeting new Labor...

Tips for working with female clients who are in financially unequal relationships

January 9, 2017

When partners are financially unequal, it's challenging no matter who has more. You would think that by now, a woman having substantially more money wouldn't be such a big deal. But it is. And you might think that the experience you have with...

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...

Retirement coaching could improve post-career happiness

January 5, 2017

Helping clients prepare for the giant step of retiring can require more than a focus on finances and an ad hoc discussion about hobbies. For some clients, a successful retirement may demand specialized coaching from a growing number of professionals...

Veteran PNC Wealth Management rep goes independent

January 5, 2017

Matthew Pietzak has left PNC Wealth Management to launch his own firm, Vantage Private Wealth, based in Naples, Fla. Mr. Pietzak, who oversaw more than $300 million at PNC, will be offering financial planning and investment management services...

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...

Advisers can help clients keep their 2017 financial resolutions

December 28, 2016

Money-related resolutions are second only to weight loss pledges this time of year, but there are ways financial advisers can help clients retain their financial resolve for longer than they stay off the cupcakes. Advisers can help clients set...

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...

Why the financial planning industry needs a Jerry Maguire-like paradigm shift

December 27, 2016

Jerry Maguire stood in a maze of cubicles and performed his swan song to the blank stares of his coworkers. In the sports agency racket, he had become lost in a system where both agents and clients had learned to follow the money and nothing...

How to help clients achieve sustainable philanthropic giving

December 20, 2016

Philanthropy that delivers lasting results is as important as ever to affluent clients — especially here in the U.S. What's changing, however, are the tools, trends and strategies wealthy philanthropists are using to build sustainable charitable...

Use of artificial intelligence technology in financial services to grow: report

December 19, 2016

Financial services firms are beginning to deploy artificial intelligence technologies to make themselves more efficient and better than their peers — and those without a strategy should develop one now, according to a new report. “It is...

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...

Financial advisers must adapt quickly to competition from robos to stay in business: CFP Board

December 15, 2016

Financial advisers and their firms will need to evolve over the next five years or they may face an inhospitable landscape where most clients' needs are met by digital advice platforms, a new report concludes. Although the precise impact that...

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