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Michael Conway: How to help clients align their lives with their wealth

February 24, 2017

Advisers need to remember that what drives clients' happiness is not basis points and portfolios, but all of the other things in life including relationships and health, according to Michael Conway, CEO of Conway Wealth Group.

Advice firms adapt to millennial advisers who want to help their peers

February 23, 2017

Young financial advisers are helping to convince the leaders of traditional planning firms that making their financial services more palatable to Next Gen clients will pay off. Seeking to serve their peers, many young advisers are persuading...

Client communication strategies for uncertain markets

February 22, 2017

We've recently seen financial media publish articles that directly contradict each other. Some outline the strengthening of the U.S. economy and the associated market reactions, while others outline rising debt levels and historically high P/E...

Get ahead of robo-advisers by combining personal and digital services

February 22, 2017

Can you combine technology and personal interaction to differentiate yourself from robo-advisers? Can this combination be used to make your clients more loyal? Can it help clients better understand risk and return? Can it even assist clients...

Help clients feel confident and in control of the retirement planning process

February 22, 2017

The thing I loved most about the old Star Trek series was the interaction between Mr. Spock and Captain Kirk. Mr. Spock always used sound logic to make his decisions while Captain Kirk often made gut decisions relying mostly on his emotions....

Why passive asset managers represent high risk for financial advisers

February 22, 2017

Recently, I spoke with a financial adviser who is increasingly worried that a client complaint could make its way onto his record. A large number of clients have called him, wondering why their portfolios trailed the broader market during the...

Robo-advisers and human advisers adopt each others' biggest advantages

February 21, 2017

The battle that's been brewing between live financial advisers and automated advice providers seems to have ended in a draw. Both sides of the fight are largely adopting their opponents' biggest advantages and the lines between robo and live...

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...

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...

Working to spark a global movement for pro bono financial planning

February 14, 2017

The United States has a long history of connecting the financial planning community to people in need. For 22 years now, we've helped fund vital programs that connect volunteer financial planners to underserved people who need no-strings-attached,...

There's never been a better time to provide life insurance advice

February 10, 2017

I've never seen a better time to advise clients about life insurance. With insurers increasing costs with increasing frequency and performance consistently disappointing clients' expectations for decades, clients need help with this last, largest,...

Women cope better financially with later-in-life divorce than men: CPA survey

February 9, 2017

With the divorce rate for those over the age of 50 having doubled since 1990, the increasing number of newly-single Americans near or in retirement is throwing new wrinkles into financial plans. A new survey finds that women are coping with...

How to pick the right active manager

February 7, 2017

Volatility has ripped through the equity markets due to concerns surrounding slowing growth in China, a Fed shifting from hawk to dove, the Brexit vote, a turbulent U.S. election cycle and a surprise win by Donald Trump. For any adviser trying...

How to Earn Your Clients' Trust

February 3, 2017

As our industry continues to evolve, investment management becomes commoditized, and fiduciary responsibility takes center stage, it's more important than ever to earn your clients' trust, so they feel more comfortable turning to you for all...

TD's Nally urges evolution of RIA fee model

February 2, 2017

Financial advisers should rethink the way they charge clients, as service expectations and needs have evolved, the head of a large custodian told advisers Thursday. Registered investment advisers that charge a fee based on a percentage of assets...

Big data for analyzing adviser businesses, clients part of TD's fintech strategy for 2017

February 2, 2017

TD Ameritrade Institutional will add new tools to its platform this year that employ big data to help financial advisers understand their businesses better and a dashboard to pinpoint where client service is lagging. The firm's open-access technology...

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...

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...

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...

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