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Should your firm offer a robo-advice platform? Here's what your peers are doing

March 23, 2017

The latest research from InvestmentNews finds that offering a robo-advice platform may not be right for all advisory firms, but all firms can learn how to harness technology to offer innovative service. The following is an excerpt from the "2017...

10 surprising adviser tech trends

March 20, 2017

Advisers disclose who makes their technology spending decisions and where those dollars are being directed in the 2017 InvestmentNews Adviser Technology Study released Monday. This year, clients are playing a leading role in how the nearly 300...

Help wealthy clients to avoid deadbeat kids

March 17, 2017

Wealthy Americans who have worked hard for their financial success often have difficulties instilling in their children the same hard-working conscientiousness that helped them achieve financial success. Financial advisers can play a role in...

How independent financial advisers can build practices that thrive regardless of DOL fiduciary rule outcome

March 14, 2017

When it comes to the Department of Labor's fiduciary rule, financial advisers continue to feel considerable uncertainty driven by the recent complexity of presidential directives and federal court decisions. Beyond the general sentiment of DOL...

6 essential ingredients to life insurance advice

March 14, 2017

There's never been a better time to provide life insurance advice. Guiding clients through a proven decision-making process to products in their best interests can be a terrific way to build a business. Advice differs from product sales in that...

How to help clients who are going through major life events

March 13, 2017

I recently Googled "reasons to hire a financial adviser" and found something startling. Almost all the articles mentioned transitions. The advice was clear: If you are experiencing a major life event, such as retirement, divorce, inheritance...

4 ways to position your practice to attract more high-net-worth clients

March 1, 2017

Changes in demographics, technology and regulations have commoditized traditional core client-service offerings among retail financial advisers. Everything from asset management to fund selection to asset allocation strategies are no longer...

5 ways to build quality financial plans amid DOL fiduciary rule uncertainty

February 27, 2017

As advisers grapple with an uncertain regulatory environment, increased competition and fee compression, it's imperative for them to focus on strengthening client relationships. One of the best ways to do this is by creating and implementing...

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...

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...

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...

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....

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...

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...

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,...

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...

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