Results for "client servicing"

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Armed forces personnel need the help of financial advisers

September 30, 2017

Last year, when financial planner Christy Raines helped a military widow invest part of a life insurance death benefit, it underscored both the challenges and the need for financial planning among the nation's vast military community. "A lot...

Fidelity has 'real need' to recruit more women, Johnson says

September 27, 2017

For people well-schooled in the relationship between supply and demand, here's one Fidelity Investments may not have seen coming: The demand for female financial advisers outstrips the supply. Women customers often ask to work with female advisers,...

Dividing retirement assets when divorcing abroad

September 25, 2017

The millions of Americans who live and work outside of the United States face unique and challenging planning issues due in large part to their native land's unique tax policies on citizenship-based tax residency and the many special tax and...

How advisers can become small business exit planning specialists

September 20, 2017

Now that we have entered a fiduciary era, it's pretty clear that the most successful financial advisers will focus on creating an advice-centric experience for clients, as opposed to a transactional relationship that emphasizes product sales....

The role of an adviser when the unexpected happens

September 19, 2017

When Hurricane Harvey hit Southern Texas, few could be truly prepared for the destruction brought on by the never before seen deluge of rain. Two weeks later Hurricane Irma destroyed several Caribbean islands and swamped Florida as the biggest...

A special need for financial advice

September 16, 2017

Ellen Rice's father died suddenly this year, and she was surprised to discover he'd left her $1.6 million in property and investments. He had envisioned the inheritance would be a great blessing for a daughter who has struggled financially to...

Help special needs families get started on a lifetime of planning

September 15, 2017

Managing editor Christina Nelson talks with special projects editor Liz Skinner about specialists who say any adviser can and should get the financial ball rolling for people in this community.

Cerulli: Advisers increasingly outsourcing portfolio management

September 14, 2017

Investment advisers are increasingly outsourcing portfolio management and concentrating on building client relationships, according to a study by Cerulli Associates. Outsourcing has three advantages, according to Cerulli, and the first is that...

Help clients make a swift evacuation from Hurricane Irma with this checklist

September 7, 2017

Planning ahead for an unexpected storm or fire can help protect your clients' personal and financial well-being. Consider these recommendations for sharing with clients to help them protect important documents and make a swift, safe evacuation....

Ask the Ethicist: How can advisers best disclose conflicts of interest related to compensation?

September 5, 2017

Q: I provide financial planning and investments as a dually-registered person with an insurance company. I offer financial planning advice as an investment adviser representative of the insurance company affiliated registered investment adviser....

Financial advisers in Harvey's path ride out the Texas storm

August 28, 2017

Financial advisers and their clients are weathering Tropical Storm Harvey in classic Texas style: by hunkering down and helping each other as much as possible. "A lot of people are checking in to see how other people are doing, but nobody is...

Understanding — and overcoming — your clients' behavioral biases

August 24, 2017

The following is an excerpt from a new white paper, “The road to retirement success”, which was co-developed by the InvestmentNews Content Strategy Studio and Great-West Financial®. To view download the full white paper, click here. Building...

Despite misleading ads, annuities can be critical for lifetime income planning

August 23, 2017

If you're in the annuity industry, a client has probably walked into your office with preconceived notions about annuities for retirement planning, partly due to some critics' opinions on annuities that may not consider the needs of everyone....

The future looks very different

August 19, 2017

What's next? Is the past prologue?

8 ways to enhance client meeting preparation to boost outcomes

August 18, 2017

Advisers who rethink the way they prepare for client meetings can use them as opportunities to generate new business opportunities and to strengthen relationships. Practice management experts John Anderson, managing director and head of practice...

Advisers turning to text messages to communicate with clients

August 16, 2017

Financial advisers over the past 12 months have been giving text messaging a fresh look as a method for communicating with clients, in part because email has become a much less effective way to connect. Advisers are recognizing that response...

9 big dreams that advisers made come true for clients

August 14, 2017

Financial advisers share their successes helping clients achieve their dreams from arranging a Parkinson's patient first-ever skydive to helping a couple establish a nonprofit animal sanctuary.

7 ways advisers fixed clients' biggest financial dilemmas

August 11, 2017

Financial planning issues come in all shapes and sizes, and sometimes it takes creativity, along with knowledge and outside help, to get a client out of a jam. Here are seven ways advisers fixed the problem.

Advisers find summer slowdown has become a thing of the past

August 7, 2017

Summer isn't what it used to be, according to financial advisers. June, July and August used to be slower months when clients vacationed and advisers would recharge themselves and their practices, completing long-term projects aimed at business...

Stock market gains spark questions from clients

August 3, 2017

The longer the stock market goes up, the more clients of AllianceBernstein ask when it will go down. That's according to Dianne Lob, senior managing director for equities, who says questions about the timing of the next 5% or 10% decline in...

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