Results for "client servicing"
Displaying 1,345 results
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...
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,...
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...
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....
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...
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...
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.
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...
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....
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....
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...
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...
Sponsored by Great-West Financial®
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....
August 19, 2017
What's next? Is the past prologue?
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...
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...
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.
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.
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...
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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