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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...

RIAs take a soft approach to cross-selling

March 10, 2017

Registered investment advisers are under increased pressure to grow their business and deepen client relationships, which forces them to sell their full spectrum of services to as many clients as possible. Thus, RIAs have become masters of the...

Doing a better job articulating adviser value

March 5, 2017

As we continue​ exploring how to unleash adviser potential, let's recognize something important: You're probably doing a supremely mediocre job of articulating your value proposition. Recently, I googled "wealth management firms" and selected...

Adviser's tweet about widow of fallen Navy SEAL sends firm into crisis PR mode

March 2, 2017

The ripple effects from a single tweet Tuesday night during President Donald J. Trump's speech before Congress have turned at least one financial adviser's life upside down, while also sending an unsuspecting financial advisory firm into emergency...

Digital marketing strategies take years to perfect, but can yield prospects galore

February 28, 2017

Financial advisers revere the idea of new business leads coming to them instead of them having to pursue prospects, but successful inbound marketing requires a focused strategy and trial-and-error that can take years to perfect. At McLean Asset...

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...

U.S millionaire households hit 6.8 million

February 16, 2017

Households with $1 million or more in investible assets now number 6.8 million, up about 4% from the 6.5 million millionaire households last year, according to an annual study released today by Phoenix Marketing International. While the overall...

Dominate your social media in an hour a week

February 16, 2017

What if I told you that you can spend less than an hour a week and have content for all your social media platforms by using a simple process I can teach you right now? This process has really helped me get more content pushed out across many...

Time Inc. starts personal finance video venture

February 6, 2017

The publisher of Fortune, Money and Sports Illustrated has launched Coinage, a video-first brand covering personal finance that will run on 22 Time Inc. sites. In a press release, the company said that Coinage will feature 600 videos this year,...

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...

Betterment now offering human advice with its robo

January 31, 2017

Betterment is the latest digital financial advice firm to incorporate live planners into their business model, as the line between traditional and robo-advisers continues to blur. The New York-based firm has hired about a dozen financial advisers,...

Advisory firm PagnatoKarp expands concierge services to smaller clients

January 27, 2017

It isn't just ultra-wealthy clients today who have access to concierge services through financial advisory firms. With competition for clients heating up and pressure on fees, some advisers are reaching down to clients with fewer resources to...

3 ways financial advisers can get ahead in 2017

January 27, 2017

Everyone's familiar with the famous Isaac Newton quote, “If I have seen further, it is by standing on the shoulders of giants.” However, not many of us actually take his words as sound advice. Too many of us opt to rely on our own experiences...

No more excuses for not marketing your firm for growth

January 27, 2017

In reviewing surveys on the challenges advisers face, client issues consistently top the lists. Servicing, managing expectations and attracting new clients rank highest. Saying “clients” is not enough when considering the phases of the client...

Adviser's Consultant: Provide these services to attract younger clients

January 26, 2017

Many who become Pamela Capalad's clients tried to be financially informed, but got lost along the way. Most of the others have been financially lost from the beginning and feel like it's their fault. Providing financial advice to people in their...

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...

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,”...

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...

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