Results for "next gen"

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Merrill adds Zelle to wealth management app to let clients make payments

June 26, 2018

Merrill Lynch is updating its mobile app with some modern features that are increasingly popular among consumers. Clients can now scan and send documents to their Merrill Lynch adviser using their smartphone camera, view activity in their Bank...

The next generation of advisers don't just want a job – they want inspiration

April 30, 2018

With the age of the average independent adviser remaining stubbornly high, firms that support these professionals have become more resourceful and focused in reaching out to the younger generation. From supporting more CFP programs at the college...

40 Under 40 is back — nominate your best now

March 6, 2018

InvestmentNews is beginning its search for the sharpest minds and most engaging personalities among the advice industry's up-and-comers. We're counting on you to help us find them. If you know a superstar adviser who will be 39 or younger on...

Oops! Unintended consequences of tax-law changes

January 13, 2018

The Republican tax bill, signed into law on Dec. 22, has a few unintended consequences for financial advisers. Despite the steady shift from commissions to fee-based accounts, the former could now be slightly more attractive to clients. That's...

10 trends hitting financial advisers this year

January 9, 2018

Policy changes like tax reform and implementation of the Department of Labor’s fiduciary rule occupied most of the wealth management industry’s attention in 2017, and research firm Aite Group said these will drive adviser uncertainty. At...

Boomers: Envision your business transition plan

January 3, 2018

The Department of Labor rule, fee compression, and the overall migration to advisory business are issues that have been on advisers' minds for some time. But for baby boomers, who are not only the largest segment of advisers but also the ones...

Break the sustainable-investing bottleneck

January 2, 2018

InvestmentNews' December ESG section wasn't just a "feel good overview" to close out the year. You've probably seen that every financial news outlet in every corner of the industry is focused on sustainable investing as the next great leap for...

Women in Advice

December 20, 2017

The following is an excerpt from the report, “Women in Advice: Inspiring the Next Generation of Financial Advisers”

Survey: 41% of households mix digital, human financial advice

December 14, 2017

Individual investors are slowly abandoning pure self-direction and are turning to financial professionals for advice, according to a new study by an investor data company. But this isn't a return to the way things used to be, said Hearts & Wallets,...

Capitalism is beautiful. Young prospects might disagree

December 11, 2017

Capitalism is one of the greatest things that ever happened to America. This isn't just an idle thought for me. It's why we at Stephens launched the ongoing This Is Capitalism multimedia experience two years ago. Yet many Americans, including...

More advisory firms develop bench strength as competition for heavy hitters intensifies

December 11, 2017

Building a top-performing team is one of the biggest challenges facing leaders in any field. As increased competition for top talent continues to grow, compensation is outpacing the rate of revenue growth. This makes human capital management...

Advisers ignore 'responsible investing' at their own risk

November 17, 2017

Financial advisers might be missing a big asset-gathering and client-satisfaction opportunity if they aren't familiar with the nuances of "responsible investing" trends, according to Marcus Valesco, managing director in the Wealth Management...

Envestnet Tamarac overhauls adviser software

November 14, 2017

Envestnet Tamarac is launching a significantly redesigned version of its wealth management software suite for advisers. What was formerly known as Advisor Xi is now simply called Tamarac, but the company says the update is much more than either...

Philip Palaveev on how firms should be recruiting young talent

November 7, 2017

There's a lot more to succession planning than just hiring younger advisers, but some registered investment advisers aren't even doing that part right. Philip Palaveev, founder and chief executive of The Ensemble Practice, describes why it's...

Millennials, women drive assets to ESG strategies

November 7, 2017

Two groups of people – women and Millennials – are responsible for the doubling of ESG assets to $8.1 trillion worldwide since 2014, said panelists at the InvestmentNews Focus on Investing event on Monday. "Women now control up to 50% of...

Giving to charity, the millennial way

October 10, 2017

I am a millennial and an adviser – a combination becoming more common each year. Even so, professional colleagues looking to reach a younger client base regularly ask me how to attract and better serve my often-misunderstood generation. The...

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,...

FPA to collaborate on podcast as part of expanded NexGen effort

September 12, 2017

The Financial Planning Association has started working with planner Hannah Moore to expand the reach of her podcast aimed at younger advisers, and is working on other efforts to reach new planners. Ms. Moore, a Dallas-based financial planner,...

Connecting with Millennial Clients

September 1, 2017

If you're like some of the seasoned advisors I work with, you may be disinterested in connecting with millennial clients. Instead of seeing the potential (albeit long-term) growth opportunity for your business, you focus on this generation's...

XY Planning Network launches TAMP for young investors

August 29, 2017

The XY Planning Network created a technology platform for members to help them provide client service the way younger investors demand: digitally. The turnkey financial planning platform unites online onboarding for clients and robo-adviser...

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