Results for "next gen advisors"

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Confidence: How you can give it to young financial advisers and watch them run with it

March 16, 2017

Our fourth annual 40 Under 40 project is under way, and we need your help to uncover top young talent in financial advice. InvestmentNews' goal each year is to find the stories that inspire the industry and illuminate its clearest path to future...

College planning programs in need of financial aid

February 26, 2017

Hit hard by an 18% drop in state funding over the past six years, Kansas State University can't even afford to teach its 65 financial planning students how to use such popular planning programs as MoneyGuidePro or Morningstar Advisor. "We're...

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...

Beware the gap coming in the number of financial advice professionals

February 22, 2017

With the average financial adviser now 51 years old, and as the baby boom generation grinds toward retirement, it's only natural to fret over a potential dearth of fresh faces to fill the advice ranks. From a big-picture perspective, David Canter,...

Trouble keeping Next Gen advisers motivated? It may be normal

February 7, 2017

Maybe the much-discussed difficulty of keeping Next Gen advisers motivated isn't that much different from keeping other workers happy. Professionals with between one and two years on the job are more stressed, less happy and less interested...

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...

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...

Why the financial advice industry should focus less on diversity and more on inclusion

December 20, 2016

It doesn't really need to be rehashed because the issue has been talked and written about at great length already, but the financial services industry does, in fact, have a diversity problem. The statistics bear this out. InvestmentNews reported...

Advisory firms redesign their offices to attract millennial clients

November 6, 2016

Private offices are a thing of the past at advisory firm SignatureFD. The 20-year-old practice moved two years ago and created a front-office area that feels more like a Starbucks than a financial services firm. Employees are encouraged to congregate...

5 steps to elevate the next generation

July 13, 2016

As an independent firm grows, the role of an owner evolves from being a player on the team, to leading and managing an organization. Eventually, size and complexity will drive the need for greater professional management to help drive the owner's...

The time is now for young financial advisers

May 29, 2016

After graduating from college, Eric Roberge worked at two investment banks and then four different advisory firms within five years, unable to find a company where he felt comfortable. After he decided to start his own firm, he was forced to...

High schoolers to test whether they're smarter than a financial adviser

April 15, 2016

About 100 high school students will learn firsthand what life as an adviser is like this summer through an industry program aimed at showing them that financial planning is very different than what they see in movies like "The Wolf of Wall Street."...

It's time to make way for next-gen

April 3, 2016

A power shift is under way in our industry. Baby boomer and next-gen advisers are like seismic plates shifting underground, with one group poised to become more powerful as the other slowly fades. This change may not happen without a volcanic...

What boomer advisers should do when their successors get impatient

March 25, 2016

A power shift is under way in our industry. Baby boomer and next-gen advisers are like seismic plates shifting underground, with one group poised to become more powerful as the other slowly fades. This change may not happen without a volcanic...

Adviser's Consultant: Building an in-house residency program to grow next gen advisers

January 11, 2016

Andrea Eaton and the other two advisers at Cornerstone Wealth Advisors found themselves in a position in 2010 where they didn't need another adviser, but they needed someone who could take on some of the administrative and light client duties...

A Diversity Problem

December 14, 2015

Like many Americans, Gerald Loftin remembers the day the O.J. Simpson verdict was announced. But for him, the memory has an even more painful cast: He almost quit his job as a financial adviser that day.

Key to success for women: Confidence

October 25, 2015

As the years go by and the data pile up, waiting for the financial advice industry to embrace gender equality wholeheartedly across all levels feels like waiting for Godot. We cheer at the slightest of gains that women make in the workforce...

Direct-to-consumer robo-advisers that don't expand their business model face long-term head winds

September 28, 2015

Robo-advisers had many traditional advisers shaking in their boots when the online platforms first stepped onto the financial industry stage. But these days, some automated investment advisers aren't looking as strong as they used to. In fact,...

7 cool, useful apps to help streamline your workflow - Quick fix

September 18, 2015

It’s nice when advisers can pull out their smartphones and find a quick fix for whatever needs to be done. It could be a document that needs to be scanned when there’s no scanner in sight, or a way to store passwords when there are just...

Robo-advisers face first reckoning in downturn

August 24, 2015

The market correction on Friday and volatility that continued into this week may be the first test of automated investment platforms that critics of robo-advisers have been waiting for. Monday morning brought a series of nervous tweets from...

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