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AssetMark offers advisers free tool to value their business

June 27, 2017

AssetMark Inc., a Concord, Calif.-based provider of investment and consulting services for advisers, has launched a free, online tool designed to help advisers determine the estimated value of their business. The tool also identifies areas of...

Advice firm carves out unit for women investors

June 26, 2017

Fairport Asset Management has been so successful attracting widows and female executives that it's created a new division within the firm to focus solely on serving wealthy women. Under the Luma Wealth Advisors brand, the firm will target women...

Adviser's Consultant: Hammering out succession plans that work for everyone

June 26, 2017

Charlie Fitzgerald spent the last five years or so figuring out how to equitably pass on his 19-year-old financial advice firm, Moisand, Fitzgerald, Tamayo, to the next generation. The Orlando-based firm structured agreements three years ago...

Edward Jones is winning the Google search war

June 22, 2017

Edward Jones' financial advisers tend to land on top when it comes to Internet searches. The firm, which has 15,000 advisers, is the wealth management industry's leader in attracting online traffic to their websites from those who search for...

Interns will take on several roles at advisory firms this summer

June 21, 2017

Tens of thousands of college students will be toiling away this summer at financial advice internships around the nation, taking on projects like exploring new software and helping firms go paperless to planning office celebrations and client...

3 big ideas from the brightest minds in behavioral economics

June 21, 2017

In 1987, two professors at UC Berkeley, Daniel Kahneman, a psychologist, and George Akerlof, an economist, offered a joint class called Psychology and Economics for the first time. They each went on to win the Nobel Prize for Economics in consecutive...

Mark Goldberg exits W.P. Carey for Griffin Capital

June 21, 2017

Mark M. Goldberg, who held several senior positions at W.P. Carey over the past nine years, has joined Griffin Capital, another real estate investment firm, as CEO of its broker-dealer. In addition to heading Griffin Capital Securities, Mr....

7 ways advisers are turning off potential clients

June 20, 2017

Financial advisers are likely losing prospects in ways they never thought mattered, but practice management and market experts say these actions can be relationship ending. Matt Matrisian, senior vice president of strategic initiatives at AssetMark,...

Thinking about M&A? Keep these three issues in mind

June 20, 2017

Mergers and acquisitions have the potential to accelerate the growth and profitability of financial advisory firms if they're properly planned and executed. To improve their likelihood of success, advisers need to ask some tough questions up...

The crisis of creation in an advisory practice

June 19, 2017

Why do advisers feel their firms are capable of much more, but find themselves challenged when they try to tap into that potential? In my 20 years of consulting, I've noticed that there are only 2 types of activity: energy-draining and energy-creating....

Advisers need to get on board with the digital revolution

June 16, 2017

No matter the size of the advisory firm or the make up of the client base, it would be a mistake to overlook the marketing potential of social media and digital interactions. Megan Carpenter, chief executive and co-founder of FiComm Partners,...

Think it's hard to start a new fund? Try marketing it

June 14, 2017

Want to start a new mutual fund? That's the easy part. It's marketing that has gotten tougher. The process of starting a mutual fund may seem daunting: After all, you need to line up custodian banks, push filings through the Securities and Exchange...

What should really happen at client meetings. Hint: It's not discussing investments.

June 13, 2017

Client meetings don't have to be all about investment performance. In fact, they don't have to be about performance at all, according to Jason Gordo, head of FinLife Partners and managing director at United Capital. "Four things you never want...

Making the Break:

June 12, 2017

One Hollywood storyline repeatedly strikes box-office gold: a handful of work colleagues lament the limitations of the company that employs them, and they together convert their frustrations into a bold leap to independence – a move which...

RIAs tout their fiduciary status to clients as DOL rule implementation begins

June 9, 2017

Some registered investment advisory firms reached out to clients in advance of Friday's partial implementation of the Labor Department's fiduciary rule to clarify expectations for those who may be confused by increased chatter about "best interest"...

Adviser's Consultant: Incorporating clients' risk scores into all planning decisions

June 8, 2017

David Yeske believes advisers can help clients make smarter financial decisions if they take the client's risk tolerance into consideration more often. Most advisers use a client's risk score to help decide how to invest their money, but it...

In the future, advisers will be at customers' beck and call

June 8, 2017

Within five years, advisory firms will be focused more on helping clients with all of life's decisions and will spend little time on investment management or even financial planning. Advisers will deliver some of this guidance digitally and...

Cetera adding facial recognition software to help gauge clients' emotions

June 7, 2017

Cetera Financial Group is adding facial recognition software to its set of financial technology tools later this year in an effort help its 8,500 affiliated advisers learn more about what's most important to their clients. The goal is for advisers...

Head of CFA Institute says financial professionals face 'existential' challenge

June 5, 2017

In an unusual display of self-reflection, the head of the CFA Institute called for his group to help restore public trust in financial professionals by being more honest and open. Speaking to more than 1,600 investment professionals at his group's...

Financial advisers do whatever it takes to avoid talking politics with clients

June 2, 2017

Politics, in general, and President Donald J. Trump, in particular, have become hot-potato topics that most financial advisers try to avoid when talking with clients. In a political climate that some describe as more polarized and vitriolic...

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