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Michael Conway: How to help clients align their lives with their wealth

February 24, 2017

Advisers need to remember that what drives clients' happiness is not basis points and portfolios, but all of the other things in life including relationships and health, according to Michael Conway, CEO of Conway Wealth Group.

How Super Branches Spell Opportunities for Advisors

February 23, 2017

Many advisors know of colleagues who have left wirehouses or other firms and affiliated with an independent broker-dealer. They may not be as aware, however, that an increasing numbers of advisors are discovering that another path to independence...

A Unique Opportunity for B-D Managers and Principals

February 23, 2017

For branch managers and executives of smaller broker-dealers who seek independence and business growth, the Super Branch model represents an increasingly popular choice. Several characteristics of Super Branches, also known as large Offices...

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...

Client communication strategies for uncertain markets

February 22, 2017

We've recently seen financial media publish articles that directly contradict each other. Some outline the strengthening of the U.S. economy and the associated market reactions, while others outline rising debt levels and historically high P/E...

Get ahead of robo-advisers by combining personal and digital services

February 22, 2017

Can you combine technology and personal interaction to differentiate yourself from robo-advisers? Can this combination be used to make your clients more loyal? Can it help clients better understand risk and return? Can it even assist clients...

Stephanie Bogan: Are you building a wildly successful business and a life that you love?

February 22, 2017

Stephanie Bogan, founder of Educe Inc., discusses how your success in business and in life begins and ends with who you are and how you show up in this world.

Help clients feel confident and in control of the retirement planning process

February 22, 2017

The thing I loved most about the old Star Trek series was the interaction between Mr. Spock and Captain Kirk. Mr. Spock always used sound logic to make his decisions while Captain Kirk often made gut decisions relying mostly on his emotions....

Why passive asset managers represent high risk for financial advisers

February 22, 2017

Recently, I spoke with a financial adviser who is increasingly worried that a client complaint could make its way onto his record. A large number of clients have called him, wondering why their portfolios trailed the broader market during the...

Robo-advisers and human advisers adopt each others' biggest advantages

February 21, 2017

The battle that's been brewing between live financial advisers and automated advice providers seems to have ended in a draw. Both sides of the fight are largely adopting their opponents' biggest advantages and the lines between robo and live...

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...

Adviser's Consultant: Creating a new service for clients with smaller nest eggs

February 15, 2017

Brandon Johnson decided that so many of Johnson Financial Group's family office clients were asking if the firm could help their less wealthy friends, neighbors and relatives that he'd create a new business to serve them. The 15-year-old multi-family...

Online Platforms Help Advisors Add Alternatives

February 15, 2017

If there was a single lesson learned by advisors from the worldwide financial crisis in 2008, it was that a truly diversified portfolio should contain assets with a low correlation to stocks and bonds. Institutions and other ultra-high-net-worth...

Working to spark a global movement for pro bono financial planning

February 14, 2017

The United States has a long history of connecting the financial planning community to people in need. For 22 years now, we've helped fund vital programs that connect volunteer financial planners to underserved people who need no-strings-attached,...

There's never been a better time to provide life insurance advice

February 10, 2017

I've never seen a better time to advise clients about life insurance. With insurers increasing costs with increasing frequency and performance consistently disappointing clients' expectations for decades, clients need help with this last, largest,...

Women cope better financially with later-in-life divorce than men: CPA survey

February 9, 2017

With the divorce rate for those over the age of 50 having doubled since 1990, the increasing number of newly-single Americans near or in retirement is throwing new wrinkles into financial plans. A new survey finds that women are coping with...

Houston-area Lifestyle Financial Advisors merges with nearby adviser

February 8, 2017

Lifestyle Financial Advisors has merged the Laura A. Nagle independent advisory practice, bringing total assets under management to $510 million, according to a press release issued by First Allied Securities, the firm's broker-dealer. Lifestyle...

3 non-traditional methods for acquiring a financial advisory practice or book of business

February 7, 2017

In the highly-competitive acquisition landscape for independent financial advice practices, successful buyers need an edge. Embracing non-traditional acquisition methods provides an essential set of tools that may make the difference between...

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