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When machinery makes financial advisers' work obsolete

March 27, 2017

A few weeks ago I travelled with some fellow entrepreneurs to spend six days in Vietnam and Cambodia. It was everything you'd imagine: exotic, beautiful and fascinating. The highlight for me was visiting the twelfth century temple at Angkor...

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...

10 surprising adviser tech trends

March 20, 2017

Advisers disclose who makes their technology spending decisions and where those dollars are being directed in the 2017 InvestmentNews Adviser Technology Study released Monday. This year, clients are playing a leading role in how the nearly 300...

Social media's place in marketing

March 19, 2017

I​ didn't start my career in marketing. In fact, my first desire to understand marketing was because I had a sizable sales goal. My position required me to reach a national audience with little to no brand recognition — or marketing budget....

Adviser or advisor? The debate rages on

March 19, 2017

In the annals of financial advice, few questions have divided folks more than whether someone who offers professional financial advice is an "adviser" or "advisor." Trite as it might seem, the debate lives on, possibly because the correct answer...

Help wealthy clients to avoid deadbeat kids

March 17, 2017

Wealthy Americans who have worked hard for their financial success often have difficulties instilling in their children the same hard-working conscientiousness that helped them achieve financial success. Financial advisers can play a role in...

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...

How independent financial advisers can build practices that thrive regardless of DOL fiduciary rule outcome

March 14, 2017

When it comes to the Department of Labor's fiduciary rule, financial advisers continue to feel considerable uncertainty driven by the recent complexity of presidential directives and federal court decisions. Beyond the general sentiment of DOL...

6 essential ingredients to life insurance advice

March 14, 2017

There's never been a better time to provide life insurance advice. Guiding clients through a proven decision-making process to products in their best interests can be a terrific way to build a business. Advice differs from product sales in that...

How to help clients who are going through major life events

March 13, 2017

I recently Googled "reasons to hire a financial adviser" and found something startling. Almost all the articles mentioned transitions. The advice was clear: If you are experiencing a major life event, such as retirement, divorce, inheritance...

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...

7 changes firms need to make to attract more female advisers

March 9, 2017

Women still want mentors and to see other women reach leadership positions, but other surprising workplace changes could draw more females into the financial advice industry. These seven ideas were born from a two-hour discussion by leading...

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...

Stephanie Bogan: How to bridge the gap between where you are and where you want to be

March 1, 2017

While some advisers blame their shortfalls on external causes — such as fees, processes or compliance — many would benefit to look at the role they play in creating those conflicts, according to Stephanie Bogan, founder of Educe Inc.

OSJs: Add Value and Increase Rep Stickiness with Well-Planned Branch Events

March 1, 2017

To attract and retain top advisors, super branches need value-add services that differentiate them from other firms. Camaraderie and peer knowledge often top the list of reasons independent advisors decide to join a branch rather than operate...

4 ways to position your practice to attract more high-net-worth clients

March 1, 2017

Changes in demographics, technology and regulations have commoditized traditional core client-service offerings among retail financial advisers. Everything from asset management to fund selection to asset allocation strategies are no longer...

RIAs embrace the tough-love feedback of advisory boards

February 28, 2017

It takes a thick skin to invite outsiders to rigorously critique your financial planning business, but some financial advisers wouldn't have it any other way. "I show them my business plan, and I usually get beat up pretty good, but it has helped...

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...

5 ways to build quality financial plans amid DOL fiduciary rule uncertainty

February 27, 2017

As advisers grapple with an uncertain regulatory environment, increased competition and fee compression, it's imperative for them to focus on strengthening client relationships. One of the best ways to do this is by creating and implementing...

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