Results for "your practice"

Displaying 2,864 results

Sort: Date | Relevance

Author:

What behavioral finance can teach us about markets — and ourselves

May 22, 2017

OMAR AGUILAR, PH.D. Senior Vice President and Chief Investment Officer, Equities and Multi-Asset Strategies, Charles Schwab Investment Management Behavioral finance — a body of work combining psychology, economics and other social sciences...

Shrinking talent pool puts strain on advisory firms

May 20, 2017

Jon Yankee suddenly found himself in a hiring crunch last month. One new financial planning graduate who had accepted an associate adviser position with his firm, FJY Financial, abruptly backed out, and later that week, a midlevel adviser notified...

How to serve clients during a Trump presidency

May 17, 2017

Since last November's presidential election, politics have dominated so many conversations. Investing, of course, is no exception. Many investors question what a Trump presidency means for markets. Some worry he'll introduce sweeping changes....

Ed Slott: The real reason your clients may be saying no to your advice

May 16, 2017

Sometimes clients are confused, and a confused mind often says no, according to Ed Slott of Ed Slott's Elite IRA Advisor Group. Here are five simple ways to get clients to be more open to doing planning with you.

Cyberattack should prompt advisers to ask their IT professionals hard questions

May 15, 2017

Advisory firm owners should be asking their information technology experts two important questions to protect their businesses from the "WannaCry" ransomware attack that hit more than 200,000 computers in 150 countries in recent days and from...

Top financial advisers' tips for landing seven-figure clients

May 15, 2017

Financial advisers with high-net-worth clients offer their best advice on how to sell a large client on your firm, and describe what they wish they had known before going into their first meeting with a whale.

Stephanie Bogan: How advisers can tap into their unlimited potential

May 12, 2017

Success is 80% mindset and 20% methodology, according to Stephanie Bogan, founder of Educe Inc. Here, she discusses how advisers can change their mindsets to effect the changes they want.

How to handle clients who share Johnny Depp's alleged compulsive buying habits

May 11, 2017

Financial advisers who have dealt with clients like Johnny Depp, an alleged compulsive spender with $2 million in monthly bills, have found methods of reforming their clients' errant shopping. Details of Mr. Depp's $30,000 monthly wine bills...

What financial advisers can learn from Amazon

May 10, 2017

Recently my phone's storage chip malfunctioned. Unfortunately, I had a full afternoon of meetings and an early morning flight the next day. Thanks to Amazon, I had a new chip in my mailbox by the time I arrived home a couple of hours later that...

MLB managers can coach advisers through the robo-revolution

May 10, 2017

As the Major League Baseball season kicks off every April, team managers begin the tedious tasks of posting lineup cards, pointing to bullpens and stepping up to post-game microphones. Since the birth of the sport, managers proved their worth...

What women want from financial advisers

May 8, 2017

Financial advisers understand that nurturing a mutually productive relationship is the nature of the business. Twenty years ago, investing was more of a man's game and though the number of female advisers is meager (only 14%), the number of...

Managing client expectations is a big part of an adviser's job

May 6, 2017

In recent surveys reporting the challenges faced by advisers, managing expectations and servicing and attracting new clients lead the list. Having talked in this column about the ways advisers hold themselves back when it comes to attracting...

Envestnet Tamarac launching new apps for advisers' clients, one with AI

May 4, 2017

Envestnet Tamarac will make financial apps available to advisers' clients over the summer that can help them budget for monthly bills and other expenses and show them their total net worth, including assets held away from the adviser. The Chicago-based...

Dynasty Financial lures breakaways with new financing deal

May 3, 2017

Dynasty Financial Partners is launching a new division aimed at providing liquidity options for registered investment advisers. The new unit, Dynasty Capital Strategies, will expand the firm's capabilities to include the purchasing of revenue...

How to take half the year off and still grow your assets by 20% annually

May 2, 2017

Financial adviser Micah Shilanski keeps an unorthodox schedule. He meets with all of his 125 clients every quarter at his office in Anchorage, Alaska, but for six months out of the year he is on the road, traveling with his wife and three young...

8 secrets for advisers before writing that book

May 1, 2017

The fastest way for financial advisers to become an authoritative source is to write a book on their specialty, but the process is fraught with missteps, experts warn. Here are secrets to making it a successful marketing venture from Adam Witty,...

How to handle getting fired by a client

May 1, 2017

Unlike fishermen, financial advisers don't typically boast about the one that got away. But when pressed to reflect on the times they've been fired by clients, the stories can be insightful, educational and even entertaining. "In 28 years, I've...

Integration—The Holy Grail of Financial Technology

May 1, 2017

Integration means different things to different people, but in our industry, I liken it to the holy grail of financial technology. Why? Integrated systems improve efficiency, allowing you to, for example, input a piece of data once and automatically...

3 Obstacles to Smooth Successions

May 1, 2017

Mortality The first step of succession planning is recognizing you have a problem: you are not going to live forever. Advisors often think they will work until they die, ignoring the high probability that an illness or disability could cause...

Encourage financial literacy by speaking to clients' emotional priorities

April 26, 2017

Despite its crucial importance, financial literacy continues to be an intimidating topic — not just for savers across the age spectrum, but for professionals who are in a position to help address the problem of financial illiteracy across...

Next Page »

1 | 2 | 3 | 4 | 5 ... 144