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Building a Client-centric and Advisor-centric Platform

January 16, 2017

The wealth management industry is undergoing profound change: new regulations, a shifting competitive landscape, and a rapidly evolving customer. No one knows this better than financial advisors themselves: ninety percent of advisors said that...

Congress shouldn't overlook these adviser issues in rush for change

January 15, 2017

President elect Donald Trump and the Republican-controlled Congress have a lot of legislative promises to keep as they get down to business — the repeal of Obamacare, tax reform, rolling back some of the Dodd-Frank regulations, renegotiating...

Is cyber insurance worth the cost?

January 15, 2017

President-elect Donald Trump has suggested that delivering messages via courier is the only way to protect data from hackers. But cybersecurity experts have a more practical solution for financial advisers: Craft plans for preventing, detecting...

Watch for this new cybersecurity scam, IRS warns

January 13, 2017

The Internal Revenue Service is warning tax professionals to beware of emails ostensibly penned by prospects — and advisers should heed the same guidance. A new phishing scheme is making the rounds where cybercriminals pose as an individual...

Is it time for financial advisers to change their messaging around retirement?

January 12, 2017

Many financial advisers specialize in retirement planning and retirement income distribution services. But what if retirement itself is no longer the compelling reason for people to see a financial adviser? Consider this: Individuals who have...

Robos jumping into socially responsible investing space

January 11, 2017

Financial advisers who don't offer socially responsible investing choices are giving clients and prospects another reason to go robo. Several automated advice platforms have been created recently to pair ones' values with their investments,...

Why This May Be the Right Time to Sell Your Practice

January 11, 2017

There's no more daunting task than creating a succession plan for your practice. You're busy. You'd rather be serving clients. Adding to the challenge, it feels more complicated the more successful and sophisticated your business becomes. It's...

Blogs key to driving traffic to adviser websites, but what topics resonate best?

January 10, 2017

Financial advisers seeking to grow their businesses should carve out more time for writing, as blogs have become an essential tool for finding new clients. “Blogs are vital for firms that want to use their websites to grow their businesses,”...

Garrett Planning Network cuts deal on software that creates comprehensive financial plans

January 10, 2017

The Garrett Planning Network of hourly financial advisers has struck a deal with RightCapital to give its members up to a 25% discount on software to create comprehensive financial plans with clients and take a step toward meeting new Labor...

Tips for working with female clients who are in financially unequal relationships

January 9, 2017

When partners are financially unequal, it's challenging no matter who has more. You would think that by now, a woman having substantially more money wouldn't be such a big deal. But it is. And you might think that the experience you have with...

RIAs embrace the collegial world of study groups

January 9, 2017

One might assume the last thing a busy financial adviser would want is another meeting on the calendar. But when it comes to organized study groups with industry contemporaries, it seems RIAs can't get enough. “The RIA market is extremely...

Outlook 2017: Advisers reveal their hopes and fears for the new year

January 8, 2017

Joshua Mellberg is avoiding long-term contracts with technology providers and others until his advisory firm has judged the financial fallout of the Labor Department's rule on retirement advice, which begins to take effect three months from...

By the numbers: Financial advice industry's outlook for 2017

January 8, 2017

Advisers' outlook for growth in their book of business Very optimisticSomewhat optimisticNeutralSomewhat pessimisticVery pessimistic 2017 2016 Biggest issue facing the financial advice industry in 2017 Revenue model in the first half of 2016,...

Retirement coaching could improve post-career happiness

January 5, 2017

Helping clients prepare for the giant step of retiring can require more than a focus on finances and an ad hoc discussion about hobbies. For some clients, a successful retirement may demand specialized coaching from a growing number of professionals...

Veteran PNC Wealth Management rep goes independent

January 5, 2017

Matthew Pietzak has left PNC Wealth Management to launch his own firm, Vantage Private Wealth, based in Naples, Fla. Mr. Pietzak, who oversaw more than $300 million at PNC, will be offering financial planning and investment management services...

Raymond James recruits Oregon adviser from Morgan Stanley

January 4, 2017

Raymond James & Associates has recruited Portland, Ore.-based brokerage representative Katherine Fisher-Schultz from Morgan Stanley. Ms. Fisher-Schultz, who managed more than $170 million in client assets at Morgan Stanley, has joined Raymond...

Younger investors most willing to pay for financial advice: Cerulli

January 4, 2017

More investors are willing to pay for financial advice today compared to nine years ago when the nation was on the cusp of an economic recession, and a surprising demographic is proving to be the most inclined. About 50% of investors said they...

Steward Partners nears $5B as it continues to recruit wirehouse reps

January 3, 2017

The first hurdle for any wirehouse rep hoping to join Steward Partners Global Advisory is the “no-jerk policy,” which company founders say is more important than experience or assets under management. “We want great people, first, who...

Finding the Right Ecosystem

January 2, 2017

The rise of companies utilizing financial technology (fintech) over the past five years can no longer be ignored by traditional wealth managers and established financial services firms. Capitalizing on digitalization, big data, social media,...

Top minds in financial advice share their resolutions for 2017

December 28, 2016

InvestmentNews polled the 2016 Women to Watch awardees and some of the industry’s standout young professionals highlighted in our 40 Under 40 this year and asked them to report their 2017 resolutions, both in their professional and personal...

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