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What’s in a firm name (or rename)?

December 18, 2013

Just as parents may agonize over naming their newborn, financial advisers often labor over what to call their new business. A quarter century ago, Grant Rawdin struggled with what to name the investment advisory firm he was starting out of the...

Husbands stifle wife-adviser relationships

December 17, 2013

Why aren't wives more involved in interactions around their family's finances with their adviser? Turns out the husband is partly culpable — and part of the solution. For about 58% of couples, men are the primary contact with the financial...

Adviser military backgrounds can earn veteran clients' trust

December 15, 2013

When Russell Robertson retired from the U.S. Army as a colonel in 2007, he chose to turn his longtime passion for investing into a profession that would help fellow military retirees. “I was an engineer [in the Army], so I did some interviews...

Advisers who specialize in a profession are invaluable

December 15, 2013

Mackenzie Martin loves animals and majored in animal sciences at Oregon State University, but she doesn't like the blood or needles that are a necessary part of life for veterinarians. So instead, Ms. Martin has carved out a niche for herself...

Providing financial wisdom for the academic crowd

December 15, 2013

As an adviser with a niche practice serving professors, Jim Lange understands the thinking of academics, whose careers have been driven by the love of intellectual pursuit rather than money. A bit of an academic himself, Mr. Lange is a certified...

Financial first aid for the medical profession

December 15, 2013

When North Star Consultants Inc. adviser Gregory R. Wikelius started his career, he did what many in his position have done before — picked up the phone and began the arduous process of cold-calling potential clients. He called. And called....

How to use CPAs to attract new business

December 13, 2013

As I have built my practice through strategic and professional partnerships, I am often asked: How do I effectively work with CPAs? Advisers understand the benefits of having a revenue-sharing relationship with top accounting firms. Conversely,...

Relax, clients don't want to hear from you via Twitter

December 13, 2013

All the proclamations that financial advisers have to master social media so that they can communicate with clients and prospects appear to have been wrong, or at least premature. Investors — whether they have $100,000 to invest or more than...

Financial literacy begins at the office

December 12, 2013

A financially secure employee is a happy employee. That seems to be the bottom line of a newly released Workplace Benefits Report from Bank of America Merrill Lynch. Based on a nationwide survey of more than 1,000 companies of all sizes, the...

Who's your dream client? Time to figure it out

December 12, 2013

Three-quarters of advisers can't clearly describe who their ideal client is and that could be hurting their business, according to a Financial Planning Association report issued Wednesday. Only 25% of financial advisers have formally defined...

BrightScope opens platform, allowing advisers to make changes for free

December 12, 2013

Financial information website BrightScope Inc. said Thursday that financial advisers who want to make changes to their online profiles on the firm's Advisor Pages platform will be able to do so free of charge, following adviser complaints over...

Industry must draw a line between brokers and financial advisers, TD exec says

December 12, 2013

At a conference in Las Vegas, Skip Schweiss, TD Ameritrade Institutional's managing director of adviser advocacy, told the press Wednesday to stop calling broker-dealer representatives “advisers” in their stories. InvestmentNews asked him...

Investors who celebrate wins are doomed to disappointment

December 11, 2013

Let's pretend for a moment that you have agreed to be a part of a study I'm conducting. I bring you into a room and present you with six Impressionist works of art. I then ask you to rank the six paintings from 1 to 6, with 1 being your most...

NAPFA, FPA waiting on CFP Board to have fee-only talk

December 11, 2013

Four months after a controversy blew up over how to categorize investment advisers, based on how they are paid, formal talks among the groups at the heart of the debate haven't yet begun. Over the summer, differences between the Certified Financial...

A sharp eye on company risk

December 11, 2013

As registered investment advisory firms grow, they are beginning to take a page out of the asset managers' handbook in creating a C-suite position to manage risk. Many smaller firms haven't joined the trend yet, but the role of chief risk officer...

The new rules of adviser compensation

December 11, 2013

– “One of the biggest mistakes advisors make is substituting money for active business management,” Mark Tibergien, chief executive officer, Pershing Advisor Solutions. That was just one key takeaway on running a more effective advisory...

Using software as a succession-planning tool

December 11, 2013

Lois and Jeremy James, a mother-and-son team of Raymond James co-branch managers, learned to their surprise when adopting the firm's new financial planning software that it was also useful as a succession-planning tool. The two James Investment...

3 technology tools for which I am most thankful

December 10, 2013

Thanksgiving has passed and I spent the day feeling grateful for my family, friends and good health. As I was in my turkey coma, I thought about what else I was thankful for. Surprisingly (or not), technology came to mind. Although I say that...

Adapt or die: 5 ways advisers must embrace change

December 10, 2013

Do you remember Friday nights at the video store — the smell of popcorn, crowded aisles and long lines? In most places, those days are long gone. Founded in the 1980s when videocassette recorders were a fixture in U.S. homes, Blockbuster's...

Platinum teams up with Focus Partners to train advisers

December 9, 2013

Platinum Advisor Strategies and Focus Partners will work together to train advisers to improve their marketing, staffing, operations and client services, executives from the firm said in a joint statement Monday. The “Platinum Elite Coaching...

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