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Does money buy happiness?

March 13, 2018

Does money buy happiness? Looking at some of the recent research on this topic suggests that advisers need to understand their client's personality to really know the answer, and most importantly, how to help their clients align their spending...

Global boom swells ranks of the ultra wealthy

March 7, 2018

Stronger global growth and booming stock markets have been great for the super rich. The number of people with more than $50 million of net assets rose 10% last year, the fastest pace in at least five years, according to a report published Wednesday...

Trouble with your millennial advisers? Here's what you did wrong

February 27, 2018

Something odd is going on. Why are partners at established wealth management firms sounding so alarmed about their millennial advisers? Why are they pulling me aside to complain that their young associates aren't bringing in enough business?...

Investment technology: Can Alexa handle multi-account portfolio management?

March 2, 2018

Adviser technology can be overwhelming. Which CRM system is the best? What about financial planning software? Portfolio rebalancing tools? Is it better to use a rebalancing tool, or to outsource that work to a third-party manager — or even...

Demographic shifts push advisory firms to rethink tech strategies

February 28, 2018

A couple of years ago, InvestmentNews warned of the "great wealth transfer" that loomed on the horizon and detailed the risk it posed to advisers. The article unearthed some unsettling stats about what happens to the adviser-client relationship...

How engaging with investor relations teams can provide insights into market opportunities

February 26, 2018

Today's market environment, coupled with ongoing regulatory reform, is serving as a catalyst for global companies to develop greater connectivity with all investors, including financial advisers and wealth managers. Many companies — often...

Designing the Super OSJ of the future

February 23, 2018

At an industry event last year, I caught up with a friend who runs a prosperous independent producer group that supports both his personal book of business as well as those of other successful advisers — or what some in the profession call...

Fiduciary conduct is good for business

February 21, 2018

Investment advisers have been conditioned to think of fiduciary conduct as a compliance matter. The long-debated DOL fiduciary rule, the impending SEC fiduciary rule, Finra's recent "best interest" spin on suitability, and new fiduciary laws...

How to access the high-net-worth space

February 7, 2018

As industry pressures intensify for advisers, high-net-worth investors represent a "sweet spot" given their substantial investible wealth, which can provide a great boost to advisers' businesses. However, competition is steep: while 13 percent...

Flash crash: The value of advisers in coping with uncertainty

February 14, 2018

A week ago Monday, the Dow fell 1,175 points. Although that was not anywhere near a record percentage decline, it turned out to be the biggest point decline in history. After 19 months without a 5% decline from the peaks (a record in itself),...

The industrialization of asset management

February 20, 2018

Model marketplaces are popping up everywhere, like daffodils in springtime. They give advisers access to model portfolios built by asset management firms and "fund strategists." Advisers can implement the models exactly as built by their creators...

A podcast about podcasting to get your message out

February 9, 2018

Financial advisers looking for a better way to get the word out, either internally or externally, might want to check out how Captrust is using podcasts to reach its 450 employees in 35 different office locations. John Curry, senior director...

Advisers working with their Valentines

February 13, 2018

Anyone who has ever been in a romantic relationship can probably attest to a host of benefits, challenges, pros and cons. Add to that the reality of working together and suddenly every day is Valentine's Day — or not. Dave Yeske, managing...

When to bring a new employee on board

February 1, 2018

When is it time to hire a new employee? This is a common question asked by advisers. Should you hire early to prevent a crisis or wait to see whether an existing employee can take on extra work? Are things so dire that a new employee — and...

The financial adviser evolution is underway

January 10, 2018

We're in the midst of an adviser revolution. Or, maybe it's better to call it an adviser evolution. While most of us look at the next 12 months with renewed excitement, inspiration and focus, we're also overwhelmed with the opportunity and unforeseen...

The 4 I's of building your best tech stack

January 30, 2018

Choosing new technology solutions for your firm can feel like upsetting the apple cart. Why, you may ask, should you pay money to fix something that doesn't seem broken? We go through the pain of choosing a new tech stack because we want to...

Your most important client meeting ever

January 22, 2018

A word of advice – don't look down. You'll only realize how far you could fall. That advice has never been more relevant for investors and advisers as equity markets soar to new heights. We've seen a long and steady rise in the market, fueled...

Vanguard's Buckley: Fee compression is coming advisers' way

January 22, 2018

Tim Buckley, Vanguard's CEO, kicked off Monday's session at the Inside ETFs conference with cheery news for advisers: 58% of your job is susceptible to automation, and your fees are likely to continue to decline. But it wasn't all gloom from...

Increasing the number of women advisers an uphill climb

January 12, 2018

Efforts to recruit and retain female financial advisers continue to be an uphill battle across the financial services industry. Despite near universal acknowledgment of the advantages of having more women working with clients, the hard data...

Seven business strategies for advisers in 2018

December 1, 2017

The world is changing fast and you can't plan for everything. But you can implement sound strategies today to position your business for future success. Indeed, careful planning is essential to sustained business success, and now is the time...

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