INTV

Right to the Point: Why too much excitement in investing is a bad thing

January 13, 2015 | Runtime: 1:01

Research shows that initial public offerings and day trading, two of the more feverish investment strategies, tend to underperform over time. Here, behavioral finance expert Daniel Crosby explains why excitement isn't a measure for future returns.

Live Oak’s Carroll: Why succession transactions and retirement aren’t synonymous

January 05, 2015 | Runtime: 1:57

Advisers shouldn’t necessarily wait until they want to stop working to execute a succession deal, according to Jason Carroll, managing director, investment advisory at Live Oak Bank. Find out why advisers should realize what they’ve built now.

Where is the RIA industry heading?

January 05, 2015 | Runtime: 6:44

What is the state of the RIA industry today and how is it evolving? Steve Lockshin of AdvicePeriod and Russ Hill of Halbert Hargrove sit down with InvestmentNews' Matt Ackermann to discuss this and other topics.

Fidelity’s Canter: Are these four pillars of your business in order?

December 31, 2014 | Runtime: 1:25

Financial advisers need to be clear about their target markets, capabilities, staff and infrastructure, according to David Canter, executive vice president of Fidelity Institutional Wealth Services.

Mindy Diamond: How wirehouses will strike back against breakaway brokers

December 31, 2014 | Runtime: 1:43

Wirehouses used to discuss independence as a “nuisance” and an “annoyance,” but now it is a credible threat. Mindy Diamond of Diamond Consultants says Morgan Stanley, Merrill Lynch and UBS will create a new solution to stall attrition.

Pitt, Schweiss: What's next for adviser regulation?

December 29, 2014 | Runtime: 7:35

Harvey Pitt and Skip Schweiss discuss what's coming out of Washington that advisers need to be nervous about.

Right to the Point: 3 reasons why goals-based investing works

December 29, 2014 | Runtime: 1:28

Goals-based strategies can prevent investors from following the herd into trendy investments and help motivate them to put money away and stay invested, according to behavioral finance expert Daniel Crosby.

What 2015 holds for the financial advice industry

December 25, 2014 | Runtime: 1:45

Which practices will grow and which ones will be left behind? Will more wirehouse advisers pick up and leave? Will private equity backed firms tap the IPO market? Top executives from Diamond Consultants, Fidelity, LPL and Pershing weigh in.

Envestnet's Bergman: What’s the most disruptive technology for advisers?

December 19, 2014 | Runtime: 2:05

A handful of advisers are automating their services to a segment of clients who want advice exclusively via the Internet — and they are beating the performance of robo-advisers, according to Envestnet CEO Jud Bergman.

Why it's up to the industry to solve the fiduciary standard issue

December 02, 2014 | Runtime: 1:43

HighTower Advisors CEO Elliot Weissbluth discusses how financial advisers and clients will ultimately be the ones to navigate through this key transition.

 
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