INTV

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.

MacKay Shields’ Roberts: Surprising sectors for a rising rate environment

November 26, 2014 | Runtime: 2:08

With interest rates rising, what sectors offer the most bang for the buck? Dan Roberts of MacKay Shields offers a few hidden gems for savvy advisers.

How to survive the robo-adviser revolution

November 19, 2014 | Runtime: 3:01

Advisers need to redefine their value to compete with cheaper options. “If you are going to be a ‘me-too’ competitor, you will lose,” according to Daniel Satchkov of Rixtrema. Check out some of his solutions.

Tech trends for 2015

November 19, 2014 | Runtime: 1:26

Cybersecurity and risk management may not get the attention that big data and robo-advisers are attracting, but tech guru Joel Bruckenstein thinks they could move the needle next year.

Katz: ‘We are 235K planners short, and that is scary’

November 19, 2014 | Runtime: 2:26

Tomorrow is approaching quickly, and there isn't enough talent to replace retiring advisers. Deena Katz, co-chairman of Evensky & Katz / Foldes Financial, offers some strategies to fill the gap with next-gen advisers.

AdvisoryWorld’s Wilson: Making the grade online

November 19, 2014 | Runtime: 1:26

Maintaining a website is no longer enough. Advisers today need to take advantage of technology and go further, according to Michael Wilson of AdvisoryWorld. Check out his tips to ensure that your web presence measures up.

Private Ocean’s Friedman: How to grow without increasing expenses

November 19, 2014 | Runtime: 1:50

Many financial advisory firms think they are profitable, but with rising costs that isn’t always the case. Greg Friedman of Junxure and Private Ocean gives a few places to start to improve productivity.

Quovo’s Putnam: 3 ways to attract millennial clients

November 19, 2014 | Runtime: 2:00

The advisory space needs to be geared toward gathering more millennial clients, but Lowell Putnam of Quovo warns that these clients are high maintenance. Learn three tips for attracting this highly sought-after demographic.

Can Tony Robbins save the advice business?

November 16, 2014 | Runtime: 9:00

Tony Robbins has spent his career helping individuals find breakthroughs, but can he help the mass market improve their investment savings? He and HighTower’s Elliot Weissbluth sit down with Fred Gabriel for an exclusive interview.

Robbins, Weissbluth: Taking on the fiduciary standard

November 16, 2014 | Runtime: 5:06

Tony Robbins and Elliot Weissbluth of HighTower are taking on the fiduciary standard just as the issue is dying in Washington. But, as Mr. Robbins says, you can wait for change or you can be the change.

 
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