INTV

Ric Edelman: Dramatic changes advisers don't see coming

April 19, 2017 | Runtime: 2:54

New technologies, retirement plans and investment opportunities will change how advisers and clients work together and plan for their careers and retirement, according to Ric Edelman, founder and executive chairman of Edelman Financial Services.

Schwab's Bernie Clark: How to balance technology and relationships in financial advice

April 17, 2017 | Runtime: 2:34

Charles Schwab Corp. executive vice president Bernie Clark discusses how technology can augment, not replace, financial advisers' services.

How millennials use ETFs differently

April 11, 2017 | Runtime: 2:05

Both millennials and baby boomers are using ETFs, but for different reasons. Sean O'Hara, president of Pacer ETF Distributors, discusses why younger investors are attracted to these funds and what to expect from overall adoption going forward.

Fred Barstein: Advisers need to get serious about serving 401(k) plans post-DOL rule

April 10, 2017 | Runtime: 1:47

Advisers who do not exclusively focus on the 401(k) market need to decide whether to get more education or abandon the business altogether, says Fred Barstein, founder and CEO of The Retirement Advisor University and The Plan Sponsor University.

Stephanie Bogan: How to ask for the fees you deserve

April 07, 2017 | Runtime: 2:58

Stephanie Bogan, CEO of Educe Inc., outlines a process to get comfortable when asking prospective clients for the fees you've placed on your services.

Vanguard's Bogle: Fiduciary rule bureaucracy is a problem

April 04, 2017 | Runtime: 0:50

John C. Bogle, founder of the Vanguard Group, discusses why the firm backs the DOL fiduciary rule but is still in favor of delaying the regulation's implementation.

Top industry professionals honored by InvestmentNews

April 03, 2017 | Runtime: 2:11

Vanguard founder John Bogle led a stellar list of industry professionals honored at InvestmentNews' inaugural Icons&Innovators awards luncheon in New York on Monday. Twenty people were honored for their contributions to the advice industry.

Danny Sarch: Why recruitment is a game of poker right now

March 31, 2017 | Runtime: 1:09

Recruiter Danny Sarch, president of Leitner Sarch Consultants, discusses how uncertainty around the DOL fiduciary rule and recruiting deals has enabled top financial advisers to play poker with large firms.

Elderly exploitation: A problem advisers can't ignore

March 31, 2017 | Runtime: 2:46

Advisers are on the front lines of elder financial abuse, trying to protect their clients as they come under pressure from fraudsters -- and sometimes family members.

Stephanie Bogan: How to command the fees you deserve

March 29, 2017 | Runtime: 2:23

Stephanie Bogan, founder of Educe Inc., argues that advisers shouldn't underestimate the services they provide and their value in the marketplace.

 
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