INTV

Paul Pagnato: Advisers need to have a clear message on what their 'why' is

February 10, 2017 | Runtime: 2:30

Paul Pagnato, CEO and founder of PagnatoKarp, discusses how having a company mission can energize staff members and help them better articulate their value to clients.

IMCA's Sean Walters: The shift toward fiduciary investing won't stop

February 09, 2017 | Runtime: 1:16

Regardless of what happens with fiduciary rule regulations, financial advisers will continue to move toward putting the interests of their clients first, according to Sean Walters, CEO of IMCA International.

Who's winning the battle between humans and robo-advisers?

February 07, 2017 | Runtime: 2:11

As human advisers work to adopt more technology features and robo-advisers look to add a human touch, investors could ultimately come out as the winners.

How adviser advocates plan to engage the Trump administration on the DOL fiduciary rule

February 07, 2017 | Runtime: 2:13

Karen Nystrom, director of advocacy at the Financial Planning Association, and Karen Baar, president and CEO of the Investment Adviser Association, discuss the areas of regulation they are focusing on this year, particularly the fiduciary rule.

Mary Beth Franklin: Why Social Security is so important to women

February 03, 2017 | Runtime: 3:00

More than half of Social Security beneficiaries over age 62 are women, and two-thirds of beneficiaries over age 85 are women. InvestmentNews contributing editor Mary Beth Franklin discusses how advisers can help them maximize their benefits.

Advisers react to Trump's DOL fiduciary rule decision

February 03, 2017 | Runtime: 2:13

RIAs from across the industry were surprised and concerned at news that President Donald J. Trump had decided to halt the DOL fiduciary rule. What kind of impact will this have on advisers and clients?

Ed Slott: Why retirees need financial advisers' help more than ever

January 27, 2017 | Runtime: 2:49

Retirees need professional guidance when it comes to taking money out of their retirement accounts and understanding the tax ramifications of those withdrawals, according to Ed Slott of Ed Slott's Elite IRA Advisor Group.

Bruce Kelly: What's ahead for independent broker-dealers in 2017

January 26, 2017 | Runtime: 3:50

The Department of Labor fiduciary rule will influence upcoming changes at independent broker-dealers this year, according to InvestmentNews senior columnist Bruce Kelly.

U.S. Trust's Costello: The biggest challenge wealthy donors face

January 23, 2017 | Runtime: 3:22

Giving is easy, but giving well is extremely difficult, according to Claire Costello, national philanthropic practice executive at U.S. Trust. Here's how advisers can help wealthy donors with their biggest pain point.

Ed Slott: Why advisers need to warn clients about the pitfalls of alternative investments in IRAs

January 20, 2017 | Runtime: 3:30

If a client commits a prohibited transaction from their IRA, the entire account becomes taxable. Here's how advisers can help guide clients so that worst-case scenario does not happen, according to Ed Slott of Ed Slott's Elite IRA Advisor Group.

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