INTV

Columbia University's Greene: What advisers can learn from physics

May 20, 2015 | Runtime: 2:19

Brian Greene, a physicist from Columbia University, says that advisers can take a page from scientists by trying to find innovative solutons and being creative in working to improve their businesses.

Brinker Capital's Beaman: The top client relationship challenges advisers face

May 20, 2015 | Runtime: 2:23

Noreen Beaman of Brinker Capital says advisers need to figure out how to best manage and value their time, as well as embrace the tech tools available to them to help figure out what's most important to their clients.

CNBC's Insana: The Fed's first rate hike is no time to panic

May 20, 2015 | Runtime: 3:38

Ron Insana, a senior analyst and commentator for CNBC, believes investors will need to pay attention to the Federal Reserve's first rate increase, but it's not a time to panic, and it might even present some buying opportunities.

Pershing's Kindle: Why advisers are falling short in building profitable, productive practices

May 20, 2015 | Runtime: 2:49

Pershing's Tom Kindle lays out the many missed opportunities to up productivity at today's advisory firms, and stresses that advisers need to do more benchmarking to help spur growth at their firms.

Idea Refinery's Asnes: Apps that can help advisers stay on point

May 20, 2015 | Runtime: 3:50

Marion Asnes describes how certain apps enable advisers to stay organized and plugged in wherever they are.

What it takes to serve female breadwinners properly

May 20, 2015 | Runtime: 2:47

Ellen Rogin, president of Strategic Financial Designs, and Heather Ettinger, managing partner of Fairport Asset Management, discuss the unique characteristics of female breadwinners and offer tips for how advisers can better serve these clients.

CFP Board's Blayney: What it will take to bridge the gender gap in the advice business

May 20, 2015 | Runtime: 4:41

According to Eleanor Blayney, the CFP Board Consumer Advocate, just 23% of CFP designees are women, and that number hasn't moved in quite a while. She breaks down what will it take to draw more women to the advice industry.

Barnum Financial's Blanco: Create a blueprint for bringing along millennial advisers

May 19, 2015 | Runtime: 2:09

In order to help young advisers succeed, Barnum Financial Group has created a clear career track and appointed a specific person in the firm to help them along, according to Paul Blanco, managing partner at the firm.

What's keeping big-name mutual fund companies from launching ETFs?

May 15, 2015 | Runtime: 8:23

Todd Westby, CEO of T Hayes Consulting, believes a tipping point is approaching where mutual fund companies will be forced to recognize ETFs. Plus, he explains why the next five years will be a critical time for asset managers' ETF strategies.

Wade Pfau: How much equity risk should a retiree take on?

May 13, 2015 | Runtime: 9:37

Wade Pfau of The American College of Financial Services explains how increasing equity holdings later in a clientís retirement years can help them sustain income over their lifetimes by mitigating market risk early on.

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