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Reslicing the profit pie at Wells Fargo
If the pie keeps growing, wirehouse brokers probably won’t mind getting a relatively smaller slice.
A bear market is not the time to hibernate
In the turmoil and economic uncertainty surrounding a bear market, guidance from a trusted financial adviser is more valuable than ever.
The livin’ is not so easy in the new American summer
The summer’s generally overcast economic and market climate probably presents the greatest challenge for many advisers and their clients.
What ebbing markets may mean for advisers
Now is the time to make sure you are delivering true adviser value, and that your clients understand what that is.
Older advisers don’t have to fade away
There's lots of discussion about the aging of the advisory workforce and the need for succession planning, but an aging workforce can be an asset, not a problem.
The persistence of remote work
In the short space of four months, remote work seems to have become an even more permanent part of our everyday lives.
The challenge of standing in a giant’s shadow
Which elements of a firm’s culture and principles that drove growth and which its visionary leader stood for and encouraged should be retained?
Retirement planning is anything but normal in a post-pandemic world
One important aspect of retirement planning that hasn’t changed — and is likely never to change — is the need for advisers to be forthright with their clients, especially about matters relating to longevity and income adequacy.
As Ukraine fights for its freedom, US firms should watch for Russian hacks
The increase in remote work, conducted over networks that may not be secure, as well as the widespread use of mobile apps, have added a new level of risk.
To honor Black adviser pioneers, keep growing their ranks
Let’s honor Thorvald McGregor, Lilla St. John and other Black pioneers by encouraging and supporting their contemporary counterparts.
Comedy or tragedy? The curtain is rising on robos’ third act
The attractiveness of stand-alone robos, coupled with the ample dry powder at large financial services players, could mean more acquisitions are on the horizon.
To rethink our retirement ‘system,’ go Down Under
While American policymakers tend to ignore the approaches of other nations, looking at the Australian experience might make sense.
There’s much to look forward to in 2022
The InvestmentNews reporting team looks ahead to 2022 and sees many of these long-term trends continuing.
The challenges of remote work will only grow
The long-term implications of an advice industry in which much of the workforce is remote are only starting to be felt.
What 2021 has taught us
The six major industry developments of 2021 truly reflect news-making markers in the areas of regulation, investments, taxes, technology, retirement plans and the economic condition of the advice business.
Future challenges for the advice business
Seven industry notables offer their views on what the financial advice business will look like in coming years.
New fee models could open up pricing choices
A revamped model could offer new options for advisers who want to pay a more straightforward fee.
Advisers beware: Bitcoin futures ETFs are a game-changer
Advisers who have been steering clear of digital currencies need to study up and be prepared to talk their clients through the pros and cons of this asset class.
Anticipating the future direction of the business
As lawmakers called on Wells Fargo to be broken up last month, retirees and near-retirees are focusing less on wealth aspects of retirement.
Return of live events is a welcome step forward
The challenge now is for organizers to make even more people feel safe enough to return in person.
