Only 25% of financial advisers have formally defined who their ideal client is, a Financial Planning Association study found. Of those who have defined their ideal client, only 38% say a majority of their clients actually fit that profile.
Advisers need to find ways to show empathy for more than just widows and widowers, but divorcees and parents.
Online adviser Personal Capital announces an app for smartwatches, and the advice industry ponders the future of wearable technology in client service.
Financial services giant finally makes its re-branding effort official
Designed to help retirement plan advisers gain clients as demand for fiduciaries grows
Executives across the industry, from wirehouses to independent and regional firms, are enjoying fatter paychecks and bigger bonuses as advisers become a more important part of firms' balance sheets. <i>(Don't miss some rather outlandish <a href="http://www.investmentnews.com/gallery/20140324/FREE/324009999/PH" target="_blank">top executive benefits</a>.)</i>
New software partners now sync assets and risk score on a nightly basis.
Stanford professors offer tips on replicating excellence in business
The original Moss Adams compensation and staffing study has been enhanced for today's advisers' needs
Advisers urge clients to think carefully before reacting to Gov. Cuomo's latest proposal
Few advisers actually consider how they'll deliver.
Donald Carman and Michael Hickey move to Atlas Private Wealth Management, dissolve previous firm.
Don't let these well-intended faux pas strain important relationships
Trent Bradshaw's problems appeared obvious, and the solutions simple, but fixing a financial advisory practice takes time.
Bob Vorlop and Joe Nadreau have been tapped to fill new executive roles focused on expanding the firm's technology platform and products
The advancing age of wealthy baby boomers is a creeping and subtle threat to the long-term survival of many asset-based, fee-dependent advisory firms. Here's what some advisers are doing to stem the tide of dwindling assets.
Increased need for advice presents opportunities for advisers.
Warning: The Affordable Care Act not only spawned insurance exchanges for individuals, which went into effect earlier this month, but it also set new standards for small businesses.
