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Veteran turned advisor embodies spirit of service
As Veterans Day approaches, InvestmentNews sits down with David Chepauskas, a former artillery officer who’s now a financial advisor.
Advisors hustled to hang onto clients last year: Fidelity
'The conversation of the economy being in a recession has led to advisors not feeling stable for quite a while,' one executive says.
Don’t be crippled by ‘fear of making a mistake’
Speakers at the InvestmentNews Women Advisor Summit delve into the obstacles that female entrepreneurs and advisors need to overcome.
Redefining wealth transfer: Strategies to reach clients’ children
With just 30% of Gen Z investors turning to financial planners for guidance, advisors must refine their approach to emphasize their relevance.
5 reasons I love this profession
What is so incredible about advising is that there is an endless stream of current information we must absorb and navigate.
To connect with clients, embrace the holiday season
Every party you attend or host and every gift delivered can move your brand forward, strengthening and building relationships.
Maximizing client value: Why firms should upgrade their data aggregation
Harnessing a personalized, data-centric approach has proven effective in helping financial advisors retain clients and drive business growth.
Reemerging with growth strategies
SEI’s Head of Practice Management, Shauna Mace gives advisors the cold facts and the tools to combat them.
A year of profitability married with caution
The InvestmentNews Advisor Benchmarking Study, produced in partnership with SEI, is based on data provided by independent financial advisory firms in an annual study that has run for more than a decade.
‘Impact investing goes deeper than trendy ESG funds’
Michael Reynolds, whose Indiana-based RIA specializes in ESG investing, explains how he navigates greenwashing and what advisors can do to market themselves more effectively.
Future of advisor platforms is services
While platforms aren't able to differentiate themselves by their technology, they can profit by providing support services that firms need.
LPL launches new tax planning, outsourced CFO solutions for advisors
Solutions means advisors can keep services in-house rather than referring out.
How advisor’s ‘trial by fire’ taught him about deeper relationships
'Volunteerism was the catalyst that helped my career,' says Sam Huszczo of SGH Wealth Management.
Active asset allocation may cost you in more ways than one
Firms that use a third party that actively allocates investments to the point of market timing can see tremendous attrition when their returns are negative and not aligned with the market.
Emotions will rule client decisions. Here’s what advisors can do
Clients must be reminded to focus on what’s important — staying the course for the long haul, avoiding emotional decisions and maintaining long-term plans through portfolio rebalancing.
An unexpected place to find life’s fulfillment: Talking to an advisor
People who work with an advisor have significantly higher levels of confidence across a range of areas, and those areas extend beyond the financial realm.
How authentic style helps clients turn dreams into reality
Emlen Miles-Mattingly of Gen Next Wealth knows financial planning is as much about values and relationships as it is about numbers and strategies.
Why the future looks bright for ETFs
The investment vehicle continues on the road to becoming a widely accepted and trusted core portfolio building block.
How social media powered millennial-focused practice
Thomas Kopelman believes in the power of social media to allow advisors to connect with clients genuinely seeking financial guidance.
What’s behind financial planning renaissance?
Industry insiders explain the transformation from a time when investment selection was king to a more complicated era for clients, who want their lives to have meaning, purpose and legacy.
