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Avoiding the fate of Kodak while learning the lessons of Apple's game changer and Uber's meteoric growth

March 11, 2015

Did you know Kodak invented the product that eventually put them out of business? It's true. Kodak invented the digital camera way back in 1974. So if Kodak invented the digital camera, why did it go out of business? Simple. Kodak officials...

Vanguard may expand fast-growing virtual investing service to advisers

February 25, 2015

As Vanguard Group Inc.'s virtual investing platform grows exponentially, the firm is considering offering a version of it to financial advisers, an executive at the firm told InvestmentNews. Assets in Vanguard's Personal Advisor Services increased...

Having integrated technology can improve RIAs' businesses

February 20, 2015

Much has been written about how integrated technology can help advisers streamline their practices, position themselves for growth and strengthen client relationships and service. But what does technology integration actually entail? There are...

A numbers-based approach to bringing in more client assets

February 13, 2015

Upon ringing in the New Year, successful advisers set their sights on new goals, many of which focus on bringing in new assets. What's your goal? Are you trying to bring in $10 million, $20 million, or even $30 million in new assets? As much...

George Kinder's holistic approach now available in an automated version

February 11, 2015

The father of holistic planning has automated his process for helping individuals figure out the most important things in their lives, essentially robotizing the first few steps of the life planning process he created almost 20 years ago. “Everyone...

Lessons from Brian Williams: Is it ever OK to lie to clients?

February 11, 2015

The lightning pace at which NBC News anchor Brian Williams lost credibility with the public is a cogent reminder to advisers that even a tiny fib can breach trust or confidence. Advisers should avoid telling clients even so-called white lies,...

Top-performing firms invest big in technology — a critical driver of success

February 11, 2015

As we dive into the results of the 2015 InvestmentNews Adviser Technology Study and begin analyzing the data, one of the first steps is to identify the "top performers." By focusing on this group we can gauge how their success, typically defined...

Daniel Kahneman's top advice: Don't churn accounts

February 10, 2015

Asked to crystallize a career of studying how people think into one bit of guidance for financial advisers, the Nobel laureate Daniel Kahneman didn't hesitate. His advice: "Don't churn" accounts and trade too much. "Don't trust your own confidence,...

Are your 2015 goals already slipping away?

February 10, 2015

It's hard to believe we're already more than a month into the New Year. How are you doing with your New Year's goals? I've found that one of the biggest obstacles financial advisers face is sticking to their goals for a full 12 months. By February...

Mothers can be powerful allies in making inroads with next-generation clients

February 8, 2015

Mothers matter. And not just because they're raising the next generation but because they influence all generations. The mother of young children is perhaps the most important influencer in the consumer marketplace. She's typically earning money....

What constitutes a niche practice?

February 8, 2015

It is accepted wisdom that finding and focusing on a niche market is a good idea. Executing such a strategy is harder than it sounds, however. And if it isn't difficult, there's a reasonable chance you don't have a real niche strategy but a...

Don't let your business go down in flames like Kodak

February 5, 2015

“You either disrupt your own company or someone else will.” With that quote, Peter Diamandis, an international pioneer in the fields of innovation, incentive competitions, and commercial space, set the crowd abuzz at the TD Ameritrade National...

10 metrics every RIA should track

February 2, 2015

Every financial adviser should hold themselves accountable to these 10 benchmarks, according to Paul West, managing director of business development for Peak Advisor Alliance at Carson Wealth Management Group, who presented last Friday at the...

A fiduciary standard creates internal conflicts for advisers

January 28, 2015

Registered investment advisers could have more competition by the end of the year if Finra extends a fiduciary standard to its regulated brokers. The change would be significant, increasing expectations for brokers currently held only to a suitability...

Pershing, courting digital wealth managers, teams with Motif

January 27, 2015

Pershing is partnering with Motif Investing Inc. as the online brokerage start-up looks to expand its services for financial advisers in the U.S. and extend its reach internationally, an executive from the custodian said Monday. “A lot of...

Create a marketing calendar to keep your prospect pipeline full

January 27, 2015

Advisers who kick themselves for failing to adequately market their services and blame a lack of time should consider putting a seasoned tool of the marketing profession to work for them. Marketing calendars make efficient use of an adviser's...

Wealthfront, Edelman clash on robo-advisers

January 27, 2015

The old guard of wealth management clashed with the new in Hollywood, Fla., on Tuesday, as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with the top executive at Wealthfront Inc. Mr. Edelman confronted...

Build trust with clients through clear communication and transparency

January 26, 2015

Some of the most successful, honest and reputable advisers I've interviewed over the years have cited that what makes them different is that they — unlike less scrupulous advisers — actually do what they claim and truly have their clients'...

Why advisers should make both face-to-face and online networking priorities

January 25, 2015

The subject of networking came up recently while I was working with one of my favorite clients, a financial adviser who leads a large team. As we were discussing how to best position his team for growth this year, we reviewed their networking...

Being picky with prospects helps a firm spur growth

January 25, 2015

Planning isn't something Jeffrey Roof believes in just for his clients. It's crucial to how he runs his own financial advisory business so profitably. Mr. Roof, president and chief executive of Roof Advisory Group in Harrisburg, Pa., can recite...

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