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4 tasks top advisers spend the most time doing - How does your daily schedule compare?

October 23, 2014

Adviser productivity can have everything to do with whether a firm continues to grow and be profitable. Advisers are pulled in different directions all day, needing to balance client and staff demands with all their other necessary business...

Practice your play-calling for the next market correction

October 16, 2014

Every adviser needs to be prepared for the next correction. Now, I'm not one of those people who's going to be able to tell you when the next correction will happen. If I was, I would probably be making a lot more money than I'm making right...

Top advisers stand out on metrics of growth and productivity

October 15, 2014

From more than 300 financial advisory firms, a dozen were chosen to receive Best Practices awards from InvestmentNews for being among the fastest-growing, most productive and profitable businesses in the industry. The firms were named top performers...

Betterment launches robo-adviser for advisers

October 15, 2014

Digital investment management firm Betterment on Wednesday announced the launch of an automated “robo-adviser” for traditional advisory firms, with Fidelity Institutional Wealth Services among the first to sign up for the platform that connects...

Handful of advisers control the majority of client assets

October 14, 2014

As the demand for investment advice increases, only a handful of advisers control the majority of client assets, according to a study by a leading adviser group released Tuesday. The 112 largest investment advisers (the top 1%), or those with...

3 tips to help advisers zero in on the best client prospects

October 8, 2014

Today's advisory landscape presents unique challenges for advisers. The numerous forces at play are mostly outside advisers' control, including fee compression, consolidation, rising operating costs and highly correlated markets. There is, however,...

The ultimate payoff of advisers striking strategic partnerships

October 7, 2014

Most independent advisers spend almost half of their working hours on non-client-facing projects, such as office administration and management, investment research and asset management, and professional development. In other words, advisers...

Wood Investment Counsel, Obermeyer merger makes a mountain of an RIA

October 6, 2014

The merger of two prominent Colorado advisory firms has earned them the top spot in wealth management in the state. The combination of Wood Investment Counsel of Denver and Obermeyer Asset Management of Aspen will manages $1.7 billion assets...

The big squeeze II: Rise of the mega-adviser

September 26, 2014

My last post created quite a stir and I felt it was important to clarify a couple of points before going to the next article in the series about “The Big Squeeze.” In particular, two issues seemed to be the focus of attention. The first...

3 major changes taking place in wealth management technology

September 23, 2014

It's an exciting time to be a leader of a technology company in the financial services space, specifically in the wealth management realm. As the chief executive of Interactive Advisory Software, I have witnessed in recent months some key players...

Goodbye Cleavers, hello modern family

September 22, 2014

The famous TV family of the 1950s, the Cleavers, have faded into history, so it's time for advisers to find a way to help America's modern family. Today, only 20% of Americans are part of a "traditional" family like the one portrayed in the...

Financial planning group plans more military outreach

September 20, 2014

The Foundation for Financial Planning is in talks that could significantly expand the group's efforts to provide volunteer financial planning services to military professionals. The organization is currently discussing an arrangement with a...

Advisers hop on mobile CRM trend

September 15, 2014

New mobile CRM applications are allowing financials advisers to work more efficiently and from almost anywhere — including a client's kitchen table. With the Junxure customer relationship management system's arrival in the cloud earlier this...

The big squeeze: End of the golden era

September 12, 2014

For most of our professional lives, independent advisers have been able to build their businesses by competing against scattered local competition from brokers working at one of the big brokerage firms and the other independent advisers in their...

Apple's big lesson for advisers

September 10, 2014

Unless you live under a rock, you know that tech giant Apple Inc. made a big announcement Tuesday. As usual, the world freaks out, the company's stock goes up (and then down again), and bunches of people run to preorder and purchase the new...

A new way to generate referrals

September 7, 2014

Remember that scene in “Jaws” when the shark lunges out of the water and scares the life out of Roy Scheider? Asking a top client for a referral can evoke the same kind of terror: If they give you a name, something will leap out and bite...

How to procrastinate better

September 6, 2014

We'll never get around to figuring out exactly how much procrastination costs Americans. But a new study gives us an idea. When interest rates plunged in the wake of the financial crisis, a fifth of those eligible to refinance their mortgages...

How to assess your business from six critical angles

September 4, 2014

Assessing your business is a mandatory analysis you must make to achieve success. The assessment needs to address where you are today, where you want to be at some point in the not-too-distant future (perhaps three years) and the gaps between...

10 social media do's and don'ts for advisers

September 2, 2014

1. Do: Invest in Social Media Existing on social media is no longer an optional exercise; it's a requirement to legitimatize your firm in the digital world. As financial services social media guru Michael Kitces says, “I am not giving anyone...

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