Results for "client servicing"

Displaying 1,350 results

Sort: Date | Relevance

Author:

Making younger clients a top priority — but not the only priority

October 15, 2018

When it comes to serving younger clients, financial advisory firms tend either to dabble in it with whatever leftover resources they have or take a whole-hog approach through something like the XY Planning Network. But that wasn't going to cut...

How to survive the crash

October 15, 2018

Let's prepare for The Inevitable. One of the quirks of human nature is that upbeat investment books offering strategies to make money are routinely outsold by doomsday titles like "How to Survive the Coming Stock Market Crash." For most people,...

Is artificial intelligence the next bitcoin?

October 12, 2018

Bitcoin has fallen almost 70% from its peak last year, from around $20,000 to roughly $6,500 currently. Breathless commentary about how bitcoin could become the next global currency has given way to sentiment that it's just another disappointing...

FOMO, social media driving millennials' investing decisions

October 10, 2018

Millennials' use of social media is helping drive their investment decisions, according to Fabrizio Campelli, Deutsche Bank's global head of wealth management. They have a "fear of missing out" (FOMO) as they're more "networked and exposed"...

What financial advisers can learn from Starbucks, Apple and SoulCycle

October 9, 2018

People don't go to Starbucks for the coffee. Why do so many people choose Starbucks? It's not for the coffee — it's for the experience. Starbucks has created an entire brand identity around delivering a rewarding experience for customers....

Jack-of-all-trades client service satisfies none

October 4, 2018

When it comes to client service, there's no such thing as a one-size-fits-all approach. Advisers contending with fee disruption, changing consumer expectations and the management of growth and succession often ask, "Is this the best solution,...

New FPA survey reveals characteristics of top advisers

October 3, 2018

Building better relationships with clients is never a bad thing. But the most successful financial advisers also are able to leverage technology to dissect and solve client problems — and then dish out the tough love of delivering straight...

New State Street tool helps advisers determine if clients want ESG investing

October 2, 2018

State Street Global Advisors has a new digital tool that gauges a client's potential interest in environmental, social and governance investment strategies. The asset manager hopes its Values Discovery Tool will address what it says is a gap...

An adviser's guide to Medicare open enrollment

September 28, 2018

If you are younger than 65, you probably wonder what all the fuss is about as you're bombarded with television ads for Medicare Advantage and prescription drug plans each fall. As a financial adviser, you should view the annual Medicare open...

Helpful hints on working with nonprofits

September 27, 2018

If advisers are thinking about developing a niche of advising nonprofit organizations, the first thing one veteran adviser suggests is to take an interest in the objectives of the group. "Have an interest in or be aligned with the mission of...

What advisers get wrong about investors

September 24, 2018

Investors are a diverse group — much more so than standard tropes might suggest — and this diversity has big implications for financial advisers, ranging from how they search for clients to the financial recommendations they make, according...

Bad things happen to good clients — and your response is critical

September 17, 2018

Life happens. Typically when you least expect it, something happens that's neither anticipated nor welcome. Bad news can arrive from many sources — your father's doctor, your doctor, the police, your spouse. The impact can be devastating,...

Betterment clients can now buy one-time access to human financial advisers

September 12, 2018

Betterment is making its team of human financial advisers more accessible to clients with smaller accounts. The digital advice platform now offers "advice packages" to investors looking for one-time guidance for a flat fee. Any investor can...

With history as a guide, September puts advisers on notice

September 4, 2018

With summer technically over, the financial markets roll into the dreaded month of September, which leads up to the contentious midterm election season that has financial advisers paying extra-close attention to client portfolios. "I'm not worried,...

Equity index put writing: A strategy for uncertain markets

August 28, 2018

With the post-crisis market recovery now in its tenth year and equity indexes near all-time highs, investors understandably may be thinking that no bull market can charge ahead forever. We are now in a period in which market conditions are increasingly...

Is Orion building a financial planning tool?

August 28, 2018

Orion Advisor Services is boosting its presentation and client portal tools with two new partnerships with client-facing technology providers. The first partnership, announced Monday, adds investment analytics and Monte Carlo simulations from...

How to offer the ideal hybrid digital adviser

August 27, 2018

The digital era of financial advice is so new that the landscape is still largely uncharted for many firms. While there are some success stories, there isn't really an authoritative road map on how to best implement a digital advice strategy....

Finding the right nudge for your clients

August 27, 2018

"First, never underestimate the power of inertia. Second, that power can be harnessed." —​ Richard H. Thaler, Nobel Laureate, behavioral economist Client perceptions of a financial adviser's service are ultimately determined by how effectively...

Adoption is the new innovation

August 24, 2018

In my last column, I ruminated about the number of fintech products flooding the adviser market and wondered how anyone could evaluate — let alone select — from among the vast array. I shared the poignant slide from Michael Kitces showing...

Client divorce splits advisers' fiduciary duty of loyalty

August 22, 2018

When a client couple divorces, their adviser relationship must change too. What was once a singular fiduciary duty of loyalty splits in two. "Success" in these situations requires the adviser to serve the best interests of the separated clients,...

Next Page »

1 | 2 | 3 | 4 | 5 ... 68

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.