Results for "client servicing"

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What advisers need to know to serve professional athletes

April 19, 2019

Many advisers would love to serve the market of professional athletes. Young, famous men and women earning large sums of money but often lacking much, if any, experience with investing or planning for the long-term? It's a perfect opportunity,...

Grown children may be hazardous to your wealth

April 18, 2019

Baby boomers redefined parenthood over the past few decades, often serving as friend and confident — as well as banker — to their now adult children. Many continue to subsidize their offspring's living expenses well into early adulthood,...

3 ways to improve adviser technology

April 16, 2019

While technology helps with practice efficiency and profitability, advisers acknowledge that clients are the prime beneficiaries of technology improvements. In Oranj's 2018 research report, Digital DNA 2.0, advisers say improved client-facing...

62% of firms plan to adopt new client-facing technology this year

April 12, 2019

Our past research has revealed that independent advisory firms often rated improving the digital client experience as less important than improving adviser productivity and building efficiencies. But data from the 2019 InvestmentNews Adviser...

The hedger's opportunity

April 1, 2019

Now that the market has rebounded substantially off its lows, how do advisers know when to enter or exit the market? The short answer is that they can't know. Market timing is an ever-elusive game. Instead, advisers can look for strategies to...

The future of advice is hiding in plain sight

March 28, 2019

On March 5, InvestmentNews convened a group of advice industry leaders to talk about the future of advice. I listened, hoping to hear that undiscovered nugget, the silver bullet of success we should fire to capture the rich opportunities discussed...

Advisers can increase business while boosting financial literacy

March 27, 2019

Financial advisers are uniquely positioned to deliver personal financial education in the U.S., and the business advantages they glean from doing so will benefit firms for years to come, experts in financial literacy said. The U.S. has the world's...

How to handle a client with low risk tolerance

March 27, 2019

Risk tolerance questionnaires, scores and levels are a big focus right now in retirement income planning. While many of the tools are still rudimentary (e.g., your desire to skydive probably isn't tied to your investment risk tolerance), we...

Growth is a must, but watch out for the trap

March 19, 2019

After spending many years cheering my three daughters while they play club volleyball, I decided it would be nice to learn to play properly myself. After all, there are a couple of courts right by the ocean, and it would be fun to play with...

Starting a new advisory firm: Selecting technology

March 19, 2019

In my two previous columns, I've delved into both the marketing and outsourcing aspects of starting a career as an adviser. In today's third and final installment, I'm going to discuss the technology I would use were I to move to a new city...

Financial literacy could make advice more accessible to women of color

March 18, 2019

Financial illiteracy in the U.S. hits women and women of color especially hard, according to several participants in an InvestmentNews workshop on the role financial literacy can play in making the advice industry more diverse and inclusive....

Independent advisory firms plan to increase digital marketing budgets this year

March 15, 2019

Over the past 10 years, independent advisory firms have slowly integrated new technology solutions into their business models. Most firms now have their core tech stack in place: 85% are using a CRM system to manage customer relationships; 83%...

How to achieve a client-centric practice

March 13, 2019

Amazon promises a world where algorithms know what products we want before we do. Dog food, a new couch, toothpaste — they'll arrive at our homes with no effort on our part. This model has the power to change how we think about the experience...

Starting a new advisory firm: How to outsource and structure your practice

March 12, 2019

This is the second in a three-part series detailing what I would do if I were to move to a new town and start an advisory practice from scratch. In my first installment, on marketing, I described how an adviser should go about acquiring a steady...

Taxes, investment returns and the new Form 1040

March 5, 2019

Given that 2018 is the first tax year to reflect the Tax Cut and Jobs Act, there are a few changes advisers should understand to aid in client discussions. Even more important, understanding these changes will allow you to identify problem areas...

Leading to last: Growing an advisory firm so it will continue on

February 28, 2019

Over the past decade, succession planning has become an increasingly potent issue for many RIA firms — including ours. According to Fidelity's benchmarking study, 60% of RIAs either have no succession plan or have one that isn't ready for...

Reset your thinking for 2019

February 26, 2019

2018 challenged many clients with a rockier road than 2017—and disappointing returns to boot. One recent study showed 90% of major asset classes posted declines through mid-November, with cash outperforming stocks and bonds. That preceded...

Morningstar study says advisory clients are stuck on investment performance

February 26, 2019

Most investors still measure their financial adviser based on the performance of their portfolio, and most financial advisers know that, even if they think it's a mistake. A new study by Morningstar shows financial advisers have their work cut...

Opportunity-zone investments — are they right for your clients?

February 25, 2019

The Tax Cuts and Jobs Act passed by Congress in December 2017 included many changes to the tax code. One was the creation of "opportunity zones": state-designated and U.S. Treasury-approved areas where "new investments, under certain conditions,...

Delivering value starts with reducing fees

February 20, 2019

What makes someone choose a $300 pair of jeans over a $30 pair? Or a $100,000 Porsche over a $15,000 Fiat? Both options are functional and get the job done, right? Yet one is worth six to 10 times the other. Why? While some of those reasons...

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