Results for "client servicing"

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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,...

Understanding client values builds deeper relationships

August 21, 2018

Often when advisers meet with clients or prospects, they spend the majority of the time discussing portfolio construction, risk-adjusted rates of return and other minutiae that make the average person's eyes glaze over. Since technology has...

5 principles that set apart top-performing advisory firms

August 7, 2018

Independent advisory firms represent $5 trillion in assets under management, and the independent model continues to win considerable market share. According to Schwab Advisor Services' 2018 RIA Benchmarking Study, for firms with over $250 million...

Solidify client relationships in volatile times by overcommunicating

August 6, 2018

After the historically low levels of volatility seen in 2017, many investors became accustomed to a lack of bumps in the market. However, the type of predictability simply has not held true so far in 2018. In the current market environment,...

Time or money: Which is more important?

August 6, 2018

I just returned from an eye-opening family trip to Spain. I met my wife in Madrid more than two decades ago when we were both studying abroad, and while the city might be more modern, the rituals and culture remain remarkably unchanged. I have...

Host the Perfect Client Event

August 1, 2018

Client events can be a lot of work, and there are many factors that come into play that could determine their success. But they are also a very important part of building your business because they can help you strengthen your relationships...

Climbing the digital mountain

August 1, 2018

Digital: A search for the term on the InvestmentNews website produces 1,645 hits. Good news for advisers looking to top off this summer's beach reading list, though you might have to upgrade your iPad. Alternatively, you could dodge the frenzy...

Digital plus human equals the future of advice

August 1, 2018

Speculation about the future of advice will never end, and with good reason: The future is unpredictable. But when the future conversation about the future focuses solely on technology and the disruptions that will emerge as a result, we lose...

Is it better to meet with clients in person or online?

July 27, 2018

Is it better to meet with a client in person, or virtually? It depends on who you ask. According to research from FactSet, a data analytics provider, high-net-worth individuals now conduct 44% of their interactions with an adviser online. The...

Back office should be top of mind for growing advisory firms

July 24, 2018

Recently, a colleague of mine suggested that "back office" should be considered a bad word, because it's where things go wrong without accountability. I respectfully disagree. The back office plays a major role in delivering a client service...

Advisers hold key to financial security

July 18, 2018

Here's a statistic that should make financial advisers stand a little taller: Clients who work with a financial professional are more than twice as likely to feel financially secure and ready for retirement compared to consumers who don't. More...

Getting to scale — the virtual solution

July 17, 2018

The industry may be adding registered investment advisers annually, but it's also consolidating at a record pace for one reason: the power of scale. Highly competitive,, aggressive growth RIAs are reshaping the landscape. Armed with capital,...

Empowering female clients requires they talk about this

July 12, 2018

Financial advisers need to help their female clients reduce individual money shame and to empower them personally and professionally when it comes to finances, a leading wealth psychology expert said. "We live in a society that is plagued by...

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