Results for "client servicing"

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The wealth management circle of life

July 18, 2019

It's no secret that there's $30 trillion that's expected to be passed down from baby boomer parents to their Generation X and millennial children over the next 30 years. This vast movement of wealth is reminiscent of the point in "The Lion King"...

Carson Group names leaders for adviser and consumer operations

July 17, 2019

The Carson Group has elevated two executives to serve as co-presidents, with one heading the firm's adviser-oriented efforts and the other its consumer-oriented business. (More:​ InvestmentNews 40 Under 40 2019: Aaron Schaben) Aaron Schaben,...

What to copy from Personal Capital's client experience

July 17, 2019

The rise of robo-advisers like Betterment and Wealthfront lit a fire under traditional advice firms to start modernizing their technologies to improve the client experience. Personal Capital may not be the largest of such firms but it's the...

Making the future of financial advice as effortless as Uber will be no easy ride

July 16, 2019

What does the future of financial advice look like? For many industry leaders, it's making financial planning and investment management as easy as shopping on Amazon, ordering a ride on Uber or streaming a movie on Netflix. But getting there...

Branding tips for financial advisers looking to grow

July 15, 2019

Financial advisers who seek to develop a growing and sustainable business should be deliberate about creating brands that resonate with the type of clients they're aiming to attract, industry experts said. "It's incredibly important that financial...

Ritholtz Wealth launches Betterment-powered robo advice platform

July 15, 2019

Ritholtz Wealth Management is relaunching its digital advice product, Liftoff, using Betterment for Advisors. For Betterment, which typically keeps details about its for-advisers product close to the vest, it's a big get — if not in terms...

Texting your clients? Read this first

July 15, 2019

Are you texting your clients? Do clients text you? Are you sure you know the answers to these questions when it comes to your staff? If you haven't added texting as a component of your firm's communications mix, perhaps it's because you believe...

Orion Advisor Services acquires Advizr financial planning

July 11, 2019

As Orion Advisor Services continues expanding beyond its origin of portfolio accounting software and towards a full adviser technology hub, the company has acquired financial planning company Advizr. Beginning next month, advisers using Orion...

To convert or not to convert portfolio reporting technology

July 10, 2019

One of the more important business decisions underpinning a successful advisory practice is the selection of a portfolio reporting platform. If the decision isn't properly researched, a platform that doesn't meet expectations could prove to...

Adviser opportunities in the gig economy

July 9, 2019

Some industry experts expect consumers will increasingly earn income from nontraditional, un-salaried jobs and believe advisers stand to benefit from this so-called "gig economy." As Fidelity Labs vice president Kim Langway recently explained...

What the end of iTunes teaches us about winning new clients

July 9, 2019

When Apple launched iTunes 18 years ago, it rapidly became a category killer, reshaping music sales and demolishing compact discs, music retailers and the music libraries that many of us had collected. Yet now the once-domineering music pioneer...

When clients survive a mass shooting

July 9, 2019

A spray of bullets. A chorus of screams. Blaring sirens. Another mass shooting. This scenario is becoming all too familiar, with gunmen taking lives in workplaces, churches, and schools across the country. Increasingly, advisers have clients...

What advisers need to know about working with student loan debt

July 9, 2019

The issue of student debt isn't going away. Congress has introduced multiple bills addressing student loans, and early leaders in the Democratic primary race have made student debt a campaign cornerstone. It's also an increasing part of how...

Client longevity is advisers' top retirement planning concern

July 8, 2019

Individuals who pay for financial advice generally are feeling positive about their ability to prepare for their post-working days. Nearly all (87%) feel "knowledgeable and educated when it comes to planning for retirement," and most (80%) believe...

A higher standard of client care

July 8, 2019

The financial services profession is about more than just numbers. It's about helping people navigate life's complexities. Financial advisers serve an important role as their clients prepare for milestones. So it's no surprise that the client-adviser...

Client onboarding becomes even more of an advice firm challenge after mergers

July 3, 2019

As chief technology officer at my firm, probably the biggest challenge I face is the technological onboarding of sometimes massive numbers of new clients. Even at 26 years old, our advisory firm is still growing, having acquired or partnered...

The perils of do-it-yourself IRA transactions

July 2, 2019

Do you have clients who are do-it-yourselfers? While consulting YouTube for tips on a minor home improvement project may work out just fine, DIY can create serious problems when it comes to moving retirement funds. The tax laws are particularly...

Ask these cybersecurity questions

July 1, 2019

Every new digital tool a financial adviser adopts increases the firm's vulnerability to a cybersecurity attack, and many advisers aren't doing enough to ensure the third-party vendors they work with meet the highest security standards. About...

3 things to consider when advising blended families

June 26, 2019

One of the most difficult tasks for many newlywed couples is marrying their finances. Blending families rather than individuals is trickier but it can be done if there is open communication with clear and full disclosure of both families' finances....

Milestone planning helps clients and advisers

June 26, 2019

New trends and developments are always on the horizon in the financial planning industry. For the past few years, the focus on retirement income planning has been growing and taking the country by storm. The growth and integration of financial...

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