Results for "client servicing"

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Student creates business to aid “pre-planning” clients

November 18, 2013

Financial planning student Leah Manderson wanted to start helping clients and wasn’t willing to waste her financial intelligence answering the phones and doing back office work for advisers. She interviewed with three or four firms that offered...

Illinois advisers find clients with homes devastated by weekend tornadoes

November 18, 2013

Financial advisers across the Midwest on Monday continued to reach out to clients who may have been caught in the destructive path of tornadoes that affected a dozen states Sunday and killed at least six people. In the hardest-hit areas, especially...

Three simple ways to make volatility your ally

November 15, 2013

None of us like market turbulence. Our clients deplore it and our employees can be frustrated with calls about it. But just like everything else in this world, there may be a positive in the midst of the negativity. Truth is, most of our clients...

Why RIA firms are hiring COOs to help them grow

November 15, 2013

Sue Thompson Managing Director, Blackrock

What makes smaller firms attractive to advisers on the move?

November 14, 2013

Tim Oden Senior Managing Director, Business Development, Schwab Advisor Services

The 5 biggest estate planning mistakes - Estate planning oversights to avoid

November 13, 2013

Estate planning is about living, not dying, and keeping, at the very least, indirect control over the assets until the moment of death. But these five oversights can trip up any investor’s best intentions. Here’s what to avoid, according...

Serve emerging clients with emerging planners

November 13, 2013

When it comes to the next generation, the financial planning profession has failed to solve two major issues: how to serve emerging clients effectively and profitably, and how to build career tracks that will set up emerging planners for success....

Promising new products that could enhance adviser productivity

November 11, 2013

On this week's broadcast, get up to speed on all the developments from the T3 Enterprise Conference, find out which portfolio rebalancing company just acquired a portfolio management software provider, and another CRM with a long history with...

For advisers serving clients and country, the balancing act is tough

November 10, 2013

Texas financial adviser David Hollands jokes about losing “one client and one wife” while serving with the U.S. Army Reserves in Afghanistan in 2004 and 2005. His poignant punch line is, “I got the client back.” Mr. Hollands, like hundreds...

Why young advisers need mentoring

November 8, 2013

If financial advisers want to build a strong and sustainable business, they need to develop a mentoring program for young employees. “I've seen a lot of great people wash out of the business in their first two or three years,” Christine...

Graying of America means opportunity for young advisers

November 8, 2013

America is a graying society, but for the wealth management industry, that could mean opportunity for young advisers. “The demographics in our industry and in our society are at an inflection point,” said Devin DeStefano, an executive at...

Tooting, not blowing, your own horn at Schwab's Impact

November 8, 2013

The 1,500 registered investment advisers swarming into Washington, D.C. for Monday's official start to this year's Schwab Impact conference will have loads of educational sessions to scour for business tips and solutions. In additional to technology...

Tapping into Twitter for more than a hot IPO

November 7, 2013

As today's wildly popular Twitter Inc. (TWTR) stock offering clearly proves, social media is hot. Shares of the 7-year-old microblogging site spiked more than 90% above the $26 offering price Thursday, with trading volume exceeding 55 million...

Don't condescend to Gen Y women

November 6, 2013

Advisers who can show how they can make a person's financial life easier — without coming off as condescending — will find an enthusiastic audience in Generation Y women, experts said. Women in Gen Y, who range in age from 13 to 33, have...

Trying to harness the power of big data for advisers

November 4, 2013

From analytics to zettabytes, big data is overtaking tech platforms in the financial services industry. “Big data is coming to our space really quickly,” Brian McLaughlin, chief executive and chief technology officer for Redtail Technology...

How advisers can distinguish themselves from online platforms

November 4, 2013

Bob Curtis CEO, MoneyGuidePro

Rise of the machines

November 3, 2013

The financial adviser's role is about to change. Within a decade, they may not be needed for many of the traditional tasks that they routinely perform for clients. No one will need them to write a financial plan, balance a family budget or even...

A look at today's generation of online RIAs

November 3, 2013

Client numbers and assets under management, when available, are drawn from regulatory filings or company officials. Betterment Holdings Inc. Clients: 20,000 AUM: About $300 million Betterment lets users select from a series of goals, such as...

Develop better plans for clients with an eye on behavioral biases, experts say

October 28, 2013

Advisers who can get into the minds of clients and consider their biases when shaping their portfolios will achieve better financial outcomes because those clients will be more likely to stick with the plan, two behavioral finance experts said....

New tool simplifies helping clients prioritize their financial goals

October 28, 2013

On this week's broadcast, get the rundown of all the announcements from Apple this week, the trend of quick financial planning expands to a new software provider, and how you can impress clients with a survey. Yes, I said survey! From iPad Air...

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