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5 high-level firm positions commonly held by women - Women at the top

October 23, 2013

The InvestmentNews/Moss Adams Adviser Compensation and Staffing Study captured compensation information for 24 positions employed by independent advisory firms. The following is a snapshot of the results for high-level advisory firm roles commonly...

Wealthy investors changing definition of age and retirement: Study

October 21, 2013

Wealthy investors don't see themselves as “old” until they're 80, and that perception is driving how they save for retirement, according to a survey released Monday by UBS AG. As life expectancy stretches, about seven in 10 investors don't...

Innovation drives results

October 20, 2013

InvestmentNews is recognizing firms that have risen above their peers through innovation in practice management, as determined by rankings in both the 2013 IN/Moss Adams Adviser Compensation and Staffing Study and the 2013 IN Adviser Technology...

What happens to firms as they grow?

October 16, 2013

The landscape of the advisory industry is settled with more large firms that ever before. Over the last ten years, the industry has developed from a majority of solo practitioners to a range of firms with multiple partners and multimillion-dollar...

Advisers who double down on client niches stand to multiply assets: Study

October 15, 2013

Financial advisers who are looking to multiply their assets under management may want to focus on a more specific group of clients. Advisers who take on clients in a specific niche area, such as high-net-worth investing or retirement planning,...

5 things every adviser should know about the debt ceiling, shutdown

October 13, 2013

With Washington political hostility launching both a partial government shutdown and another bitter fight over how much money the country can legally borrow, the financial markets have been in a relative state of flux while waiting for a resolution....

Get comfortable meeting with clients virtually if you want to compete

October 11, 2013

Financial advisers who cannot conduct virtual client meetings may be hurting their own competitiveness. "Every year, more and more clients are adopting the idea that we don't need to meet face to face," Alan Moore, founder of Serenity Financial...

Using a team of specialists to best serve clients

October 11, 2013

Frank Moore, MS, CFP Chief Investment Officer, Vintage Financial Services, LLC

How trust affects advisers' bottom lines

October 11, 2013

David Horsager Bestselling Author & CEO, Horsager Leadership Inc.

Female clients explain what they value in an adviser

October 10, 2013

Financial planning clients want an adviser they trust, who listens closely to them and patiently explains things they have more questions about, two female clients answered in response to adviser inquiries at an industry conference. These clients,...

Advisers falling short when it comes to talking philanthropy with clients: Survey

October 9, 2013

Want to engage your clients and pave the way for a long-lasting relationship? Try discussing their philanthropic goals. Though nine out of 10 financial advisers, and trust and estate attorneys, discuss philanthropic giving with their clients,...

More to helping furloughed clients than you'd think

October 8, 2013

It's the eighth day of the government shutdown and calls from furloughed clients to advisers are picking up. Clients are starting to ask whether they can take a loan from their government-sponsored retirement plans while they are not being paid....

Grieving clients need more than tissues

October 7, 2013

Knowing how to talk with grieving clients isn't just relevant for widows and widowers, but can important for dealing with clients who are divorcing or even experiencing an empty nest, a grief professional said. “An adviser's success in being...

5 ways the government shutdown will impact portfolios - 5. Spending Hit

October 4, 2013

With about 800,000 federal workers furloughed, private sector spending will take a hit. Additionally, government contracts that get put on hold also could cut some corporate profits. (Source: Financial adviser JJ Burns of JJ Burns & Co. LLC...

Take Five: Carolyn McClanahan on health exchanges

October 4, 2013

Fewer advisers have kept a closer eye on the Affordable Care Act than Carolyn McClanahan, a physician and director of financial planning at Life Planning Partners Inc. Indeed, health care reform has kept her busy: It's been a focal point for...

What's the greatest value an adviser offers?

October 4, 2013

Investors who worked with a financial adviser from 2006 to 2009 outperformed those that didn't by 4%, and that gap becomes more pronounced in times of economic uncertainty. “Advisers offer a tremendous value,” Dr. Daniel Crosby, a behavioral...

Stay ahead of the news with social media

October 4, 2013

Bob Rall, president of Rall Capital Management Inc., took to Twitter this week to share a blog post about the effect of the government shutdown on the everyday American. He also shared reports on the stock market's reaction to the stalemate...

What to do when clients don't follow your advice

October 3, 2013

Financial advisers work hard to understand their clients' goals and to create investment plans that make them a reality. But truth be told, advisers always have certain clients who don't follow through on those plans. It's beyond frustrating....

Pricing wars: How to compete in an evolving industry

October 2, 2013

At the beginning of the fee revolution in the 1990s, 2% fees on top of the underlying mutual fund costs were not unusual. Since then, that pricing has steadily collapsed, and today, most advisers charge around 1%, with many using lower-cost...

Advisers to furloughed workers: Take a deep breath, stay calm

October 2, 2013

On the second day of the federal government shutdown, financial advisers with clients who have been furloughed are trying to ease their concerns about cash and reminding them of their rainy-day funds. “Nobody's panicked yet,” said Jessica...

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