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Technology to boost customer service and lift AUM? It exists.

December 2, 2013

If I told you that an affordable technology could help you provide better service to your clients and increase your assets under management effortlessly, would you be interested? There is such a product, yet most advisers are not utilizing it....

How advisers can stand out in the sea of sameness

December 1, 2013

It is that time of year again when we start jotting down a list of ways to help us start the new year right: Join a gym, lose 10 pounds, donate more, spend less, etc. The list is the same each year, and by February or March, most of these goals...

Firms work to make the most of their young advisers

December 1, 2013

When Adam Thurgood started his career as an adviser in his early 20s, he already had a background as a financial analyst for Prudential Securities, but it still took two years before he was allowed to wade into client services. Now, as the junior...

Advisers whipped by new website projects

November 25, 2013

Two weeks ago, when Jeff Rose went live with the latest version of, he tweeted to his followers, “Launching a new site design is almost as stressful as launching a new book.” His biggest challenge was finding a site...

Workflow platform could revolutionize the way advisers use technology

November 25, 2013

On this week's broadcast, learn about new technology offerings from two of the top institutional custodians, a bold new workflow platform launches with the potential to revolutionize the way you use technology, and a new app is introduced to...

CFP board navigates rough seas

November 24, 2013

Until this year, the Certified Financial Planner Board of Standards Inc. had lived a fairly quiet existence, granting the financial planning designation and upholding related education and ethics requirements for nearly 69,000 mark holders....

Retirement planning is now a family affair

November 24, 2013

In the years before the Great Recession, it wasn't unusual to see a happy couple tooling down the highway in a luxury recreational vehicle with a bumper sticker that joyfully proclaimed: “We're spending our kids' inheritance.” Fast forward...

Schorsch's RCS Capital signs smart-data lead generation deal with Vestorly

November 21, 2013

As it pursues a series of broker-dealer acquisitions, RCS Capital Corp. has signed on with smart-data technology startup Vestorly in a digital-marketing deal designed to connect brokers with client prospects. Vestorly, which announced the deal...

It's good to be boss: Owners, top advisers see double-digit pay hikes

November 21, 2013

Experienced financial advisers have seen their paychecks fatten over the past two years, thanks to increases in firm profitability, strong market performance and a talent shortage in the industry. The latest compensation figures also confirm...

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...

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...

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

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....

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...

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...

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