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Staycation? Advisers log in when they're off so they can chill out

July 24, 2013

Although it may sound illogical, many financial advisers log on to work e-mail during their vacations so they can relax and enjoy themselves. “Checking in helps you feel confident that you can stay abreast of what's going on,” said Richard...

Advisory firm invites clients, others to 'hang' in high-tech office

July 22, 2013

Oxygen Financial Inc. opened a second office in Atlanta today, aimed at helping meet the needs of time-starved young investors. The firm, which focuses on helping investors from Generations X and Y with the financial operations of their households...

Letter to 6,000 401(k) sponsors has advisers doing damage control

July 18, 2013

Advisers are rushing to do damage control with plan sponsor clients who received letters that appear to be from a professor at Yale Law School claiming that their 401(k) plans are too expensive. The letters, which appear to be sent by Professor...

How to raise fees without ticking off clients

July 17, 2013

Increasing an advisory firm's profitability through analyzing and tweaking the fee structure without undermining clients' trust can be tricky, but the results are worth it. That was the conclusion of a panel during an InvestmentNews webcast...

Travel insurance: Is it worth the price?

July 2, 2013

Travel insurance is not very well understood. For example, it may not even kick in if you cancel a trip for the wrong reason, experts said. About 37% of Americans think travel insurance is worth the cost, and 20% actually purchase the coverage,...

Knowing what the client wants can save money, drive new business

June 27, 2013

Fox Joss & Yankee LLC has discovered the value of client surveys. As such, it's in the minority among financial advisory firms. After reviewing the results of its first such survey last month, the firm is changing the way it communicates with...

Want to bond with clients? Ask them to take this test

June 11, 2013

Advisers seeking to keep clients happy might want to give them a test. The Kolbe A Index, for example, describes one's greatest strengths and limitations — and clients can take a 15-minute version of the exam online. Business coaches have...

Not-so-grumpy old men

May 31, 2013

Many Americans are simply not happy with how things are going for them, even though the U.S. economy continues to tick upward ever so slightly. A new “happiness” survey by Harris Interactive shows only about 33% of the population is very...

Younger prospects getting cold shoulder from advisers: Poll

May 20, 2013

Financial firms may be coming up short in reaching the next generation of investors. In fact, two-thirds of executives at broker-dealer and registered investment adviser firms acknowledged they might be missing the mark, according to an informal...

Clients tell it like it is, and that's a good thing

May 11, 2013

At the first meeting of his firm's advisory council, retirement planning specialist Kyle Schiffler was surprised by what he heard from his best clients. “I thought they might say they were upset at having to work with some of my assistants,...

Five easy steps to disarm a worked-up client

April 24, 2013

Many advisers cringe when clients call or come into their office full of fear, anger and other strong emotions. But they instead should see these visits as chances to strengthen that relationship by leading the client from his or her distressed...

To attract high-net-worth clients, offer more than financial planning

April 24, 2013

In the never-ending search for high-net-worth clients and more assets, wealth managers might want to keep it in the family. Advisers catering to the wealthiest clients aim to provide comprehensive advice to those investors and wield influence...

Advisers overestimate how 'personal' client relationships are

March 26, 2013

Even as more financial advisers reach out to clients daily through social media, advisers think their relationships with clients are much closer than what clients think. When asked in a recent survey about their relationships with their clients,...

Journey back from divorce can be taxing

March 24, 2013

Just as financial advisers can help couples construct their financial lives around wedded bliss, they can also help them navigate the road to Splitsville should the bliss fade away. Amid all the squabbling over money, custody arrangements and...

Dig further into social media to get the biggest business bang

March 21, 2013

Think about the impact an adviser can have on client relationships if he is the first — and maybe only — professional in their lives to congratulate them on that important business or personal success. The likelihood of those clients leaving...

Happily ever after? Couples fight five times a year about finances

March 9, 2013

It doesn't take long for the glow of marital bliss to give way to the harsh reality of managing family finances. A recent survey of 2,135 married people by TD Ameritrade Inc. and online financial planning firm LearnVest found that money —...

Readings done: Advisers use cards to reveal clients' true goals

February 28, 2013

United Capital Financial Advisers LLC has developed a tool for its advisers to help clients articulate the things in life that matter most to them. Turns out, it's all in the cards. It's a challenge for advisers to get clients to describe what's...

Beating the benchmark is so 2012

February 27, 2013

The S&P 500 Index is a wonderful benchmark of broad stock market activity, but does that mean we have to measure our investment performance against that, or any, universal benchmark? This is the kind of attitude shift that Brinker Capital Inc....

When your firm costs you clients, Part 1

February 26, 2013

Advisers can't stand to lose accounts. When I meet with Advisers around the country, virtually all of them are able to tell me with surgical precision how many accounts they have lost over the course of a year. More specifically, they can tell...

Why advisers don't talk about clients' careers — but should

February 20, 2013

Moshe Milevsky thinks his barber Enzo should invest more in stocks than his finance students should. “The jobs of people who work on Wall Street are very sensitive to the economy and stock market,” says the finance professor and author of...

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