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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...

How advisers can distinguish themselves from online platforms

November 4, 2013

Bob Curtis CEO, MoneyGuidePro

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...

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...

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...

How trust affects advisers' bottom lines

October 11, 2013

David Horsager Bestselling Author & CEO, Horsager Leadership Inc.

Using a team of specialists to best serve clients

October 11, 2013

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

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....

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