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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...

Using technology to reach out to clients

October 1, 2013

From time to time, we are required to educate and update our clients on current events and financial matters. Sometimes, for client-specific issues, it's as simple as a quick phone call or e-mail. Other times, we must reach out on a broader...

Client outreach underway as government closes

October 1, 2013

The shutdown outreach has begun. Many financial planners are reaching out to clients with this advice: Don't worry about the impact that the government shutdown will have on investment portfolios, as long as the president and Congress resolve...

Web traffic slows access to health insurance exchanges

October 1, 2013

Financial advisers keeping an eye on the health insurance exchanges gave them a test drive this morning, only to find out a number of marketplace sites are plagued with bugs and long loading times. Oct. 1 marks the open-enrollment date for the...

Strategies to mitigate new surtax could kick Medicare prices higher

September 30, 2013

Advisers and clients might want to take a closer look at the tactics they're using to mitigate the new 3.8% investment income tax because certain strategies could lead to higher Medicare premiums. The 3.8% surtax, which kicked in at the start...

Confessions of a liaison between advisers and clients

September 30, 2013

Who am I? My name is Maureen Doyle. I recently graduated from Illinois State University with a major in finance and minor in financial planning. I was one of the fortunate who found a job post-graduation and started in June at Huber Financial...

Having the alternatives talk with clients

September 25, 2013

Clients are more open than ever before to alternative investments, but talking to them about the asset classes and strategies can still be daunting for advisers. A trio of top financial advisers shared their best tips on talking to clients about...

Honoring the firms with the best practices

September 25, 2013

InvestmentNews today announced the winners of the first annual Best Practices awards, acknowledging 24 advisory firms in two categories, human capital management and technology. Award winners were honored at a best practices workshop in Chicago....

Adviser capping firm's annual fees, saying larger clients paying too much

September 24, 2013

A small Nebraska financial advisory firm is unveiling a novel approach to attracting its target clients by capping its annual adviser fee at $11,000. Phil Wood's Wealth Partners Inc. has launched a new division that charges clients 1.25% on...

Advisers' "sticky' notes

September 22, 2013

Advisers spend about five times as much to bring on a new client as they do to keep an existing one, creating a huge incentive to keep clients “sticky,” according to an adviser coach. Clients stick with an adviser if they have a deep personal...

How to develop 'sticky' clients

September 17, 2013

Advisers spend about five times as much to bring on a new client as they do to keep an existing one, creating a huge incentive to keep clients “sticky,” according to an adviser coach. Clients stick with an adviser if they have deep personal...

9 tips for becoming an elite adviser - Hone in

September 17, 2013

Define a niche by focusing on what you are passionate about in your business, what you can do better than anyone else and what drives your economic engine. Tip: Think about the clients whose calls you look forward to answering. (Source: Adviser...

Training new advisers by osmosis

September 13, 2013

AdviceOne LLC takes a unique approach to adviser training that does not include instruction on stocks, bonds or even the markets themselves. Its president also won't hire anyone who has more than six months' experience in the financial industry....

Time to re-price old clients

September 12, 2013

Changing what advisers charge existing clients may be the best way to boost firm profitability, a consultant told advisers at the Financial Services Institute Advisor Summit in Washington yesterday. Some experienced advisers have increased fees...

TD bets on wealthy U.S. clients to drive parent company profits

September 10, 2013

Toronto-Dominion Bank, Canada's second-largest lender by assets, is ramping up its U.S. asset- management business while doubling the number of advisers for wealthy American clients in an bid to accelerate profit. Toronto-Dominion seeks to build...

Five years after crisis, advisers can sleep at night, but clients still nervous

September 10, 2013

Five years ago, as Lehman Brothers Holdings Inc. was allowed to fail and Merrill Lynch & Co. Inc. sold its 17,000 brokers to Bank of America Corp. to avoid its demise, financial advisers quickly realized the country wasn't facing just another...

More precise numbers = more trust from clients

September 9, 2013

Clients may have more confidence in financial advisers who use precise numbers, rather than those who round them up or down, new research from the University of California, Los Angeles, suggests. People who use more specific numbers — such...

Gen Z concerns over finances on the rise, survey shows

September 5, 2013

Teens and young adults are increasingly worried about finances — everything from student loans and jobs to whether Social Security will exist when they retire. About 46% of Americans between ages 14 and 23, a demographic sometimes called Generation...

10 best cities for opening a new advisory firm - Location, location, location

September 5, 2013

Financial advisers looking to scratch the entrepreneurial itch, take note. NerdWallet has new data showing the 10 best U.S. cities for starting a small businesss. So when considering branching out on your own, here is the latest ranking of the...

Review disaster plans, SEC warns

September 1, 2013

The Securities and Exchange Commission has issued a risk alert specific to investment advisers, asking them to reconsider their business continuity plans to shorten the time it takes to recover from an emergency. The alert, released last Tuesday,...

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