Results for "client servicing"

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Closing the gap between perception and reality in financial planning

September 19, 2019

The rumored multiples paid for the recent purchases of financial planning firms like MoneyGuidePro and Advizr — 25 times revenue — have been eye-popping. Envestnet reportedly spent over $500 million for MGP, while Orion paid $50 million...

Gut check your digital leadership toolbox

September 19, 2019

Being a true digital leader requires more than a wardrobe change FinTech leaders have disrupted more than just the role of technology in the advice industry. Every company leader wants to be with these new cool kids. I counted just three ties...

Don't fear millennials

September 18, 2019

Here's something to think about: Some estimates peg the cumulative student debt in the U.S. at $1.5 trillion — second only to mortgage debt — with the average college graduate starting their working lives $25,000–$30,000 in the hole. No...

To benefit from outsourcing, advisers need to focus on what is, and isn't, core to their value

September 18, 2019

Advisers are increasingly outsourcing parts of their business to focus on growth. But a new study from Vestwell, a digital platform that allows advisers to offer and administer retirement plans, suggests many aren't doing it with a strategic...

Don't just sell to the highest bidder

September 17, 2019

Not a week goes by that I don't see an article about how advisory firm valuations are at all-time highs. This hot market has convinced a lot of advisers to consider selling. If this is you, don't let price be the determining factor. For a little...

Vanguard offers new framework for financial advice

September 16, 2019

Vanguard Group issued a new framework for financial advice Monday that's meant to assess the overall value of advice by looking more holistically at the end result for clients beyond what Vanguard considers to be the industry norm. The framework...

Investment management outsourcing delivers greater client-service impact

September 12, 2019

In today's ever-evolving marketplace, financial advisers' businesses are growth and scale challenged. They face a fine balancing act as they look to engage new clients, while continuing to support and manage existing investor accounts — without...

3 mistakes advisers make about high-net-worth women

September 11, 2019

The secret is out. Despite a growing number of entrepreneurial women and those climbing the corporate ladder, this group's access to tailored financial advice has lagged. Our industry has overlooked high-net-worth executive women and served...

Your client portal is not your client experience

September 5, 2019

By now, most clients realize they need some kind of web- or app-based interface for their clients. Many folks characterize younger investors as tech-savvy, but boomers — your most lucrative clients — are some of the most enthusiastic adopters...

Improving client satisfaction with successful communication

September 4, 2019

Working with a financial adviser provides enormous benefits to clients, helping them efficiently manage their money, grow their savings and achieve their financial goals. While each client may have different needs and expectations, they all...

Creating time-tested retirement income plans

September 3, 2019

I usually set aside Labor Day for reflection, not just about the official end of summer, but about broader topics that I encounter as a columnist for InvestmentNews. So I was thrilled when two veteran financial advisers I admire — Phil Lubinski...

4 things advisers miss when it comes to CRM

August 30, 2019

Financial advisers and wealth planning firms are always looking for new technology to improve their businesses. When I started working in fintech 20 years ago, the technology available to independent financial advisers was limited. Forward-thinking...

The future of advice is still human

August 29, 2019

As the CEO of a digital clearing and custody firm, it may come as a surprise that I believe the future of financial advice will not be entirely machine-based. Instead it will be centered around the things that make us human. Human-centered design...

Disruptive look at the confluence of digital and human advice

August 26, 2019

Earlier this year, industry leader Steve Gresham and I engaged with InvestmentNews to host roundtable conversations with the architects, builders and champions of tech-enabled platforms that are powering the future of financial advice. The transformative...

Learn to love delegating

August 21, 2019

As a planner and adviser for almost three decades, I've become good at delegating. But I sure didn't begin that way. Like many of you, I started with a desk, a phone, and a manager who gave me a lot of encouragement, but no leads or clients....

Volatility reignites debate about market timing

August 15, 2019

Increased stock market volatility, including the market's 3% drop on Wednesday, has put financial advisers back into a position of defending buy-and-hold investing strategies to nervous clients. "A big part of our job is convincing people they're...

New SEC videos aim to help investors identify brokers vs. investment advisers

August 15, 2019

Investors trying to decide whether to hire a broker or an investment adviser can now turn to the Securities and Exchange Commission's website, where the agency posted videos on Thursday designed to highlight the differences between them. The...

Take a break! 5 simple summer pleasures

August 14, 2019

Ahh, summer! A time to enjoy a change of pace. Schedules open up as clients leave town for some R&R. You and your staff likely take time off, too. But in addition to vacations, we all need to take breaks throughout the day. In fact, the research...

What advisers can learn from the industry's early AI leaders

August 13, 2019

Financial services firms will have to fundamentally reconsider how humans and machines interact, both within their firms and with customers, if they want to take advantage of artificial intelligence technology, according to a new report from...

The SECURE Act could mean big changes for advisers

August 13, 2019

While it's not surprising that the Setting Every Community Up for Retirement Enhancement (SECURE) Act is tangled in a political decision-making web, it's reassuring that the conversation about helping Americans save for retirement is still on...

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