Results for "client servicing"

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Goldman moves digital bank to wealth unit

October 22, 2018

Goldman Sachs Group is shifting a heavily touted business line into its wealth management unit as the bank eyes expansion through products that can be pitched to that division's customers. The company is handing oversight of the Marcus business...

How to survive the crash

October 15, 2018

Let's prepare for The Inevitable. One of the quirks of human nature is that upbeat investment books offering strategies to make money are routinely outsold by doomsday titles like "How to Survive the Coming Stock Market Crash." For most people,...

Social Security and the fear of missing out

October 15, 2018

Fear of missing out, or FOMO, is generally associated with millennials who worry that something exciting is happening elsewhere when they're not there. But baby boomers are not immune from FOMO — a word officially added to the Oxford Dictionary...

Is artificial intelligence the next bitcoin?

October 12, 2018

Bitcoin has fallen almost 70% from its peak last year, from around $20,000 to roughly $6,500 currently. Breathless commentary about how bitcoin could become the next global currency has given way to sentiment that it's just another disappointing...

Jack-of-all-trades client service satisfies none

October 4, 2018

When it comes to client service, there's no such thing as a one-size-fits-all approach. Advisers contending with fee disruption, changing consumer expectations and the management of growth and succession often ask, "Is this the best solution,...

Bad things happen to good clients — and your response is critical

September 17, 2018

Life happens. Typically when you least expect it, something happens that's neither anticipated nor welcome. Bad news can arrive from many sources — your father's doctor, your doctor, the police, your spouse. The impact can be devastating,...

New FPA survey reveals characteristics of top advisers

October 3, 2018

Building better relationships with clients is never a bad thing. But the most successful financial advisers also are able to leverage technology to dissect and solve client problems — and then dish out the tough love of delivering straight...

Helpful hints on working with nonprofits

September 27, 2018

If advisers are thinking about developing a niche of advising nonprofit organizations, the first thing one veteran adviser suggests is to take an interest in the objectives of the group. "Have an interest in or be aligned with the mission of...

Betterment clients can now buy one-time access to human financial advisers

September 12, 2018

Betterment is making its team of human financial advisers more accessible to clients with smaller accounts. The digital advice platform now offers "advice packages" to investors looking for one-time guidance for a flat fee. Any investor can...

Adoption is the new innovation

August 24, 2018

In my last column, I ruminated about the number of fintech products flooding the adviser market and wondered how anyone could evaluate — let alone select — from among the vast array. I shared the poignant slide from Michael Kitces showing...

Time or money: Which is more important?

August 6, 2018

I just returned from an eye-opening family trip to Spain. I met my wife in Madrid more than two decades ago when we were both studying abroad, and while the city might be more modern, the rituals and culture remain remarkably unchanged. I have...

Equity index put writing: A strategy for uncertain markets

August 28, 2018

With the post-crisis market recovery now in its tenth year and equity indexes near all-time highs, investors understandably may be thinking that no bull market can charge ahead forever. We are now in a period in which market conditions are increasingly...

How to offer the ideal hybrid digital adviser

August 27, 2018

The digital era of financial advice is so new that the landscape is still largely uncharted for many firms. While there are some success stories, there isn't really an authoritative road map on how to best implement a digital advice strategy....

Is Orion building a financial planning tool?

August 28, 2018

Orion Advisor Services is boosting its presentation and client portal tools with two new partnerships with client-facing technology providers. The first partnership, announced Monday, adds investment analytics and Monte Carlo simulations from...

Finding the right nudge for your clients

August 27, 2018

"First, never underestimate the power of inertia. Second, that power can be harnessed." —​ Richard H. Thaler, Nobel Laureate, behavioral economist Client perceptions of a financial adviser's service are ultimately determined by how effectively...

Is it better to meet with clients in person or online?

July 27, 2018

Is it better to meet with a client in person, or virtually? It depends on who you ask. According to research from FactSet, a data analytics provider, high-net-worth individuals now conduct 44% of their interactions with an adviser online. The...

Climbing the digital mountain

August 1, 2018

Digital: A search for the term on the InvestmentNews website produces 1,645 hits. Good news for advisers looking to top off this summer's beach reading list, though you might have to upgrade your iPad. Alternatively, you could dodge the frenzy...

The problem with goals

July 2, 2018

The 2018 World Cup is in full stride. The world's best soccer teams are on the global stage in Russia, with their home fans glued to their TVs cheering and gasping with every turn of the ball. How can you not get swept up in the jubilation that...

Getting to scale — the virtual solution

July 17, 2018

The industry may be adding registered investment advisers annually, but it's also consolidating at a record pace for one reason: the power of scale. Highly competitive,, aggressive growth RIAs are reshaping the landscape. Armed with capital,...

Always be closing? The end of selling

June 12, 2018

On a recent flight I watched a movie I'd seen decades earlier and marveled at how life has changed. The cult classic "Glengarry Glen Ross," based on David Mamet's Pulitzer Prize-winning play of the same name, is the poster child for the ugly...

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