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Adviser technology is now all about the client

February 8, 2015

Financial advisers are addressing how best to invest in technology from a fresh perspective, according to the 2015 InvestmentNews Adviser Technology Study. A myopic concentration on costs and on the immediate impact on profits is giving way...

Ohio State's Cardale Jones: 'No' to the NFL, 'yes' to financial planning

January 16, 2015

Cardale Jones shocked college football fans this week by leading Ohio State University to the College Football Playoff National Championship after the team's first- and second-string quarterbacks were injured. He confounded expectations again...

Most advisory firms don't have a strategy for landing client referrals

December 15, 2014

There are a lot of figures that get thrown around about attracting new clients in the advisory industry. One that we frequently hear at InvestmentNews Research is that approximately 70% of a typical advisory firm's new business is referral-driven....

LPL picks up $520 million hybrid firm from Wells Fargo

November 11, 2014

LPL Financial Holdings Inc. has netted a $520 million hybrid advisory firm from Wells Fargo Advisors' Financial Network. In an announcement Tuesday, LPL said it had in June picked up Goss Wealth Management, a hybrid broker-dealer and registered...

Krawcheck to advisers: 'Middle-aged white guys' must help women get raises

June 25, 2015

The disparity in pay between men and women is a key source of the retirement-savings gap, and an issue that financial advisers should help their clients overcome, former Merrill Lynch boss Sallie L. Krawcheck said Thursday. In a speech at the...

Optimism abounds for financial advice industry in 2015

January 5, 2015

This year looks to be rosy for advisory firms — if you believe both the pundits and advisers themselves. "I am bullishly optimistic on the wealth management business," said adviser JJ Burns, founder of JJ Burns & Co. in Melville, New York....

Vanguard plans to offer digital marketing tool for advisers

July 7, 2015

The Vanguard Group Inc., which became the world's largest mutual fund company after an ongoing marketing campaign to woo financial advisers, will launch a service this month to help those professionals to communicate their own value to clients...

Automated advisers attract much smaller clients than humans: Morningstar

June 25, 2015

Robo-advisers may not be able to compete with humans after all — at least when it comes to attracting clients with a greater amount of investible assets. Largely automated online financial advice platforms are able to bring in clients with...

Survey shows social media use growing among advisers

December 11, 2014

Advisers are latching on to social media giants such as LinkedIn and Facebook to increase their business, and it's paying off. Putnam Investments' latest survey of how advisers are using social media found that those who have acquired clients...

Tony Robbins gets advisers talking at the 2014 MarketCounsel Summit

December 9, 2014

Tony Robbins brought his message championing independent advisers and a fiduciary standard on the road, taking the stage at the 2014 MarketCounsel Summit in Las Vegas, Nevada. His comments got advisers talking on Twitter, and we've pulled together...

Two big developments in retirement planning grab advisers' attention

October 25, 2014

Two big developments in the realm of retirement planning made waves this week. The ongoing regulatory headaches plaguing LPL Financial were again in the news, this time making a direct impact on the company's bottom line. InvestmentNews highlighted...

Are online investors actually panicking at the sight of market volatility?

October 21, 2014

Investors were given a dose of adrenaline last week, as global economic fears and the Ebola outbreak created erratic swings in stock prices. But investors may not in fact be panicking, at least from what we can see from the behavior on our own...

Time is money: Quantifying the value of working hours

May 23, 2014

It's not a regulation, but it's no less inviolate a rule: your income will be completely dependent on where you and your team spend your 1,920 work hours a year. In a service business, time really is money. The allocation of work time is the...

Krawcheck says advisory business still coming up short in reaching out to women

January 27, 2014

Sallie Krawcheck's bottom line is getting the advice industry to reach out to more women, both as advisers and clients. “Women don't say they need a woman adviser, but I don't think it will hurt if we got beyond 17% of the industry being women,”...

Focus Financial invests in $600 million wealth manager

April 6, 2015

Focus Financial Partners, the deep-pocketed investor in financial-advisory businesses, said Monday it has taken a stake in a 45-year-old firm managing $600 million in assets. Under Focus' umbrella, the Savannah, Ga.-based Fiduciary Group plans...

Wealthfront, Edelman clash on robo-advisers

January 27, 2015

The old guard of wealth management clashed with the new in Hollywood, Fla., on Tuesday, as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with the top executive at Wealthfront Inc. Mr. Edelman confronted...

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