Results for "next gen advisors"

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A whirlwind of change — transitioning into the financial planning industry

December 14, 2014

The last six months have been full of transition. The first wave of change was graduating from William Paterson University in New Jersey and accepting a job as an associate financial adviser with FJY Financial in Virginia. My emotions were mixed;...

Young advisers go from learning to doing

December 14, 2014

Halfway through their first year in the advice business, the six young professionals InvestmentNews is tracking for its Year 1 project — to better understand adviser experiences as they enter the industry — have gained confidence and skills....

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...

A financial adviser career path: The unknown road

November 26, 2014

Our team at The Advisor Center is well-versed in the benefits of a career as a financial adviser or planner. We are often surprised by the number of those outside the industry who are unaware of what this industry has to offer in terms of job...

It's time for real industry action on diversity

November 23, 2014

In the past year, the financial advice industry has acknowledged that it has to do a better job of recruiting women into the profession. It is now a recurring topic of conversation at industry conferences, and some of the bigger firms are starting...

Look for the next-gen candidate who interviews you: Expert

November 7, 2014

Successful placement of a young professional in the financial advice business requires that both the firm and the candidate thoroughly interview each other, a panel of experts said during an InvestmentNews virtual career fair aimed at next-generation...

To recruit young advisers, show them a path

November 3, 2014

I'll never forget the line that prompted me to become a financial adviser: “You'd be an idiot if you don't do this.” That blunt statement, made by Blair McCarthy, the adviser who had been recruiting me to join his firm, really got my attention....

How advisers are guiding clients through critical crossroads

November 2, 2014

For the third of a series of special reports on the Crossroads the financial advice business is facing, we asked the industry's top advisers: How are you guiding clients through today's critical crossroads? Here is what they said: "Changes to...

Don't market to women, serve them, Krawcheck tells advisers

October 10, 2014

Women are on the way to being the majority of U.S. millionaires and they represent the advisory industry's biggest business opportunity, former Bank of America Merrill Lynch executive Sallie Krawcheck told advisers Friday at the Raymond James...

Variety of tasks, client issues makes each day instructive

October 5, 2014

My role at Plancorp has certainly grown over recent months. I may have finally entered the asset column of the human capital balance sheet. As I have become more familiar with clients, processes and financial planning in general, my task load...

What I didn't expect about being an adviser

October 5, 2014

“I'm calling today to introduce myself.” That is how I begin 90% of my conversations. The other 10% are opened with, “Did I catch you at a bad time?” As a 20-something, first-year, inexperienced financial adviser going up against an...

In financial planning, the details can create or destroy your career

October 5, 2014

I've always been a firm believer that success is created and destroyed in the details; it's one of the reasons I thought I would make a good financial planner. While at Virginia Tech, our academic adviser would tell us that advisers wanted their...

Learning how to handle stressed clients

October 5, 2014

In her first 10 weeks in the financial advice profession, Amanda Moore learned that advisers deal with clients at tense moments in their lives. Ms. Moore, 23, a resident in financial planning at Cornerstone Wealth Advisors in Edina, Minn., is...

Pimco-Bill Gross saga continues to pique advisers' interest

October 4, 2014

Advisers continue to eat up each new development in the aftermath of Bill Gross' stunning departure from Pimco, though other big stories also resonated with the InvestmentNews audience this week. A new robo-adviser offering from two financial...

Finding a young adviser for your team

September 28, 2014

Grace Kvantas is a 25-year-old budding financial planner from North Carolina — and she's in high demand. Advisory firms around the country are looking to hire young professionals like her to help them take on some of the increased tasks of...

Advise Millennials. They may save your practice.

September 25, 2014

If there's one thing advisers who work with Millennials share, it might be that their peers think they're crazy. “A lot of people thought we were insane — with the golden age of baby boomers coming, why on earth would you want to work with...

5 lessons learned after one year running a financial planning firm

August 28, 2014

It's hard to believe it, but my financial planning firm, Workable Wealth, officially turns 1 this week! Just 12 months ago, the website went live after months of prep work and paperwork, and the (virtual) doors opened as I welcomed my first...

CFP and ChFC in different leagues, CFP Board says

July 17, 2014

The certified financial planner mark should not be compared to adviser designations like the chartered financial consultant because the latter does not include a code of ethics nor a comprehensive exam, the board that awards the CFP said. Joe...

3 lessons in team building advisers can learn from the San Antonio Spurs

July 3, 2014

The focus of the sporting world has quickly shifted to the World Cup, but I believe there are some valuable takeaways from another recent sporting event: the San Antonio Spurs' dismantling of the Miami Heat in the NBA Finals. The key to the...

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