Results for "next gen investors"

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Why well-designed technology is more powerful than investor education

January 30, 2015

I used to live in London, where taxi drivers have to learn The Knowledge, a comprehensive test to gauge their familiarity with London's streets. It means that as a rider, you can guarantee that your black-cab driver knows where he or she is...

Younger generations going all in with 401(k) contributions

January 29, 2015

The average account totals might be slight, but the pace of 401(k) plan contributions has never been higher. Gen Y and Gen X participants are setting the pace As REIT performance carries over from a strong 2014, investors will want to know a...

Build trust with clients through clear communication and transparency

January 26, 2015

Some of the most successful, honest and reputable advisers I've interviewed over the years have cited that what makes them different is that they — unlike less scrupulous advisers — actually do what they claim and truly have their clients'...

Independent broker-dealers take aim at the next generation of clients

January 18, 2015

It's a new year, but independent broker-dealers are looking far beyond 2015 as they manage both ongoing challenges and emerging opportunities in their industry. InvestmentNews recently hosted a roundtable of IBD industry leaders to discuss the...

U.S. economy reclaims post as global growth engine

January 12, 2015

The latest data show the U.S. economy can once again be described as the global growth engine. No word on how long it might take the Federal Reserve to recognize such data as significant enough to trigger an interest rate hike. The U.S. economy...

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;...

5 wealth and estate planning lessons from Grumpy Cat - Lessons for handling sudden wealth, via Grumpy Cat

December 12, 2014

Internet star Grumpy Cat may not be quite as wealthy as everyone thought, but she does make a great case for financial and estate planning in light of a sudden windfall. The frowny feline, a two-year-old cat named Tardar Sauce, recently made...

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...

The most valuable thing an adviser can do for clients in 2015

December 10, 2014

As we head into 2015, advisers will have myriad opportunities to read industry pundits' prognostications on what to expect in the coming year. Unfortunately, my own crystal ball is in the shop, so instead I'll offer some context that I hope...

Don't ignore estate planning for millennial clients

December 3, 2014

The cobbler's children go unshod, and the estate planning reporter has no estate plan. Though estate planning has been a fun part of my coverage at InvestmentNews for about a year, I've always envisioned it as an esoteric practice for moneyed,...

Fidelity Institutional weighs own robo offering

December 2, 2014

Fidelity Institutional is rapidly expanding its robo-adviser offerings and may even one day launch its own automated advice platform. The second-largest custodian to registered investment advisers, Fidelity said Tuesday it will begin offering...

Some advisers moving to mobile payment systems to bill clients

November 25, 2014

More Americans every day are using mobile payment systems to pay for cab rides, online purchases and their favorite drinks at Starbucks. With online payments reaching $235 billion last year and projected by research firm Gartner to hit $720...

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...

Tony Robbins' 7 steps to financial freedom - The path to financial freedom

November 16, 2014

Bestselling author, entrepreneur, and philanthropist Tony Robbins offers key methods for achieving financial freedom in his new book, Money Master the Game: 7 Simple Steps to Financial Freedom. Here are his 7 strategies for successfully achieving...

Charles Schwab's robo-adviser ups the pressure on adviser fee structures

November 3, 2014

When both the Twitter-sphere and mainstream business media start blowing up with news of an industry behemoth like Charles Schwab embracing digital advisory services, you know it is not a typical week in adviser-land. Make no mistake about it....

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...

4 ways automation technology is changing the way RIAs invest

October 31, 2014

Investors are consuming information everywhere—through mobile devices, laptops, or on TV—and the news has no shortage of urgent headlines and sound bites to draw their attention to money and the markets. I probably don't have to tell you...

Robo-advisers say they aren't worried about Schwab

October 29, 2014

The nation's largest online financial advice providers are shrugging off news that Charles Schwab & Co. will be launching its own free online advice platform, even as market analysts wonder if the move could spell trouble for the young companies....

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...

4 mistakes advisers make with Millennial women

October 22, 2014

Working with Millennial clients has become a hot topic within our industry in recent years and months. How to market/not market, how to invest/save, communication preferences, goals and the big question — “Why even bother?” Whether you...

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