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The big succession planning questions RIAs need to answer immediately

March 13, 2015

As the saying goes, just when I knew all the answers, they changed all the questions. This is the situation facing the wealth management industry today. Fifteen years ago, all major firms were focused on an aging client population and developing...

Forget personality tests, Edward Jones uses job simulation to assess potential hires

March 13, 2015

Edward Jones has eliminated personality testing as part of its process to find the best financial adviser candidates. Instead, it's finding more success with a 16-step hiring process that includes a “day in the life” simulation. The St....

Goodbye wealth management, hello financial life management

March 10, 2015

Remember when the financial world was really simple? Not that long ago there were brokerage firms, banks, insurance companies and independent financial planners with clearly defined roles and descriptions. How the world has changed. Last year...

Pay models evolve beyond 1% of AUM

March 8, 2015

The fee-only advice industry that emerged as brokers deserted a commission-reliant business model is now evolving, with advisers working out the best way to get compensated for their services. Charging a percentage — usually 1% — of assets...

3 unique roles for advisers on a team

March 8, 2015

There are countless benefits to building a team, yet according to our experience and research, few teams achieve the success they hope to. That can be attributed to a variety of factors. Advisers create teams for several reasons, all of which...

InvestmentNews 40 Under 40 now taking nominations for 2015 awards

March 2, 2015

Before you think InvestmentNews' 40 Under 40 project is just another nomination, award or list, I have news for you: It is more than that. Why, you may ask? Take it from someone who was chosen for the inaugural class last year. In my experience,...

How a uniform client service plan can help a fledgling firm grow

February 27, 2015

Every year, many young and mid-career professionals make the move into the wealth management industry hoping to help individuals and families make the best financial decisions. While wealth management can be an exciting and rewarding field,...

Morgan Stanley's Hunger Games-inspired video they don't want you to see

February 24, 2015

(InvestmentNews' third-party video-hosting service has blocked the video accompanying this story per a request from Morgan Stanley. We are working to have it restored as soon as possible.) There's a grain of truth in every joke, and while a...

Having integrated technology can improve RIAs' businesses

February 20, 2015

Much has been written about how integrated technology can help advisers streamline their practices, position themselves for growth and strengthen client relationships and service. But what does technology integration actually entail? There are...

Top-performing firms invest big in technology — a critical driver of success

February 11, 2015

As we dive into the results of the 2015 InvestmentNews Adviser Technology Study and begin analyzing the data, one of the first steps is to identify the "top performers." By focusing on this group we can gauge how their success, typically defined...

Are your 2015 goals already slipping away?

February 10, 2015

It's hard to believe we're already more than a month into the New Year. How are you doing with your New Year's goals? I've found that one of the biggest obstacles financial advisers face is sticking to their goals for a full 12 months. By February...

Apps for financial advisers to help with time management

February 9, 2015

In a fast-pace world, financial advisers may need a little help with the daily to-do's that keep them away from working with clients or prospecting for new ones. There are apps for that. The tasks that almost every financial adviser has —...

Fidelity's acquisition of eMoney Advisor could be a watershed moment for the advice industry

February 9, 2015

I have written at length about the changing landscape created by robo-advisers and mega direct-to-consumer brands like the fund companies, banks and custodians. And while I don't have a crystal ball, I think the acquisition of eMoney by Fidelity...

What constitutes a niche practice?

February 8, 2015

It is accepted wisdom that finding and focusing on a niche market is a good idea. Executing such a strategy is harder than it sounds, however. And if it isn't difficult, there's a reasonable chance you don't have a real niche strategy but a...

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...

Don't let your business go down in flames like Kodak

February 5, 2015

“You either disrupt your own company or someone else will.” With that quote, Peter Diamandis, an international pioneer in the fields of innovation, incentive competitions, and commercial space, set the crowd abuzz at the TD Ameritrade National...

3 qualities all advisers' outsourcing partners should share

February 4, 2015

I recently participated in a panel on the subject of outsourcing at the Women Adviser Summit hosted by InvestmentNews. Since the event, I've had time to think further about the topic and to discuss it with our panel moderator, Marion Asnes,...

The Super Bowl ending and what you can learn from it

February 3, 2015

I was as dumbfounded as anyone at the end of the game. With a minute left and three timeouts still to use, with the game's best running back (who had just pounded out four yards) in the backfield and one yard to Super Bowl victory, the coach...

10 metrics every RIA should track

February 2, 2015

Every financial adviser should hold themselves accountable to these 10 benchmarks, according to Paul West, managing director of business development for Peak Advisor Alliance at Carson Wealth Management Group, who presented last Friday at the...

Create a marketing calendar to keep your prospect pipeline full

January 27, 2015

Advisers who kick themselves for failing to adequately market their services and blame a lack of time should consider putting a seasoned tool of the marketing profession to work for them. Marketing calendars make efficient use of an adviser's...

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