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Don't be fooled by the numbers — the industry is in a dangerously vulnerable state

October 20, 2018

If one were to look at the financial advice industry solely by the numbers, it would look pretty good. Median assets grew a whopping 16.8% last year, while median revenue grew by 11.7%, according to the 2018 InvestmentNews Study of Pricing &...

How to recruit top financial advisers and staff

October 19, 2018

Recruiting new talent at advisory firms is taking on greater importance as the U.S. labor market tightens. The InvestmentNews Adviser Compensation and Staffing Study 2018 Update shows 8% of participant firms had an unfilled professional position...

Paul Allen's $26 billion estate could take years to unravel

October 18, 2018

Paul Allen's family office will live long and prosper. The billionaire's vast holdings at Vulcan Inc. -- with real estate, art, sports teams and venture capital stakes -- would take years to unravel, if that's even what he wanted. Mr. Allen,...

Unleashing my power with Tony Robbins

October 15, 2018

As an entrepreneur and financial adviser, I have always invested in my education by attending numerous conferences, reading books that promise the magic formula for success, hiring coaches to discover what's holding me back, and working longer...

Making younger clients a top priority — but not the only priority

October 15, 2018

When it comes to serving younger clients, financial advisory firms tend either to dabble in it with whatever leftover resources they have or take a whole-hog approach through something like the XY Planning Network. But that wasn't going to cut...

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...

Financial planning could help advisers retain client assets through a bear market

October 11, 2018

If the current market dip turns into an extended downturn, financial planning could help advisers hold onto clients and assets. According to a new Cerulli Associates report, financial planning taps into deeply emotional and difficult financial...

FOMO, social media driving millennials' investing decisions

October 10, 2018

Millennials' use of social media is helping drive their investment decisions, according to Fabrizio Campelli, Deutsche Bank's global head of wealth management. They have a "fear of missing out" (FOMO) as they're more "networked and exposed"...

LeCount Davis celebrated for dedication to adding diversity to financial advice business

October 10, 2018

LeCount R. Davis accepted a lifetime achievement award at InvestmentNews' inaugural Excellence in Diversity & Inclusion awards, which celebrated 26 individuals and firms for their commitment to making the financial advice industry more inclusive....

RIA revenue growth on the rise, but smart firms are prepared for it all

October 10, 2018

If this year's Adviser Benchmarking Study had a tagline, it would be “the best defense is a good offense.” The InvestmentNews 2018 Pricing & Profitability Study, sponsored by BNY Mellon's Pershing, paints a positive picture for the advisory...

What financial advisers can learn from Starbucks, Apple and SoulCycle

October 9, 2018

People don't go to Starbucks for the coffee. Why do so many people choose Starbucks? It's not for the coffee — it's for the experience. Starbucks has created an entire brand identity around delivering a rewarding experience for customers....

LPL Retirement Partners hires new chief

October 8, 2018

LPL Financial has selected Bryan Hodgens to head up its retirement plan adviser unit, marking the second time in a little over a year that the nation's largest independent broker-dealer has seen a shake-up in the executive ranks at LPL Retirement...

Highest-paying jobs at advisory firms

October 5, 2018

Independent advice firms have been great places to work in recent years as salaries increased across the board. The latest InvestmentNews survey data show that trend continued in 2017, with lead advisers showing a particularly strong compensation...

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,...

Why You Needed a Continuity Plan Yesterday

October 4, 2018

When the young advisor received the call that one of his partners had died, he assumed it was the older partner, 35 years his senior. He and his partners had planned for that, purchased life insurance and created agreements for purchasing that...

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...

New State Street tool helps advisers determine if clients want ESG investing

October 2, 2018

State Street Global Advisors has a new digital tool that gauges a client's potential interest in environmental, social and governance investment strategies. The asset manager hopes its Values Discovery Tool will address what it says is a gap...

An adviser's guide to Medicare open enrollment

September 28, 2018

If you are younger than 65, you probably wonder what all the fuss is about as you're bombarded with television ads for Medicare Advantage and prescription drug plans each fall. As a financial adviser, you should view the annual Medicare open...

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