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Advising Olympians is a test of mettle

February 9, 2014

Like many Americans, financial advisers are tuning in to the Winter Olympics, but some are paying closer attention than others. That is because some advisers have skin in the game, so to speak: clients who are competing in this year's Olympiad....

Adhesion Wealth adds behavioral finance tools to investment plans

February 7, 2014

Adhesion Wealth Advisor Solutions is incorporating behavioral finance into its investment tools to help advisers communicate performance and other updates in a way that protects investors from themselves. The firm is rewriting the questionnaire...

Advisers star in 'Practice Makeover' video series

February 7, 2014

I'll never forget when Matt Ackermann, digital editor at Investment News, pitched me on his concept for an advisory practice makeover series. It was such an outside-the-box concept that I couldn't help but be intrigued. “Why do practice management...

Lessons advisers can learn from Olympians

February 7, 2014

I'm an avid sports fan, and I enjoy playing sports myself and watching live events. But the Olympics are different and I find myself recording and watching events that I know nothing about and thoroughly enjoying each and every athlete's story...

Aren't Millennials afraid of the market?

February 6, 2014

Yes, I work with Gen Y. And no, they don't come to me risk-averse and afraid of the stock market. Lately, it seems that every few weeks a report comes out addressing how conservative Millennials and Gen Yers are and listing a range of reasons...

New CFP Board chairman stands firm on fee-only definition, sets goals for group's growth

February 6, 2014

The new chairman of the Certified Financial Planner Board of Standards Inc. doesn't intend to change how the organization identifies a fee-only planner. “At this point, we think our rules are clear and we have the definitions that are in place,”...

Kitces, Wealthfront trade punches over online tax-loss-harvesting feature

February 6, 2014

The nuances of tax strategy became the latest battleground in the debate over the place of computer-aided financial planning. Michael Kitces, a blogger and researcher, published a blog post early Wednesday criticizing a paper on tax loss harvesting...

Finra board set to reconsider BrokerCheck website link

February 6, 2014

Finra next week plans to revive a proposal that would require brokers to include a link on their website and other online communications leading investors to their profile on BrokerCheck, a database which contains information about their disciplinary...

Workflows: The Key Ingredient to a Sustainable & Sellable Business

February 5, 2014

As client relationships become more complex, successful firms are embracing smarter ways to manage them. Among the most important shifts we've seen in the financial advisor marketplace is the growing emphasis on advisor-centric solutions that...

Three LinkedIn best practices

February 5, 2014

Think you don't have enough time for social media? Or are just you not sure how to use it to achieve your business goals? LinkedIn doesn't have to be complicated; what it comes down to is understanding the three best practices that allow you...

Wirehouse breakaway market seen thawing

February 5, 2014

Until last month, Timothy B. Kneen and Clayton E. Hartman were locked in what some might consider a textbook example of “golden handcuffs.” The longtime brokers still owed their employer, UBS Wealth Management Americas Inc., forgivable loans...

Advisers differ on whether in-house investment management is a plus

February 5, 2014

To pick stocks or hire others to pick — that was the question that recently divided two successful financial advisers who were sharing business secrets with the profession. The ongoing debate among advisory firms about whether the asset management...

Advisers need younger clients, but aren't reaching out: Survey

February 4, 2014

Despite recognizing that wooing younger clients is vital to the longevity of their businesses, most advisers aren't making any effort to do so. Six in 10 advisory firms don't have any strategy in place to court younger clients, according to...

Tool to evaluate rate of return vs. benchmark to be unveiled

February 4, 2014

A new software tool that helps advisers learn quickly whether a fund's rate of return meets a client's performance expectations relative to a benchmark will be launched next week at the T3 Technology Tools for Today adviser conference in Anaheim,...

Industry group launches latest TV commercial to build CFP brand

February 3, 2014

It came one day after the Super Bowl advertising blitz, but the CFP Board hopes that a “reality” TV spot it launched Monday will help convince consumers to turn to a certified financial planner for advice. The Certified Financial Planner...

One-third of advisers plan to exit business within a decade

February 3, 2014

More than one-third of U.S. financial advisers are planning to leave the business over the next 10 years, according to Cerulli Associates Inc. Cerulli highlights that statistic in the first-quarter issue of The Cerulli Edge, Advisor Edition,...

Wealth manager thrives on 'do it yourself' culture

February 2, 2014

There is no shortage of software products that developers market as the “solution” to financial advisers' every conceivable need. But adviser Kenneth R. Smith said firms often have to accommodate themselves to those products' limitations....

A new financial planning frontier for same-sex marriage

February 2, 2014

Choosing color schemes and centerpieces aren't the only things on Susan Owens' to-do list as she prepares to get married May 23. She and her partner, Laura Medvitz, are revamping their finances in a world where their marriage will now receive...

Helping clients in times of grief

January 31, 2014

When a client loses someone — especially a spouse — they are left with many complex burdens. Not only do they have to cope with their own grief, but there are financial and social responsibilities that need to be addressed. While helping...

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