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Junxure CRM finally comes out of the workshop and into the cloud

July 9, 2014

The long-delayed release of Junxure Inc.'s cloud-based version of its customer relationship management system was finally announced on Wednesday. The question now is whether advisers will pay for a service already available from Redtail and...

Adviser Dan Joss departs FJY Financial

July 9, 2014

FJY Financial co-founder and chief operating officer Dan Joss has split from the well-known Northern Virginia advisory firm and joined Covenant Wealth Advisors, based in Williamsburg, Va. Mr. Joss, Marjorie Fox and Jon Yankee started the firm...

Does increased technology usage boost advisers' bottom lines?

July 9, 2014

This is an excerpt from the 2013 InvestmentNews Technology Study. We have identified a group of advisory firms that use — and rely on — technology more than other firms, and after analyzing their financial performance to measure the impact...

Making your office paperless is the way to go

July 8, 2014

I love having a paperless office. At first, I was skeptical: Was it too ambitious to try to be totally paperless? Would we sacrifice efficiency? Could everything be documented without keeping any physical files? It took only a couple of years...

Adviser lessons from Dr. Dre: Long-term greedy vs. short-term greedy

July 8, 2014

Even if you aren't a fan of his music, how can you not be impressed by Andre “Dr. Dre” Young, the intrepid rapper and impresario who helped build and sell the headphone and music streaming service Beats Electronics to Apple Inc. recently?...

Steward hits $1 billion in recruited assets with new $315 million team

July 8, 2014

Just over a year after its founding, a Raymond James-backed roll-up firm has recruited advisers with more than $1 billion in assets under management after recently adding an ex-Morgan Stanley duo. Steward Partners Global Advisory, which was...

Be a robo-adviser, the human way

July 8, 2014

It's not hard to see why robo-advisers are generating so much buzz: They purport to use powerful technology to deliver what they call tailored investment recommendations at a fraction of the cost of traditional investment managers. That's a...

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...

The top apps being embraced by NextGen advisers

July 3, 2014

What an Elite Group of Younger Advisers Has to Say from Advisor Perspectives. I recently served as a facilitator for the annual NexGen conference, this year held on the campus of Augustana University in Moline, Ill., where I was able to gain...

Wells Fargo hires UBS team in Texas

July 3, 2014

Wells Fargo Advisors has hired Robert “Bob” Higley and Robert “Bob” Gardner III from UBS Financial. They managed a combined $300 million in assets and had $2.5 million in production. More: See all of Wells Fargo's 2014 adviser additions...

11 summer must-reads for advisers - 1. Mindful Money for Wealth and Well-Being

July 3, 2014

Title: Mindful Money for Wealth and Well-Being: Help Clients Strike a Balance in Financial Planning By: Susan Zimmerman Description: Author Susan Zimmerman is a chartered financial consultant and licensed marriage and family therapist. This...

Job growth accelerates, pushing unemployment rate to a six-year low

July 3, 2014

Today's Breakfast with Benjamin by Trevor Hunnicutt U.S. job growth accelerated in June, pushing the unemployment rate to a six-year low of 6.1%.U.S. job growth surges, unemployment rate falls to 6.1 percent. U.S. Federal Reserve Chair Janet...

Even decades of legal protection don't create diversity

July 3, 2014

Fifty years after the Civil Rights Act mandated equality under the law, the ethnic diversity of the nation's financial advisory business pales in comparison to the demographics of the population. About 64% of Americans are white, according to...

Now is the time for advisers to embrace social media

July 2, 2014

Fear of running afoul of regulators continues to dampen adviser participation in social media. Obstacles remain in place for advisers who want to use social media as a means of developing their voice online, establishing their brand, driving...

Cybersecurity hottest topic in compliance, survey finds

July 2, 2014

Cybersecurity has been on everyone's radar this past year, and it certainly showed in the 2014 Investment Management Compliance Testing Survey. While last year, only 14% of respondents in the survey identified cybersecurity as a hot topic, that...

Envestnet to acquire Placemark Holdings

July 1, 2014

Envestnet, a provider of technology and services to investment advisers, is aiming to ramp up its market presence in the unified managed accounts market with the acquisition of Placemark Holdings. Envestnet sealed the deal to buy Placemark —...

The rise of the young firm owner

June 30, 2014

As I walk into the room of the NexGen Gathering at Augustana College, I'm greeted with familiar faces. This is my fourth year attending this unique conference geared toward financial planners under age 36. I recognize about half of the 60 participants...

Tackling the challenge of relocating

June 29, 2014

If anyone asked me four years ago, “Kelly, where do you see yourself after you graduate from William Paterson University?” my answer would be very far from the reality of where I am today. Today, I am an associate financial planner at FJY...

Summer of change comes with anxiety, excitement

June 29, 2014

This summer will involve a considerable amount of change. I will graduate, get married and start my new job at NorthWest Financial — all in a couple of months. These changes do come with some anxiety, but they also come with great excitement....

Transitioning from student to employee poses challenges

June 29, 2014

As a recent graduate, I am really looking forward to beginning the next chapter of my life. College was an absolutely fantastic time, but I am truly excited to move on. Juggling work with classes made me feel as though I couldn't dedicate my...

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