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Why I left a traditional RIA for a robo-adviser

May 30, 2014

Before I moved to FutureAdvisor, I was working for a registered investment adviser with $50 billion in assets under management, expanding their high-net-worth business globally. I received rigorous training, mentorship and great opportunities...

Online advisers target the best and brightest new hires

May 30, 2014

When online investment manager FutureAdvisor announced earlier this month it had raised $15.5 million in venture capital from Canvas Venture Fund, the startup said a large portion of that money would go toward new hires. And they aren't the...

For Millennials, 'life stops when the iPhone dies'

May 30, 2014

Referring to the very rich of the Gilded Age, F. Scott Fitzgerald wrote, “They are different from you and me.” Likewise, the Millennials and Gen X are different from their baby boomer predecessors. As a tail-end member of the boomer generation...

Morningstar in $52.5 million deal for online financial service HelloWallet

May 30, 2014

Morningstar Inc. announced Thursday it will acquire online financial wellness provider HelloWallet Holdings Inc. in a $52.5 million deal. Despite the price tag, the transaction will cost Morningstar $39 million because the independent investment...

15 fastest-growing fee-only RIAs - Fee-only RIAs on the rise

May 28, 2014

Market conditions and a broader industry shift, with more and more advisory firms going independent, have caused the fee-only registered investment adviser (RIA) universe to expand at a rate of 11% per year. Among the top 100 firms – RIA giants...

Wells Fargo breakaways join Focus firm

May 27, 2014

Focus Financial Partners has backed another breakaway deal, this time involving two former Wells Fargo & Co. advisers who managed about $400 million in client assets. In Focus' 12th deal so far this year, advisers Joseph Zappia and Ted Garofola...

HighTower Network adds $300 million Merrill team

May 27, 2014

HighTower Advisors has snapped up a former Bank of America Merrill Lynch duo who previously managed about $300 million in client assets. Veteran advisers Jason Ezzell and Alec Fisher joined as a HighTower franchise in Roseville, Calif. They...

Firms line up to donate software to college financial planning programs

May 27, 2014

As technology assumes a larger place in the advisory industry, software companies are clamoring to donate their products to financial planning programs in universities across the country. Texas Tech University, for example, now receives more...

How advisers bounce back from bankruptcy

May 27, 2014

Advisers aren't immune to the financial strains that lead more than a million Americans to file for personal bankruptcy every year, though they may face some extra professional challenges after such a step. “Financial professionals have to...

Be prepared for coming Alzheimer's crisis

May 25, 2014

Every 67 seconds, someone in the United States develops Alzheimer's. That means by the time most of you finish reading this editorial, almost 4 Americans will set foot on a path that ends in death for more than 500,000 people a year, making...

Older investors turn to the web to manage assets

May 25, 2014

Young people are self-directed investors who use online technology to get financial advice. People over 50 are tech-illiterate old-timers who require face-to-face meetings with human advisers. Or so the myth goes. The reality is more complicated....

Time is money: Quantifying the value of working hours

May 23, 2014

It's not a regulation, but it's no less inviolate a rule: your income will be completely dependent on where you and your team spend your 1,920 work hours a year. In a service business, time really is money. The allocation of work time is the...

12 rules that govern all investor behavior - Deciphering investors' behavior

May 22, 2014

As I have traveled around the country meeting with advisers and their clients, I’ve noticed a palpable “antsiness” among investors of all stripes. Most have the sense that valuations are steep, that things have been too good for too long...

Allison Couch rejoining the AIG Advisor Group

May 22, 2014

Allison Couch, the former managing director of wealth management for Cetera Financial Group, will join the AIG Advisor Group next month in the newly created role of executive vice president for national sales. She will report to Erica McGinnis,...

Let clients take the wheel

May 21, 2014

Advisers using collaborative planning techniques are finding that their clients are more engaged in the process and are more committed to the decisions they make in pursuit of their goals. The practice even has led some clients to discuss certain...

7 ways to break out of a slump

May 21, 2014

Many advisers suffer from a slow period of business now and again. Dr. Richard Peterson of MarketPsych shared seven steps advisers can take to help pull themselves out of a funk at the Raymond James Financial Services national conference in...

Advisers support CFP Board scrutiny of compensation definitions but still worry about fee-only labels

May 21, 2014

Investment advisers support a move this week by the Certified Financial Planner Board of Standards Inc. to ensure that advisers are accurately describing their compensation on its website, but they continue to have concerns about pay definitions....

5 ways to achieve better results through partnerships

May 20, 2014

When I started in financial services over 28 years ago, most firms hired financial advisers — who were then referred to as “brokers” or “insurance agents”, even “special agents” at Northwestern Mutual — based upon autonomy: The...

Get more out of your press release (yes, press release) with video

May 19, 2014

Press releases may seem boring and old-fashioned — and really should have no place being discussed in a technology blog. But press releases play an important role in today's digital marketing strategy. In years past, press releases could be...

Advisers are like doctors: Meir Statman

May 19, 2014

Advisers should think of themselves as financial physicians, a role that requires them to pay attention to both the wealth and the overall financial well-being of clients, behavioral finance guru Meir Statman told advisers on the final day of...

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