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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...

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...

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...

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...

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...

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...

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...

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....

To master technology, hire the next gen and listen to them

June 27, 2014

To have a sustainable business, advisers must reach out to younger generations, both as clients and employees. But there is a huge generation gap brought on by the age of technology. Recognizing that gap is the first step in building a bridge....

Tech training at the top of the to-do list at many RIAs

June 27, 2014

Sunit Bhalla, principal of OakTree Financial Planning in Fort Collins, Colo., took an advanced webinar Wednesday from Redtail Technology Inc. to sharpen his skills on the firm's customer relationship management system and learn about new product...

Time to take a fresh look at how much you charge clients

June 26, 2014

Should there be a pricing paradigm change in private wealth management? The model for delivering advice in the private wealth space has seen tremendous change this century. The expansion in the independent channels has been quite acute, with...

As gay rights expand, so does the need for financial advice

June 26, 2014

Legal support of equal rights and benefits for same-sex couples has exploded since the landmark Supreme Court ruling a year ago today that found the Defense of Marriage Act to be unconstitutional. Just yesterday, a federal appeals court struck...

Variety of networks key to success for women in advisory business

June 26, 2014

For women who want to succeed in financial services, the keys lie in the networks they create. That message was shared by many of the successful female speakers at the InvestmentNews and Investment Program Association's Women's Forum in New...

An eye on college graduates ready to make a splash in the advice business

June 26, 2014

On June 30, InvestmentNews will feature the stories of six recent college graduates entering the financial planning profession — and we'll follow them through their first year in the business. Several, but not all, of the participants in this...

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