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What 401(k) advisers can learn from a viral social media post

May 8, 2019

Not too long ago I took my wife out to dinner, something I don't do enough. We went to a local place here in Austin. The overall experience was wonderful. When we got the bill, I noticed something a little unusual at the bottom: A separate fee...

Raising the bar on happiness at work

May 7, 2019

Recently, a brief article in the New York Times caught my eye: "A Deceptively Simple Way to Find More Happiness at Work" by Tim Herrera. We all want to be happier at work, right? Alas, there is a reason it is called work. We make a deal to be...

Salesforce has new artificial intelligence tools for advisers

May 7, 2019

Salesforce is making its Einstein artificial intelligence technology more useful for financial advisers. The new Einstein Analytics for Financial Services can predict which clients are most — or least — likely to increase their assets under...

HighTower taps three new executives for senior roles

May 6, 2019

HighTower Advisors said Monday that it had tapped three senior financial services executives to fill marketing and practice management jobs at the firm, which has $48.1 billion in assets and consists of 98 advisory businesses. Abby Salameh,...

Don't let these four data myths hold you back

May 6, 2019

The most successful wealth management firms today continually maximize the value they provide for clients. In many ways, they've embraced forward-thinking technology and business models — think robo-advisers, outsourced investment management...

Q&A: BlackRock and Envestnet executives discuss partnership strategy

May 3, 2019

Nearly six months ago, BlackRock announced plans to spend $122.8 million to buy a 4.9% equity stake in Envestnet. The partnership was built to bring BlackRock's technology — iRetire, FutureAdvisor, Advisor Center and Aladdin — to the thousands...

Learning from the 2019 innovators

May 3, 2019

In mid-April, InvestmentNews hosted its third annual Innovation Summit. I was honored to be the chairman of the event and facilitate a day of sharing, learning and celebrating this year's award winners. On a lovely spring afternoon in New York...

Envestnet shows advisers how its purchases create integrated adviser ecosystem

May 2, 2019

The 2019 Envestnet Advisor Summit was lighter on splashy headlines than previous years, but the fintech giant used the conference to flex its muscles and show how its many moves and acquisitions in recent years are coming together for advisers....

Do you know how to calculate after-tax returns?

May 1, 2019

Focusing on investment taxes all year — not just in April — can make a material difference in successful after-tax outcomes. In my discussions with both advisers and investors, I often see confusion about how to calculate after-tax returns...

4 ways to use digital tools to acquire clients

May 1, 2019

Client relationships are the lifeblood of your business. As technology and consumer expectations evolve, you must ensure you have the right digital tools and approach for a successful client acquisition strategy. Here are four ways to stay engaged...

Advisory firms' value is tied to the market's value

April 30, 2019

If you're an adviser, hopefully you don't recommend that your clients use leverage to juice returns. (Especially not your older clients.) Yet many principals of advisory firms are themselves highly leveraged, and most do nothing about reducing...

Why is basic financial literacy so elusive?

April 30, 2019

Graduation season will soon be upon us, and with it, so many admonitions explaining why students are unprepared for the challenges of the real world. Graduation speeches will discuss the trillions in student-loan debt, why spendthrifts need...

Advisers need to be more personal on social media

April 30, 2019

Financial advisers are being too corporate on social media, according to a new report by Hearsay Systems, a digital marketing technology firm for the financial services industry. Hearsay found advisers at wealth management firms mostly share...

MoneyGuide, eMoney battle for financial planning software crown

April 27, 2019

Once a niche offering with only a handful of practitioners, financial planning is now embraced by even the largest financial institutions. It's a profound change for the brokerage industry, and technology companies like eMoney Advisor are in...

Focus on taxes, compensation turns into tech-industry niche

April 26, 2019

Rebecca Conner has found her niche in the financial planning space. Ms. Conner, founder of SeedSafe Financial in Seattle, is developing a bustling enterprise by blending her accounting background with her proximity to the tech industry and focusing...

Morgan Stanley shakes up wealth unit

April 24, 2019

Morgan Stanley CEO James Gorman shook up leadership of the firm's massive wealth management division, assigning one of its co-heads to focus on bank units offering loans and deposit accounts. The move affects two executives who've been widely...

Find your Fosbury Flop: Innovating on the fundamentals

April 23, 2019

Last week I had the good fortune to spend time with some of the most forward-looking individuals in our industry at InvestmentNews' 2019 Innovation Summit. Joe Duran, chairman of this year's event, encouraged attendees to look for innovation...

Franklin plans to cut up to 5% of workforce

April 23, 2019

Franklin Resources Inc. plans to cut as much as 5% of its workforce to help save at least $75 million as the fund company faces continued outflows. Franklin, the parent of Franklin Templeton Investments, started with voluntary buyout offers...

Wells Fargo annual meeting 'less relevant' amid bank's CEO search

April 22, 2019

Wells Fargo & Co.'s top managers and board members are set to face investors Tuesday, but the bank's conspicuous lack of a CEO has damped expectations that it will say anything new about how to emerge from the shadow of customer-abuse scandals...

What advisers need to know to serve professional athletes

April 19, 2019

Many advisers would love to serve the market of professional athletes. Young, famous men and women earning large sums of money but often lacking much, if any, experience with investing or planning for the long-term? It's a perfect opportunity,...

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