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Tips on special-needs planning

September 25, 2018

When Alexandria Nadworny talks about working with clients who are caring for family members with special needs, she starts with the basics. "The language you use is important, which is why you always put the person first," she said. "It's not...

What advisers get wrong about investors

September 24, 2018

Investors are a diverse group — much more so than standard tropes might suggest — and this diversity has big implications for financial advisers, ranging from how they search for clients to the financial recommendations they make, according...

Shlomo Benartzi to chair Acorns behavioral economics committee

September 21, 2018

Shlomo Benartzi, a well-known behavioral economist and professor at UCLA Anderson School of Management, is joining Acorns, a digital advice startup best known for its micro-investing service, to head a new project to build products that help...

Five social media cybersecurity updates you can address now

September 20, 2018

As the social media guy here at InvestmentNews, one of my jobs is to read everything that's going on the website and then decide what to promote and how best to do it. Back in July, we wrote a story titled "Cybersecurity remains top RIA compliance...

Wells Fargo plans to cut staff up to 10% within next three years

September 20, 2018

Wells Fargo & Co. plans to trim its workforce by about 5% to 10% within the next three years as CEO Tim Sloan works to pull the bank clear of a series of customer-abuse scandals and prop up a lagging stock price. The bank had 265,000 employees...

Why advisers should market philanthropic giving to entrepreneurs

September 19, 2018

Financial advisers who want to attract and retain entrepreneurial prospects and clients might want to start conversations on philanthropic giving. In a new study, Fidelity Charitable found that business owners are more likely than others to...

Bad things happen to good clients — and your response is critical

September 17, 2018

Life happens. Typically when you least expect it, something happens that's neither anticipated nor welcome. Bad news can arrive from many sources — your father's doctor, your doctor, the police, your spouse. The impact can be devastating,...

Advisers drawing in clients with charitable approach

September 17, 2018

Financial advisers need to broaden their approach to marketing and embrace new business development ideas if they want to grow, and incorporating philanthropy is one tactic that many advisers are finding success with, according to a practice...

Better together? Why not all advisory teams are meant to go independent

September 17, 2018

For advisers who yearn for independence, going independent on their own can seem like the perfect solution. Advisers are attracted by the flexibility of the registered investment adviser model and the ability to serve their clients in a conflict-free...

Salesforce expects CRM to boost cross-channel referrals

September 17, 2018

Salesforce's latest update to Financial Services Cloud, the version of its client relationship management technology tailored to wealth managers, introduced new features, analytics and integrations that the company said will bridge the gaps...

Betterment clients can now buy one-time access to human financial advisers

September 12, 2018

Betterment is making its team of human financial advisers more accessible to clients with smaller accounts. The digital advice platform now offers "advice packages" to investors looking for one-time guidance for a flat fee. Any investor can...

Hurricane Florence will test limits of adviser contingency plans

September 12, 2018

As Hurricane Florence bears down on a large swath of the southeastern United States, financial advisers are heading for shelter and appreciating the increasingly virtual nature of the financial services industry. Jason Carroll, chief executive...

The trillion dollar club: How to be a growth superstar

September 11, 2018

Amazon recently joined Apple in the trillion dollar club, becoming the second American company in history with a market cap surpassing $1 trillion. While Amazon and Apple climb to new highs, it's been fantastic for investors and for the wealth...

Ask the Ethicist: How should an adviser deal with a paranoid older woman?

September 10, 2018

Question: I am a financial planner with a small practice. I do not manage money. I do not sell any investment or insurance products. I charge hourly and flat fees for my services. I serve my clients by offering unbiased and unconflicted advice...

The struggle is real: Why our profession needs next-gen talent now

September 10, 2018

The ground is shifting beneath our feet. The problem is, we look down to see the ground cracking while remaining completely oblivious to what's overhead: A new atmosphere. A changed environment. An unrecognizable future. The financial services...

How to adapt efficiently to industry trends

September 6, 2018

If there's one skill that an adviser needs today, it's the ability to manage change. Look at some of the many and varied high-level trends that have been grabbing headlines in our trade publications: • Fee compression and transparency •...

With history as a guide, September puts advisers on notice

September 4, 2018

With summer technically over, the financial markets roll into the dreaded month of September, which leads up to the contentious midterm election season that has financial advisers paying extra-close attention to client portfolios. "I'm not worried,...

Are schools adequately preparing next-gen advisers?

September 1, 2018

Eric Schaefer's client was all ears when he laid out a new financial plan for him. Then the client's eagerness to implement the plan suddenly morphed into dejection. "I literally have no time to do any of this," the client said. Mr. Schaefer,...

Secrets Behind Success: Firms that strategically build capacity are elevating their growth trajectory

August 30, 2018

If you build it, they will come. This familiar phrase may have been adapted from a 30-year-old sports film (Field of Dreams), but it has become the fierce rallying cry for every forward-thinking business person who has dared to invest in staff...

Equity index put writing: A strategy for uncertain markets

August 28, 2018

With the post-crisis market recovery now in its tenth year and equity indexes near all-time highs, investors understandably may be thinking that no bull market can charge ahead forever. We are now in a period in which market conditions are increasingly...

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