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Financial advisers shouldn't have to stress over health insurance

July 22, 2019

Many of the headlines concerning America's health insurance woes focus on the fraught status of the Affordable Care Act and the ongoing battle among lawmakers about what to do with it. To be sure, whatever your opinion of the current law, it's...

Dearth of young advisers who can meet participant needs

July 20, 2019

The cliché that problems are just opportunities in disguise is rarely true. But sometimes they can be. And sometimes they can solve really big problems. For example, there are tens of millions of defined contribution participants in need of...

New CEO of InvestmentNews announced

July 18, 2019

Christine Shaw has been named chief executive of InvestmentNews, the leading source of news, analysis and information for the financial advisory community. She succeeds Suzanne Siracuse, who announced her resignation earlier this week. Ms. Shaw...

How do advisers estimate a client's longevity?

July 18, 2019

Estimating how long a client will live is an inherently challenging, yet critical task for financial advisers. Lifespan is at the heart of every financial plan, and a misstep could mean the difference between clients' financial security and...

What to copy from Personal Capital's client experience

July 17, 2019

The rise of robo-advisers like Betterment and Wealthfront lit a fire under traditional advice firms to start modernizing their technologies to improve the client experience. Personal Capital may not be the largest of such firms but it's the...

Carson Group names leaders for adviser and consumer operations

July 17, 2019

The Carson Group has elevated two executives to serve as co-presidents, with one heading the firm's adviser-oriented efforts and the other its consumer-oriented business. (More:​ InvestmentNews 40 Under 40 2019: Aaron Schaben) Aaron Schaben,...

Making the future of financial advice as effortless as Uber will be no easy ride

July 16, 2019

What does the future of financial advice look like? For many industry leaders, it's making financial planning and investment management as easy as shopping on Amazon, ordering a ride on Uber or streaming a movie on Netflix. But getting there...

InvestmentNews CEO and publisher Suzanne Siracuse resigns

July 16, 2019

Suzanne Siracuse, the CEO and publisher of InvestmentNews, announced her resignation, effective Aug. 16. Ms. Siracuse helped launch InvestmentNews, the leading source of news, analysis and information to the financial advisory community, in...

Ritholtz Wealth launches Betterment-powered robo advice platform

July 15, 2019

Ritholtz Wealth Management is relaunching its digital advice product, Liftoff, using Betterment for Advisors. For Betterment, which typically keeps details about its for-advisers product close to the vest, it's a big get — if not in terms...

Branding tips for financial advisers looking to grow

July 15, 2019

Financial advisers who seek to develop a growing and sustainable business should be deliberate about creating brands that resonate with the type of clients they're aiming to attract, industry experts said. "It's incredibly important that financial...

Texting your clients? Read this first

July 15, 2019

Are you texting your clients? Do clients text you? Are you sure you know the answers to these questions when it comes to your staff? If you haven't added texting as a component of your firm's communications mix, perhaps it's because you believe...

Orion Advisor Services acquires Advizr financial planning

July 11, 2019

As Orion Advisor Services continues expanding beyond its origin of portfolio accounting software and towards a full adviser technology hub, the company has acquired financial planning company Advizr. Beginning next month, advisers using Orion...

Your people are the secret ingredient for great tech. Don't leave them behind

July 11, 2019

Running in the 2018 Boston Marathon was an incredible experience for me, not only as a personal accomplishment, but as an opportunity to run with a mentor and friend to support a great cause in the Foundation for Financial Planning. But while...

To convert or not to convert portfolio reporting technology

July 10, 2019

One of the more important business decisions underpinning a successful advisory practice is the selection of a portfolio reporting platform. If the decision isn't properly researched, a platform that doesn't meet expectations could prove to...

What the end of iTunes teaches us about winning new clients

July 9, 2019

When Apple launched iTunes 18 years ago, it rapidly became a category killer, reshaping music sales and demolishing compact discs, music retailers and the music libraries that many of us had collected. Yet now the once-domineering music pioneer...

When clients survive a mass shooting

July 9, 2019

A spray of bullets. A chorus of screams. Blaring sirens. Another mass shooting. This scenario is becoming all too familiar, with gunmen taking lives in workplaces, churches, and schools across the country. Increasingly, advisers have clients...

Adviser opportunities in the gig economy

July 9, 2019

Some industry experts expect consumers will increasingly earn income from nontraditional, un-salaried jobs and believe advisers stand to benefit from this so-called "gig economy." As Fidelity Labs vice president Kim Langway recently explained...

What advisers need to know about working with student loan debt

July 9, 2019

The issue of student debt isn't going away. Congress has introduced multiple bills addressing student loans, and early leaders in the Democratic primary race have made student debt a campaign cornerstone. It's also an increasing part of how...

Build wealth by investing in your advisory business

July 9, 2019

Most financial advisers do a poor job with their own financial planning. You'd think that financial advisers who spend their careers advising clients would wise up and learn that one of the best ways to build real wealth is to create a great...

A higher standard of client care

July 8, 2019

The financial services profession is about more than just numbers. It's about helping people navigate life's complexities. Financial advisers serve an important role as their clients prepare for milestones. So it's no surprise that the client-adviser...

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