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How to offer the ideal hybrid digital adviser

August 27, 2018

The digital era of financial advice is so new that the landscape is still largely uncharted for many firms. While there are some success stories, there isn't really an authoritative road map on how to best implement a digital advice strategy....

Finding the right nudge for your clients

August 27, 2018

"First, never underestimate the power of inertia. Second, that power can be harnessed." —​ Richard H. Thaler, Nobel Laureate, behavioral economist Client perceptions of a financial adviser's service are ultimately determined by how effectively...

Adoption is the new innovation

August 24, 2018

In my last column, I ruminated about the number of fintech products flooding the adviser market and wondered how anyone could evaluate — let alone select — from among the vast array. I shared the poignant slide from Michael Kitces showing...

To delete, or not to delete: That is the social media question

August 23, 2018

Let me be honest. Few things get me more hot under the collar than talk of deleting posts on social media. I've been a social media professional for 11 years now, and if you ask anyone I've worked with you'll likely hear stories of times I've...

Citigroup unveils plan to reverse its declining diversity

August 22, 2018

After years of scant progress on diversity measures, Citigroup Inc. has created hard targets for raising the percentages of women and African Americans in management positions by 2021, according to an internal memo from chief executive Michael...

Client divorce splits advisers' fiduciary duty of loyalty

August 22, 2018

When a client couple divorces, their adviser relationship must change too. What was once a singular fiduciary duty of loyalty splits in two. "Success" in these situations requires the adviser to serve the best interests of the separated clients,...

Understanding client values builds deeper relationships

August 21, 2018

Often when advisers meet with clients or prospects, they spend the majority of the time discussing portfolio construction, risk-adjusted rates of return and other minutiae that make the average person's eyes glaze over. Since technology has...

Secrets Behind Success: For RIAs, having the right talent requires diligence and investing in the future

August 21, 2018

Few business challenges are as persistently difficult as trying to bring the right people into an organization to achieve important goals. The talent challenge extends across industries, economic cycles, international boundaries – and eons...

CFP Board encrypting digital certificates with blockchain technology

August 21, 2018

The Certified Financial Planner Board of Standards Inc. will roll out digital certificates later this year that use blockchain technology to verify financial advisers, according to a newsletter from the group. According to the note from Kevin...

Ladenburg platform to help IBDs with succession planning, acquisitions

August 16, 2018

Ladenburg Thalmann Financial Services has a new suite of services and digital tools to help advisers across its subsidiary broker-dealers with succession, continuity and acquisition planning. The platform is part of an ongoing effort by the...

Bigger isn't always better when it comes to alternative investments

August 13, 2018

In recent years, retail alternative investment products, along with the companies that package them, have come under siege from regulators, investors, the press and even some advisers. None of this is a secret, and, quite frankly, some of the...

Rob Arnott of Research Affiliates cedes CEO title

August 10, 2018

Rob Arnott, founder of smart beta and asset allocation manager Research Affiliates, is relinquishing his CEO duties but remains chairman of the firm, a company spokesman said. Katrina Sherrerd, president and chief operating officer, was named...

Networking plays a key role in helping women advisers advance

August 9, 2018

As our members know, the Financial Services Institute has been highly engaged for many years in the crucial mission of helping women begin and develop successful careers in the financial advice industry, both as advisers and home office executives....

The rise of the female financial adviser

August 8, 2018

Our industry has long lamented the small percentage of female advisers. Indeed, the data show that only around 17% of all advisers are women. But has the time (finally!) come for the rise of the female financial adviser? The Tipping Point We...

5 principles that set apart top-performing advisory firms

August 7, 2018

Independent advisory firms represent $5 trillion in assets under management, and the independent model continues to win considerable market share. According to Schwab Advisor Services' 2018 RIA Benchmarking Study, for firms with over $250 million...

Solidify client relationships in volatile times by overcommunicating

August 6, 2018

After the historically low levels of volatility seen in 2017, many investors became accustomed to a lack of bumps in the market. However, the type of predictability simply has not held true so far in 2018. In the current market environment,...

Time or money: Which is more important?

August 6, 2018

I just returned from an eye-opening family trip to Spain. I met my wife in Madrid more than two decades ago when we were both studying abroad, and while the city might be more modern, the rituals and culture remain remarkably unchanged. I have...

5 actions underrepresented advisers can take to further their careers

August 4, 2018

For June's celebration of Pride Month, I was part of a valuable discussion about the intersection of LGBTQ and fintech. My fellow panelists and I celebrated Pride and gains in diversity and inclusion, and talked about how to be momentum-drivers,...

Why investors should diversify more than just their assets

August 4, 2018

The next generation of investors demands more from their portfolios. While they still expect to generate returns that will fund a home, their children's education and retirement, a growing number also expect their investments to make a difference....

Race is hard to talk about at work — here's how to make it easier

August 4, 2018

I'm Asian-American and grew up in a racially diverse city, but this doesn't mean I've always understood what race was or how to talk about it. During my first career as a public school teacher, the impact of racism, housing segregation and economic...

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