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What does a Goldman-owned United Capital mean for advisers?

May 14, 2019

Joe Duran's long-rumored search for additional investment in United Capital Financial Partners seems to be concluding with a sale to Goldman Sachs Group. There are still a lot of questions surrounding the deal's specifics and what it means for...

You need $2.3 million to be considered wealthy in America

May 13, 2019

Rich is relative. Merely having a net worth of $1 million, it seems, doesn't mean you're wealthy. In Charles Schwab's annual Modern Wealth Survey, the amount people said it took to be considered rich averaged out to $2.3 million. That, the company...

Financial firms must attract millennial advisers to serve new generation of clients

May 13, 2019

Millennials may not earn as much as their parents, but they are expected to receive an influx of wealth as baby boomers begin to transfer their assets. In fact, over the next 30 to 40 years, millennials in North America will inherit more than...

Carson Group advisers will soon be able to offer clients banking accounts

May 10, 2019

Carson Group announced several new products and services at its annual Excell conference, including a mobile-only banking service that advisers can offer clients. Through a partnership with financial technology firm Galileo, the 108 firms supported...

Only 13% of adult children would use parents' adviser: Cerulli

May 9, 2019

Here's a sobering statistic for advisers who believe they will serve the adult children of aging clients — only 13% of affluent investors report that they choose to work with that adviser, according to new research from Cerulli Associates....

Softer side of wealth management will prevail in the future

May 9, 2019

The future of financial planning is leaning toward the softer side of wealth management, according to a panel of industry executives speaking Thursday at the Carson Excell conference in Chicago. "The kinds of people who are great at developing...

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...

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...

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...

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...

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