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Planning potholes and banana peels

February 4, 2019

I once worked with a terrific wirehouse adviser based in Southeast Florida who suffered from serial honesty. Even in the heady bull market of the 1990s, he insisted on plotting retirement income strategies according to the 4% rule. This was...

Hit the reset button on your social media

January 31, 2019

A solid plan and strategy are the key to every social media success. I wish I had a dollar for every time someone told me that they measure social media successes by things going viral. That's such a misnomer. I also think people feel smarter...

5 ways to attract top talent to your RIA firm

January 30, 2019

One of the tightest labor markets in history, combined with the extraordinary growth of the independent advice industry, has created a fiercely competitive environment for attracting talent. Nearly three-quarters (73%) of independent firms planned...

RIA firm sales could hinge on succession planning, study finds

January 30, 2019

RIA principals selling their business may get less than top dollar if they don't develop a succession plan. That's the key finding of a survey of 162 registered investment advisory firms of all sizes conducted by Franklin Templeton Investments....

Social media video trends for advisers

January 29, 2019

For as long as I've worked with financial advisers (a decade this year), it seems that people have been predicting that video will become the predominant form of marketing communication. This year, I think that prediction finally comes true....

The innovation challenge: What's holding you back?

January 28, 2019

We all know that we are living in one of the most disruptive times in history. Which also means that this is a dream time for innovation and reinvention. Never has there been a more rewarding period for businesses in any industry to reimagine...

Furloughed government employees pulling money from Betterment accounts

January 25, 2019

The shutdown of the U.S. government may be over, at least temporarily, but it already has taken a toll on financial plans and goals of federal workers. As the shutdown stretched beyond a month, digital adviser Betterment noticed a number of...

Advisers see more clients seeking second opinions

January 23, 2019

In the latest sign that financial planning is gaining professional status, clients are increasingly seeking second opinions. Some advisers attribute the trend to clients' growing awareness of fiduciary duty, while others say it comes with market...

5 New Year's resolutions for advisers

January 18, 2019

A new year has begun and most of us have the same goals: Add new clients. Make more money. Become more efficient. But these are not the same as resolutions. According to the Oxford English Dictionary, a resolution is "a firm decision to do or...

Fintech isn't just for kids

January 17, 2019

Financial advice firms need to embrace digital technology to reach next-gen investors and attract young advisers, but that doesn't mean fintech is just for kids. Existing technology vendors and startups are recognizing an opportunity to innovate...

International investments bring a unique twist — foreign taxes

January 17, 2019

Allocating part of an investment portfolio to non-U.S. stocks may be a good diversification tool, but it can also create unwelcome tax headaches. In particular, your clients may find themselves having to navigate the unfamiliar land of foreign...

Your competition is cashing in on your clients. Stop them!

January 16, 2019

According to a recent InvestmentNews survey, 45.3% of advisers plan to increase allocations to cash in 2019. This comes as no surprise. Given the recent market volatility and rising short-term rates, cash is dominating the media as the shiny...

Now you can use Apple Pay to transfer money into TD Ameritrade brokerage accounts

January 16, 2019

Retail investors can now fund TD Ameritrade brokerage accounts using Apple Pay, a first among U.S.-based financial services firms. With a simple text message on an iPhone or iPad, investors can deposit up to $10,000 per day from a debit card...

Helping clients overcome emotional biases

January 16, 2019

Last year marked the 10-year anniversary of the financial crisis and the resulting Great Recession. Advisers who were in the business a decade ago remember emotional and panicked calls from clients wanting to exit the market, fearful they might...

6 ways advisers can make 2019 their 'prove it' year

January 15, 2019

Looking back, I feel as though 2018 was the advisory industry's first real year of momentous consolidation. We saw the beginnings of billion-dollar mergers (think Edelman and Financial Engines), broker-dealer acquisitions,​ IPOs, fintech buyouts...

Boomers still loom large in the future — but don't count millennials out

January 11, 2019

To hear some people talk, the Great Millennial Wealth Transfer has already happened, and woe betide any firm or tech provider that hasn't committed to a full-court press to attract staff and clients in their 20s and 30s. It's true that we should...

Let's redeploy veterans to save our industry from an impending shortage of advisers

January 10, 2019

During the holiday season, we tend to see a higher than usual number of uniformed military personnel enjoying time with their families in public. What we don't see are the massive numbers of military veterans who no longer wear the uniform but...

5 things female breadwinners need from their financial adviser

January 10, 2019

Nearly half of mothers (42%) are sole or primary breadwinners for their families, bringing in at least half of the earnings, according to data from 2015. Another quarter (22.4%) were co-breadwinners, bringing home 25% to 49% of earnings. In...

Alexa von Tobel seeks $200 million for new venture capital fund

January 9, 2019

Alexa von Tobel is seeking $200 million to launch a new venture capital fund called Inspired Capital Partners, according to a Form D filed Wednesday with the Securities and Exchange Commission. The filing comes just a few days after Ms. von...

Amplifying female advisers' strengths to drive growth

January 7, 2019

In order to help female professionals build rewarding careers in the financial advice industry, leaders in our space should understand that the model for success for female advisers looks different in some key ways from what we have seen before....

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