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Wealthfront deal with 49ers is a big marketing score

August 13, 2014

Wealthfront has built a niche catering to young technology workers often perceived as beyond the reach of financial advisers. Now the online investment management platform is branching out to another group of young workers — professional football...

7 client services that robo-advisers can't provide - Can't touch this

August 13, 2014

With the threat from online financial advice providers looming, advisers need to prove they’re worth the extra cost with human touches. Here are seven things advisers can do for clients that will leave robo-advisers in the dust, according...

Maintaining success in an increasingly competitive industry

August 13, 2014

This is an excerpt from the executive summary of the 2014 InvestmentNews Financial Performance Study of Advisory Firms. To preorder the full study (available in September), click here. The independent advisory industry is in a golden age, growing...

How will LPL's new tech platform measure up against the competition?

August 13, 2014

LPL has announced its new ClientWorks technology platform offering with great fanfare. According to LPL Financial president Robert Moore, "Advisers will be able to run their practices more efficiently than before, through improved client management,...

Ready to engage robo-shields. Make it so.

August 13, 2014

Financial planners who fear losing clients in the future to online investment advice platforms should be taking certain business management steps today, according to a new white paper by the Fox Financial Planning Network. Online investment...

Rethinking succession planning by putting clients first

August 13, 2014

When it comes to succession planning, we are seeing positive changes in the advice profession. According to our research, more firms have written succession plans than in years past, and importantly, more firms are focused on how thoughtful...

Advisers arming themselves against cyberattacks

August 12, 2014

Financial advisers are changing their systems and procedures to protect clients and their own firms from the rising incidence of cybersecurity breaches. Advisers are taking such steps as verifying money requests, being more careful about passwords,...

Larry Roth: Defining the next 10 years for independent broker-dealers

August 12, 2014

When the independent advice business began to gain serious traction more than two decades ago, it was supported by the growth of independent broker-dealers bringing together like-minded advisers who could focus on serving clients with a true...

6 books that changed Joe Duran's life

August 11, 2014

As we approach the final languid days of summer I thought I'd share some of the books that helped open my eyes, gave me hope and changed my life for the better. I've listed them in the order I read them and how they shaped my perspective on...

What role should advisers play in protecting clients from Internet fraud?

August 11, 2014

As financial advisers, what role can and should we play in helping our clients avoid Internet fraud? Certainly we must safeguard our internal structures so that private client information is not exposed to unintended parties, meaning we must...

Brokers' own accounts tip off firms to a move

August 11, 2014

Brokerage firms may be monitoring their brokers' investment accounts for signs that a broker is about to jump ship. Firms have long monitored brokers' personal trading accounts for signs of suspicious trading activity. But certain behaviors...

Ready for prime time: Advisers get into launching their own video series

August 11, 2014

As adviser David B. Armstrong tells it, he really got into making movies after he produced a video a couple of years ago to talk about his firm, his military experience and his dog. The video acts as an introduction to Mr. Armstrong, a managing...

Prospect's no is a step closer to yes

August 10, 2014

Prospecting is key to adviser success. It's fundamental. Building a book of business is not easy and very few advisers will say they have either enough clients or enough of the right clients — so they're always interested in new prospects,...

CFP Board: Talking tough but acting soft

August 10, 2014

Slowly, but surely, the Certified Financial Planner Board of Standards Inc. is backing itself into a corner. In its bid to assert a higher moral authority over the financial advice industry by requiring that its more than 70,000 certificants...

3 questions advisers should ask themselves before buying new technology

August 8, 2014

You hear it everywhere. Technology is evolving rapidly and to stay ahead you must jump in or your business will stumble. It's true that technology available for advisers today can make an incredible difference in their businesses — from creating...

CFP Board tightens grip on who can use 'candidate' designation

August 8, 2014

The organization that grants the certified financial planner credential is restricting the way people trying to obtain the mark can describe themselves. V. Raymond Ferrara, chairman of the Certified Financial Planner Board of Standards Inc.,...

Why more graduates aren't sitting for the CFP mark

August 8, 2014

The CFP Board of Standards Inc. is digging around to try and figure out why many financial planning program graduates don't go on to attain the certified financial planner mark. Early results are telling. A recent study showed that 69%, or 351...

Why advisers need to recalibrate their services for female clients

August 7, 2014

It only takes a cursory glance at the phenomenon surrounding women and their wealth to realize that the landscape is shifting, irreversibly, in a direction that will have a significant impact on financial advisers. Research and statistics highlight...

How savvy financial advisers work with successful women

August 7, 2014

Women currently control more than $11 trillion in investable assets and counting. Many predict that women will own two-thirds of the nation's wealth by 2030. A compelling body of recent research shows that executive women are one of the most...

Weighing the pros, cons and costs of virtual desktops

August 7, 2014

Buttonwood Financial Advisors is a registered investment adviser with three employees, $61 million in assets under management, 105 clients and little interest in hiring an information technology staff dedicated to supporting the firm's increasingly...

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