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'Clients of the future' will want financial advice, but not how it's delivered today

July 25, 2014

In a recent InvestmentNews Research survey, we set out to identify the expectations of younger investors — the “client of the future” — as well as their adviser counterparts. The goal was to capture how the demands for and delivery of...

Schwab preps robo offering

July 25, 2014

Charles Schwab Corp. is kicking the tires on an online advice offering, the firm's chief executive, Walt Bettinger, said Friday, teasing it as a platform that would be “groundbreaking” for the firm. “We are fast at work on what we believe...

Tips for finding the dirt during due diligence on funds, managers

July 25, 2014

Just as one is rarely too rich or too thin, a due diligence program can almost never be too thorough. Advisers who can describe an exhaustive process of researching the people and firms they recommend their clients invest with stand to gain...

6 lessons traditional advisers can learn from robos

July 25, 2014

Many questions have been raised by traditional financial advisers about their robo-peers. Any time a digital investment adviser hits the headlines, somewhere on social media you can be sure someone is wondering aloud about robo-advisors' business...

How to deal with 'rotten apple' employees

July 24, 2014

People issues are invariably the hardest part of running a company. Great people build energy within a company and propel it to great heights. Bad people can spread their bad habits and infect the good folks. Typically, people are hired for...

A recruiting war for recruiters

July 24, 2014

Amid the typical competition for top adviser talent, there has been another recruiting war unfolding this year over the recruiters who can get those advisers in the door. As firms look to expand their wealth management business and newer players...

4 skills that help advisers function like CEOs

July 24, 2014

As a financial adviser leading a team or small firm, your responsibilities are often like those of a CEO leading a company. Thinking like a CEO requires busy advisers to tackle several managerial issues along with with their responsibilities...

Robo-advisers prepare for market downturns by offering more sophisticated services

July 24, 2014

Automated online investment advisers are coming of age, and as these so-called “robo-advisers” grow in sophistication, they're gathering more assets, diversifying their businesses and in some cases adding a more human touch, a new study...

Betting on your business, the best odds in the house

July 23, 2014

Imagine you just stepped off a plane into the hot desert air of Las Vegas. As you drive down the Strip, you can already feel the excitement and anticipation growing. After checking into your hotel, you decide to try your luck at the slot machines....

Finalists for Community Leadership Awards announced by Invest in Others and InvestmentNews

July 23, 2014

The Invest in Others Charitable Foundation and InvestmentNews have announced the finalists for the eighth annual Community Leadership Awards. The awards recognize the philanthropic work financial advisers perform in their communities and around...

Advisers need to be nurturers when helping a woman through life changes

July 23, 2014

Getting money from a transition, whether in good or bad circumstances, can be traumatic for a woman and mean extra work for her financial adviser — financially and personally. In the “Women & Investing” webcast Tuesday, moderated by InvestmentNews...

The way you think about contingency planning is about to change

July 23, 2014

Let's face it, drafting a contingency plan that allows your practice to go on without you isn't fun — or easy. If it were, more than 20% of financial advisers might actually have an executable contingency in place. On July 28, the way you...

Systematizing these processes will help your firm grow

July 22, 2014

Financial advisers are finding that systematizing certain processes and procedures creates efficiencies that can boost profitability and help their firms grow. Advisers who create detailed steps and systems that are followed by everyone at the...

5 ways to improve your tech evaluation process

July 18, 2014

Without careful planning, your technology can become more of a “ball and chain” than a means of growing your practice. Before you know it, you'll have several very different applications, a web of data passing between systems and a list...

Wearable devices edge into the adviser space

July 17, 2014

Wearables are getting the buzz in the technology market lately, so it makes sense that a Silicon Valley-based online investment platform should be one of the first firms in the advisory world to integrate its mobile application on wearable tech...

CFP and ChFC in different leagues, CFP Board says

July 17, 2014

The certified financial planner mark should not be compared to adviser designations like the chartered financial consultant because the latter does not include a code of ethics nor a comprehensive exam, the board that awards the CFP said. Joe...

7 services that clients value most

July 17, 2014

In a recent InvestmentNews research survey, which will be the basis of our upcoming “Business Model of the Future” report, we reached out to both advisers and investors with sets of questions aimed at discovering what tomorrow’s clients...

8 ways to reach the next level of client segmentation

July 17, 2014

Most coaching and consulting companies will tell you that one of the first things you need to do is look at who your clients are from an AUM/GDC perspective. Then you need to segment them: platinum, diamond, gold, A, A plus, B, C, D, or whatever...

Merrill Lynch team with $592M in assets moves to LPL

July 17, 2014

A team of six Merrill Lynch Wealth Management financial advisers, now known as IHT Wealth Management, has joined LPL's broker-dealer and hybrid RIA platform in downtown Chicago. The six advisers — Steven Dudash, Alex Papadopoulos, Orlando...

You are about to lose a client when …

July 16, 2014

Clients who are unhappy with their financial adviser and are considering a move rarely spell out their discontent. But noticing some early warning signs — like clients who stop their regular calls or aren't following investment recommendations...

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