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Even tech-driven practices have tech-averse clients

August 27, 2014

As advisers become more technologically proficient, we need to remember that not all of our clients are keeping up. We make efforts to attract and keep new-generation investors, attempting to compete against robo-advisers. But what about elderly...

9 ways advisers are working with women

August 27, 2014

InvestmentNews’ latest survey of 377 financial advisers on how successful firms are at attracting female advisers and clients had some surprising results. While many firms are still struggling to solve the riddle of how to interest women,...

What to look for when pricing a CRM

August 26, 2014

Salesforce.com sells among the most popular and best-selling customer relationship management software in the financial advice industry, according to research company Gartner Inc. But Salesforce.com's top-of-the line fully integrated sales and...

Connect with clients by being real

August 22, 2014

For many advisory firms, summer is a fantastic time to work on business strategy. Client engagement tends to slow, which provides opportunity to work “on the business” not “in the business.” Last month, I witnessed some very powerful...

Exclusive: TD offers refunds to managed-accounts customers with losses

August 21, 2014

TD Ameritrade Inc.'s retail advisory service this week received a green light from securities regulators to offer a full refund of fees to customers whose investment portfolios decline in value. The brokerage plans to offer the rebate to new...

It’s just a name change, how hard could it be?

August 20, 2014

ING Financial Partners’ 2,500 financial advisers have seven workdays to get ready to take on a new identity. As of Sept. 1, they’ll be Voya Financial advisers and will need new business cards, letterhead and a logo on the door. Adviser will...

Is fear stunting your growth?

August 20, 2014

If you had no fear, would you be running your business and living your life exactly the way you are today? The following chart will help you determine just how much fear rules you. Take a look at the two columns. How many “Fearful” items...

What to do when your cloud crashes

August 19, 2014

Even the cloud isn't crash-proof. That's the message that Monday's outage of some Microsoft Corp. cloud-based services should send to advisers. Many financial advisers are seeking to move their business to the cloud, expecting that storing and...

When tribal knowledge is a threat

August 17, 2014

"Knowledge is good” was the motto of fictional Faber College in the iconic 1978 film “Animal House.” Not even Delta Tau Chi troublemaker John Blutarsky could argue with the simple truth of the Faber motto, although he didn't acquire much...

Organic growth is key to $4.8B firm's success

August 17, 2014

Ballentine Partners is among the fastest-growing RIAs in the country, and it's one of the few that has built its business organically and without relying on institutional clients to juice its assets. In the past four years, the Waltham, Mass.-based...

You don't have to go it alone

August 15, 2014

Whether its client complaints, staff rebellions or the competition turning up the heat, there's nothing better than having a business partner with whom to share the pains. Not having to face all the difficult challenges of running an advisory...

Why separately managed accounts are undergoing a rebirth

August 15, 2014

A class of products that have been around for a long time are undergoing a rebirth: separately managed accounts, or SMAs. The recent sales figures have been impressive. SMA market assets have bounced back to levels last seen before the financial...

Adviser movement heats up the dog days of summer

August 15, 2014

It was a week of departures in the adviser space. LPL Financial saw more high-level turnover as its chief market strategist, Jeffrey Kleintop, heads to the Charles Schwab Corp. Firms' ability to tell when one of their brokers is on the verge...

Advisers still struggle to attract women, IN survey shows

August 15, 2014

Advisers are still struggling to attract women clients because their marketing efforts sometimes fall on deaf ears and their firms don't actively recruit female advisers, according to an InvestmentNews survey released Friday. Nearly a third...

Hedge funds jumping into Puerto Rico muni bonds

August 14, 2014

When your palm reader and your financial adviser give the same advice, it is time to fire one of them. Field testing a cartoonist's jab at financial pros Hedge funds are buying up Puerto Rico muni bonds as mutual fund managers back away. Hedge...

Financial Telesis adviser with $700M bolts to Commonwealth

August 14, 2014

A Financial Telesis Inc. adviser with $700 million in assets under management has bucked LPL Financial's recruiting deal and signed on with Commonwealth Financial Network. Benjamin W. Wong, who runs an eponymous financial planning firm in Pleasanton,...

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...

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...

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,...

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...

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