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Ritholtz Wealth launches Betterment-powered robo advice platform

July 15, 2019

Ritholtz Wealth Management is relaunching its digital advice product, Liftoff, using Betterment for Advisors. For Betterment, which typically keeps details about its for-advisers product close to the vest, it's a big get — if not in terms...

Texting your clients? Read this first

July 15, 2019

Are you texting your clients? Do clients text you? Are you sure you know the answers to these questions when it comes to your staff? If you haven't added texting as a component of your firm's communications mix, perhaps it's because you believe...

Branding tips for financial advisers looking to grow

July 15, 2019

Financial advisers who seek to develop a growing and sustainable business should be deliberate about creating brands that resonate with the type of clients they're aiming to attract, industry experts said. "It's incredibly important that financial...

Orion Advisor Services acquires Advizr financial planning

July 11, 2019

As Orion Advisor Services continues expanding beyond its origin of portfolio accounting software and towards a full adviser technology hub, the company has acquired financial planning company Advizr. Beginning next month, advisers using Orion...

Ariel Investments promotes Mellody Hobson to co-CEO

July 11, 2019

Ariel Investments, the nation's largest African-American-owned asset management firm, has expanded the role of company president Mellody Hobson by promoting her to co-chief executive officer. The $13 billion Chicago-based money manager, which...

Retirement has become the lynchpin of complete advisory practices

July 11, 2019

Few advisers started their careers focused on defined-contribution plans like 401(k)s. Most DC practices grew from either wealth management or employee benefits firms leveraging relationships to cross-sell DC plans. But that is changing, with...

Your people are the secret ingredient for great tech. Don't leave them behind

July 11, 2019

Running in the 2018 Boston Marathon was an incredible experience for me, not only as a personal accomplishment, but as an opportunity to run with a mentor and friend to support a great cause in the Foundation for Financial Planning. But while...

To convert or not to convert portfolio reporting technology

July 10, 2019

One of the more important business decisions underpinning a successful advisory practice is the selection of a portfolio reporting platform. If the decision isn't properly researched, a platform that doesn't meet expectations could prove to...

Adviser opportunities in the gig economy

July 9, 2019

Some industry experts expect consumers will increasingly earn income from nontraditional, un-salaried jobs and believe advisers stand to benefit from this so-called "gig economy." As Fidelity Labs vice president Kim Langway recently explained...

When clients survive a mass shooting

July 9, 2019

A spray of bullets. A chorus of screams. Blaring sirens. Another mass shooting. This scenario is becoming all too familiar, with gunmen taking lives in workplaces, churches, and schools across the country. Increasingly, advisers have clients...

What the end of iTunes teaches us about winning new clients

July 9, 2019

When Apple launched iTunes 18 years ago, it rapidly became a category killer, reshaping music sales and demolishing compact discs, music retailers and the music libraries that many of us had collected. Yet now the once-domineering music pioneer...

What advisers need to know about working with student loan debt

July 9, 2019

The issue of student debt isn't going away. Congress has introduced multiple bills addressing student loans, and early leaders in the Democratic primary race have made student debt a campaign cornerstone. It's also an increasing part of how...

Build wealth by investing in your advisory business

July 9, 2019

Most financial advisers do a poor job with their own financial planning. You'd think that financial advisers who spend their careers advising clients would wise up and learn that one of the best ways to build real wealth is to create a great...

A higher standard of client care

July 8, 2019

The financial services profession is about more than just numbers. It's about helping people navigate life's complexities. Financial advisers serve an important role as their clients prepare for milestones. So it's no surprise that the client-adviser...

Client longevity is advisers' top retirement planning concern

July 8, 2019

Individuals who pay for financial advice generally are feeling positive about their ability to prepare for their post-working days. Nearly all (87%) feel "knowledgeable and educated when it comes to planning for retirement," and most (80%) believe...

Millennial women and finances: Study yields surprising results

July 6, 2019

If any generation would have strong feminist tendencies, it would seem to be the millennials. They grew up seeing women gain power and influence. But when it comes to managing their family's investments and planning for their financial future,...

How employee stock ownership becomes a succession plan

July 3, 2019

As succession strategies go, the employee stock ownership plan might be the ultimate twofer. For Joe Reeves and Ron Butt, co-founders of Louisville, Kent.-based ARGI, the pursuit of a viable succession plan for their $2.6 billion financial planning...

Client onboarding becomes even more of an advice firm challenge after mergers

July 3, 2019

As chief technology officer at my firm, probably the biggest challenge I face is the technological onboarding of sometimes massive numbers of new clients. Even at 26 years old, our advisory firm is still growing, having acquired or partnered...

The perils of do-it-yourself IRA transactions

July 2, 2019

Do you have clients who are do-it-yourselfers? While consulting YouTube for tips on a minor home improvement project may work out just fine, DIY can create serious problems when it comes to moving retirement funds. The tax laws are particularly...

6 best practices for running your firm

July 2, 2019

In the past, the small business owner could get by without being an active CEO. But those days are long gone! Today, you must wear many hats (or hire others to wear them) — including HR manager, marketer and CFO — to keep your firm healthy...

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