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Don't be fooled by the numbers — the industry is in a dangerously vulnerable state

October 20, 2018

If one were to look at the financial advice industry solely by the numbers, it would look pretty good. Median assets grew a whopping 16.8% last year, while median revenue grew by 11.7%, according to the 2018 InvestmentNews Study of Pricing &...

How to recruit top financial advisers and staff

October 19, 2018

Recruiting new talent at advisory firms is taking on greater importance as the U.S. labor market tightens. The InvestmentNews Adviser Compensation and Staffing Study 2018 Update shows 8% of participant firms had an unfilled professional position...

Unleashing my power with Tony Robbins

October 15, 2018

As an entrepreneur and financial adviser, I have always invested in my education by attending numerous conferences, reading books that promise the magic formula for success, hiring coaches to discover what's holding me back, and working longer...

Financial planning could help advisers retain client assets through a bear market

October 11, 2018

If the current market dip turns into an extended downturn, financial planning could help advisers hold onto clients and assets. According to a new Cerulli Associates report, financial planning taps into deeply emotional and difficult financial...

LeCount Davis celebrated for dedication to adding diversity to financial advice business

October 10, 2018

LeCount R. Davis accepted a lifetime achievement award at InvestmentNews' inaugural Excellence in Diversity & Inclusion awards, which celebrated 26 individuals and firms for their commitment to making the financial advice industry more inclusive....

Why You Needed a Continuity Plan Yesterday

October 4, 2018

When the young advisor received the call that one of his partners had died, he assumed it was the older partner, 35 years his senior. He and his partners had planned for that, purchased life insurance and created agreements for purchasing that...

Jack-of-all-trades client service satisfies none

October 4, 2018

When it comes to client service, there's no such thing as a one-size-fits-all approach. Advisers contending with fee disruption, changing consumer expectations and the management of growth and succession often ask, "Is this the best solution,...

Tips on special-needs planning

September 25, 2018

When Alexandria Nadworny talks about working with clients who are caring for family members with special needs, she starts with the basics. "The language you use is important, which is why you always put the person first," she said. "It's not...

The trillion dollar club: How to be a growth superstar

September 11, 2018

Amazon recently joined Apple in the trillion dollar club, becoming the second American company in history with a market cap surpassing $1 trillion. While Amazon and Apple climb to new highs, it's been fantastic for investors and for the wealth...

Bad things happen to good clients — and your response is critical

September 17, 2018

Life happens. Typically when you least expect it, something happens that's neither anticipated nor welcome. Bad news can arrive from many sources — your father's doctor, your doctor, the police, your spouse. The impact can be devastating,...

How to adapt efficiently to industry trends

September 6, 2018

If there's one skill that an adviser needs today, it's the ability to manage change. Look at some of the many and varied high-level trends that have been grabbing headlines in our trade publications: • Fee compression and transparency •...

Secrets Behind Success: Firms that strategically build capacity are elevating their growth trajectory

August 30, 2018

If you build it, they will come. This familiar phrase may have been adapted from a 30-year-old sports film (Field of Dreams), but it has become the fierce rallying cry for every forward-thinking business person who has dared to invest in staff...

CFP Board encrypting digital certificates with blockchain technology

August 21, 2018

The Certified Financial Planner Board of Standards Inc. will roll out digital certificates later this year that use blockchain technology to verify financial advisers, according to a newsletter from the group. According to the note from Kevin...

Secrets Behind Success: For RIAs, having the right talent requires diligence and investing in the future

August 21, 2018

Few business challenges are as persistently difficult as trying to bring the right people into an organization to achieve important goals. The talent challenge extends across industries, economic cycles, international boundaries – and eons...

Adoption is the new innovation

August 24, 2018

In my last column, I ruminated about the number of fintech products flooding the adviser market and wondered how anyone could evaluate — let alone select — from among the vast array. I shared the poignant slide from Michael Kitces showing...

2 factors will make or break your company, says Charles Koch

June 21, 2018

These last few years, we have seen a new generation of disruptive technology begin to influence our preferences and behavior, from the way we do business to the way we live. Whether you look at advanced artificial intelligence, language-translating...

The rise of the female financial adviser

August 8, 2018

Our industry has long lamented the small percentage of female advisers. Indeed, the data show that only around 17% of all advisers are women. But has the time (finally!) come for the rise of the female financial adviser? The Tipping Point We...

Time or money: Which is more important?

August 6, 2018

I just returned from an eye-opening family trip to Spain. I met my wife in Madrid more than two decades ago when we were both studying abroad, and while the city might be more modern, the rituals and culture remain remarkably unchanged. I have...

Bigger isn't always better when it comes to alternative investments

August 13, 2018

In recent years, retail alternative investment products, along with the companies that package them, have come under siege from regulators, investors, the press and even some advisers. None of this is a secret, and, quite frankly, some of the...

What do we really know about our businesses?

May 17, 2018

My wife makes fun of me all the time for my use of numbers. She says that if I declare my business has reached $1 million, this means we are at $750,000; if I say there are 30 minutes left in a boring trip, that means there are two hours; if...

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