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Firms advance culture that supports differences

October 17, 2019

At its second annual Excellence in Diversity & Inclusion Awards event, InvestmentNews recognized financial advice industry firms that are advancing diversity and inclusion within their own firms and around the profession. [More: The Excellence...

Zero-fee trading was a warning shot. Asset management is next

October 18, 2019

Over the last few weeks, we've seen broker after broker abolish its commission trading fees. Interactive Brokers was the first to reach the zero-fee finish line and the rest have followed suit, with Charles Schwab's move triggering action by...

What your retiree clients care about and why you should too.

October 22, 2019

Most retirement strategies are focused on accumulating enough money for retirement or "closing the gap" between savings and funds ultimately needed. But what if that is not a client's top priority? Understanding a client’s money mindset can...

Cerulli finds only 7% of advisers at right scale to do portfolio construction themselves

October 17, 2019

While 62% of advisors and 55% of all practices rely on their own investment research and portfolio construction, Boston-based research firm Cerulli Associates believes that only 7% of those advisory practices are at an optimal scale to perform...

Saying goodbye to Jud Bergman

October 21, 2019

On Oct. 16, Jud Bergman was memorialized in his hometown of Chicago. He and his loving wife Mary lost their lives when their taxi was struck by an impaired driver on the Bay Bridge in San Francisco. Almost everybody in wealth management has...

Don't dismiss clients' woes just because they're rich

October 3, 2019

Editor's note: This is the first contribution from a new columnist, Sarah Newcomb, who will be writing every other month on behavioral finance. Jeff Bezos caught some heat recently when he asked that people stop referring to him and his peers...

Should you fire a middling employee?

October 1, 2019

If you were a general manager trying to build a championship sports team, would you intentionally stock your roster with mediocre players? No way. You'd never stop searching for the best people you could find. I've had hundreds of employees,...

Don't fear millennials

September 18, 2019

Here's something to think about: Some estimates peg the cumulative student debt in the U.S. at $1.5 trillion — second only to mortgage debt — with the average college graduate starting their working lives $25,000–$30,000 in the hole. No...

Why advisers should eliminate the B word

August 21, 2019

In our professional and private lives, our days seemed to be filled with the question, "How are you?" Colleagues, family, friends — we're all asking each other this auto-pilot inquiry. And many of us respond with a robotic, "Oh, I'm good …...

Revenue multiples don't tell the story of your firm's value

August 13, 2019

Most small business owners have no idea what their businesses are worth. Many turn to financial planners to determine the value of their most crucial asset. But if you ask a registered investment adviser about the value of his or her practice,...

The No. 1 thing holding advisers back from success

September 9, 2019

For newer advisers, one of the biggest hurdles I see out there is a lack of self-confidence. And that's a problem, because if you lack confidence in your ability to deliver, your client will, too. That's right, success and self-confidence have...

The path to success? It's all about client relationships

September 5, 2019

How long did it take to become the skilled financial adviser you are today? Would you say about as long as you've been in practice? That answer sounds right to me. As an established and experienced adviser, I bet your advisory acumen has improved...

Closing the gap between perception and reality in financial planning

September 19, 2019

The rumored multiples paid for the recent purchases of financial planning firms like MoneyGuidePro and Advizr — 25 times revenue — have been eye-popping. Envestnet reportedly spent over $500 million for MGP, while Orion paid $50 million...

Why is adviser compensation flat?

September 5, 2019

Adviser compensation is not growing with the same exuberance as it has in the past. Prior to 2017, adviser wage growth exceeded 5% per year and reached as high as 8% in 2016. Over the past two years, however, average compensation to advisers...

Gut check your digital leadership toolbox

September 19, 2019

Being a true digital leader requires more than a wardrobe change FinTech leaders have disrupted more than just the role of technology in the advice industry. Every company leader wants to be with these new cool kids. I counted just three ties...

5 ways to achieve healthy innovation as an adviser

July 23, 2019

Amid all of the trappings of running a business, how do I find time to innovate? What if I'm just not the creative type? These are questions you'll find many business owners asking themselves in this new era of business where terms like agile,...

It's time for leadership, not just innovation

August 27, 2019

A tired bull market and the demographic age wave are converging on the advice industry. The implications demand much of leaders whose skills may be rusty — or outdated. Humans have a tendency to think short term. Nobel laureate Daniel Kahneman...

Investment management outsourcing delivers greater client-service impact

September 12, 2019

In today's ever-evolving marketplace, financial advisers' businesses are growth and scale challenged. They face a fine balancing act as they look to engage new clients, while continuing to support and manage existing investor accounts — without...

Improving client satisfaction with successful communication

September 4, 2019

Working with a financial adviser provides enormous benefits to clients, helping them efficiently manage their money, grow their savings and achieve their financial goals. While each client may have different needs and expectations, they all...

What RIAs should learn from Uber and Lyft

August 15, 2019

A recent New York Times article called Uber and Lyft two of "the largest and most anticipated … companies to have gone public this year," but in the same breath declared that "they were also the biggest flops," as "both were racking up huge...

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