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Make sure your culture is compelling and built on core values

September 5, 2017

Workplace culture. It's a topic that has quickly become a hot-button issue for small businesses and large corporations alike. So much so, it has become one of those over-used and sometimes loathed buzzwords littering modern-day business discourse....

How financial services firms can help employee caregivers

December 7, 2018

Financial services firms are in the business of caring for customers — resolving issues, addressing multiple needs and providing a high-touch experience. But some of that care and concern should be directed to our own employees, many of whom...

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...

Does money buy happiness?

March 13, 2018

Does money buy happiness? Looking at some of the recent research on this topic suggests that advisers need to understand their client's personality to really know the answer, and most importantly, how to help their clients align their spending...

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...

Head of CFA Institute says financial professionals face 'existential' challenge

June 5, 2017

In an unusual display of self-reflection, the head of the CFA Institute called for his group to help restore public trust in financial professionals by being more honest and open. Speaking to more than 1,600 investment professionals at his group's...

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....

How to access the high-net-worth space

February 7, 2018

As industry pressures intensify for advisers, high-net-worth investors represent a "sweet spot" given their substantial investible wealth, which can provide a great boost to advisers' businesses. However, competition is steep: while 13 percent...

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...

Advisory firms make their mark by running strong businesses

November 24, 2018

InvestmentNews recognized 11 financial advice firms with Best Practices Awards on Nov. 13 at a ceremony in Boston. These firms rank among the top quartile of 385 independent advisory firms that participated in the 2018 InvestmentNews Pricing...

The financial adviser evolution is underway

January 10, 2018

We're in the midst of an adviser revolution. Or, maybe it's better to call it an adviser evolution. While most of us look at the next 12 months with renewed excitement, inspiration and focus, we're also overwhelmed with the opportunity and unforeseen...

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...

Some good news about female recruitment in financial advice

November 17, 2018

Whether promoted from within or hired from outside the firm, each of four core advisory positions tracked in InvestmentNews' benchmarking study has seen an uptick in women entrants. It's recently been reported that women are now better educated...

The new normal of succession planning

November 12, 2018

Advisers across the industry have been encouraged to get their continuity and succession plans in place. By and large, they've heeded the advice. Still, advisers approaching retirement see the same statistics they show their clients about more...

9 pressing issues facing independent advisory firms

September 13, 2016

The 2016 InvestmentNews Financial Performance Study of Advisory Firms – the advice industry’s only independently run benchmarking study– has now been fielded annually for over 20 years. Originally conceived by Mark Tibergian and for a...

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 •...

An open letter to a broken industry

April 28, 2016

Dear financial industry, I grew up in war torn Zimbabwe and dreamed of becoming a financial whiz in the U.S. In the almost 30 years that I have worked in this profession, I have been fortunate beyond words. But I have also watched our once great...

4 secrets on influence we can all learn from Donald Trump and Bernie Sanders

March 3, 2016

The presidential election process in the U.S. is fascinating, especially for a first generation American coming from a dysfunctional country. Seldom has that been truer than this year. The biggest surprise has been the surging popularity of...

The goal-setting process Warren Buffett uses to say 'no' and achieve more

February 4, 2016

Top achievers' thought processes are often the same. I was recently reminded of this when a friend shared a story about how he's been able to achieve consistent double-digit growth every year for the last decade. It all began when I asked him,...

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