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An insider's view of the inaugural Icons and Innovators luncheon

April 12, 2017

I was honored and grateful to attend the inaugural InvestmentNews Icons and Innovators awards luncheon on April 3 as both a participant and an honoree. I have to confess I felt like the lightweight in the room. The awards luncheon, which took...

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...

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...

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...

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,...

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...

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...

Let the journey begin

March 4, 2015

As the debate regarding holding brokers to a fiduciary standard was once more thrust into the sphere of public consciousness last week, via President Obama's address to the AARP, and the financial advisory industry lit up with commentary from...

7 essential leadership traits for 2016

December 28, 2015

If you've ever seen the movie “Apollo 13,” you may recall the scene when the aeronautical engineers are instructed to meet in a board room. A person comes in with a box of parts, and dumps the pieces on the boardroom table. The leader of...

Benchmark Your Productivity and Profitability

September 26, 2014

When it comes to increasing your firm's profitability, gauging productivity is a good place to start. To find out how to begin benchmarking effectiveness in your firm, listen to Joni Youngwirth, managing principal of practice management at Commonwealth...

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...

5 ways to achieve better results through partnerships

May 20, 2014

When I started in financial services over 28 years ago, most firms hired financial advisers — who were then referred to as “brokers” or “insurance agents”, even “special agents” at Northwestern Mutual — based upon autonomy: The...

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....

Confronting capacity

May 3, 2014

InvestmentNews Custom Media sits down with Paul Blease, head of OppenheimerFunds' CEO Advisor Institute, to discuss key takeaways from the first season of Practice Makeover. This content is made possible by OppenheimerFunds; it is not written...

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