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Outsourcing is route to greater growth, Fidelity study finds

February 26, 2019

Outsourcing key functions — including investment management, information technology and legal and compliance — is the route to greater growth, say advisory firms who outsource, according to a new study by Fidelity. Nearly half (43%) of the...

Thinking about selling your firm? 5 ways to prepare

February 13, 2019

Without a doubt, 2018 was a big year for M&A in the independent wealth management industry, and robust activity is expected to continue this year. Fidelity recently gathered nearly 40 leaders from across the industry at our fourth annual M&A...

How continuing disruption drives sustained success

February 11, 2019

In the modern business world, sustainable company success depends on continual disruption. I learned this nearly 20 years ago as a young entrepreneur attending the Schwab Impact conference, where the keynote speaker, Guy Kawasaki, opened my...

How to choose good tech, rather than costly and complex tech

February 21, 2019

Your success as an independent adviser depends on a unique blend of financial expertise, relationship management and business acumen. Good technology can enhance each of those skills, but as we all know, the best offerings can be expensive....

Envestnet shows advisers how its purchases create integrated adviser ecosystem

May 2, 2019

The 2019 Envestnet Advisor Summit was lighter on splashy headlines than previous years, but the fintech giant used the conference to flex its muscles and show how its many moves and acquisitions in recent years are coming together for advisers....

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....

Salesforce has new artificial intelligence tools for advisers

May 7, 2019

Salesforce is making its Einstein artificial intelligence technology more useful for financial advisers. The new Einstein Analytics for Financial Services can predict which clients are most — or least — likely to increase their assets under...

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...

Communicating with clients in tough times

February 5, 2019

2008 wasn't that long ago. Back then, baby-boomer clients were 44 to 62 years old. Today, they're 55 to 73 years old. And they still make up the majority of most advisers' clients and assets. But even though the demographics and net worth of...

Find your Fosbury Flop: Innovating on the fundamentals

April 23, 2019

Last week I had the good fortune to spend time with some of the most forward-looking individuals in our industry at InvestmentNews' 2019 Innovation Summit. Joe Duran, chairman of this year's event, encouraged attendees to look for innovation...

'Ozark' series presents financial advice business in a negative light

August 2, 2017

Financial advisers who have become frustrated with negative portrayals of the profession from the entertainment industry will not be happy with the Netflix series "Ozark." The 10-episode series, released July 21, features fictional character...

What we can learn from Amazon's acquisition of Whole Foods

July 17, 2017

For the past 20 years, organic food grocer Whole Foods has rethought the way consumers shop for groceries and brought the farmers' market to neighborhoods all over the country. While pricey, it succeeded in a crowded sector, and grew in a small...

What advisers have to do when clients lie

July 7, 2017

Call it what you please: fibbing, shading the truth, creating a false impression, withholding, omitting or telling deliberate out-and-out whoppers. Misstatements clients make to their planners run the gamut from mere oversights to intentional...

Let's redeploy veterans to save our industry from an impending shortage of advisers

January 10, 2019

During the holiday season, we tend to see a higher than usual number of uniformed military personnel enjoying time with their families in public. What we don't see are the massive numbers of military veterans who no longer wear the uniform but...

5 things female breadwinners need from their financial adviser

January 10, 2019

Nearly half of mothers (42%) are sole or primary breadwinners for their families, bringing in at least half of the earnings, according to data from 2015. Another quarter (22.4%) were co-breadwinners, bringing home 25% to 49% of earnings. In...

3 ways to improve adviser technology

April 16, 2019

While technology helps with practice efficiency and profitability, advisers acknowledge that clients are the prime beneficiaries of technology improvements. In Oranj's 2018 research report, Digital DNA 2.0, advisers say improved client-facing...

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...

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...

Boomers still loom large in the future — but don't count millennials out

January 11, 2019

To hear some people talk, the Great Millennial Wealth Transfer has already happened, and woe betide any firm or tech provider that hasn't committed to a full-court press to attract staff and clients in their 20s and 30s. It's true that we should...

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...

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