Displaying 209 results
Sheryl Garrett changed an industry when she set out to serve clients by the hour
The 2019 InvestmentNews icon describes why she fought to make objective advice available to all Americans, despite being…
Treading a fine line with clients when politics comes up
Advisers try to stay neutral and focus on portfolios, but it's not always possible in highly charged times.
You’d better increase your service offerings, or else find partners who can help
The days of charging 100 basis points for asset allocation and an annual portfolio review are over
Learning how to instill confidence in clients
Women are less likely to take action until they feel nearly 100% confident.
2 financial principles that show whether clients are ready to invest
There are a couple of requirements clients should meet before they start picking stocks.
4 ways to help clients control their digital afterlife
A new law helps people determine what happens to their digital assets after they die, but the law's provisions only apply if they take specific action
Don’t dismiss clients’ woes just because they’re rich
Public hatred of the wealthy is one of the last bastions of acceptable prejudice
Don’t dismiss clients’ woes just because they’re rich
Public hatred of the wealthy is one of the last bastions of acceptable prejudice
Investment management outsourcing delivers greater client-service impact
Outsourcing investor management helps advisers to deliver a stronger, more holistic service.
How do advisers estimate a client’s longevity?
With Americans living till their 70s and 80s, retirement planning has given way to longevity financial planning. Find out what that involves and how advisers can help their clients prepare
When clients survive a mass shooting
Advisers working with survivors should focus on more than just the financial and legal aspects of their situation
4 ways to use digital tools to acquire clients
As technology and consumer expectations evolve, you must ensure you have the right digital tools and approach for a successful client acquisition strategy. Here are four ways to stay engaged with prospects.
How to achieve a client-centric practice
Advisers can deliver unparalleled value by delivering solid financial advice in a trusted human relationship through a highly personalized experience
Communicating with clients in tough times
Clients seem to be fairly calm about this bout of market volatility, but it's still important for advisers to speak with them directly.
5 ways to start the ‘purpose’ conversation with clients
Help clients understand that retirement is about more than money.
Orion, Advicent give advisers more control over client reports
Latest updates make it easier for firms to customize reports to exact specifications.
Finding the right nudge for your clients
Advisers are using insights from behavioral economics and social psychology to steer people's decisions in a direction that should benefit them.
With money on their minds, Generation Z is ready to invest
This generation is in the best position to invest in stocks because of their youth
When your client dies, who gets their airline miles?
Now that a new law provides executors with access to digital assets, estate planning needs to include such assets
With ‘McDonald’s’ style menu, clients decide what they’re willing to pay for
The more services they want, the more they pay — and vice versa.
