Displaying 391 results
Controlling the controllables
Veronica Karas, advisor at Captrust, explains why financial planning comes first.
Latino roots at heart of financial planner’s message
Childhood experiences still resonate for Louis Barajas who set out to ‘change the world’ in his community.
‘Ask good questions, be quiet, and listen’
Specific life goals are the key for clients, says financial planner.
Shining a spotlight on financial well-being
Advisors say January is the perfect time to check in with clients about their financial health and goals.
Integrated Partners reports milestone year, with $3B in assets added in 2023
The firm also launched an insurance division and made its first acquisition.
How having kids can make clients richer
Raising children is fulfilling in its own right, but it can also lead to improved financial behaviors.
Consumers like these wealth apps best, J.D. Power says
On the surface, there isn't much difference, but results people get from planning services can vary wildly.
Advice-only planning exposes what’s wrong with asset-based fee models
The planning industry won't truly distinguish itself from the old-fashioned brokerage industry until it stops linking fees to investment portfolios.
Providing financial advice to adult entertainers is this adviser’s mission
Lindsey Swanson leverages search engine optimization and 'in your face' messaging to develop an advisory niche among the 'stigmatized' world of adult entertainers.
Free planning apps drive down cost for advice in 2022
Millions of consumers are already creating free financial plans right from their mobile phones, meaning the ability to create customized plans may become commodified.
Thoughts on the purpose and value of financial advisers
As technology-driven competitors emerge, advisers need to keep in very close contact with their clients.
JPMorgan buys college financial-planning platform Frank
The platform offers a streamlined financial aid application process as well as online courses. The bank said the acquisition will help it build relationships with college students.
American Express returns to financial planning
The company unveiled a new tool, called My Financial Plan, that is certainly akin to the work done by financial advisers, but is stressing publicly that it is not eying an avenue back into the wealth management business.
Rescuing baby boomers’ retirements
Given their limited savings, current low interest rates and the ongoing rise in prices and out-of-pocket health care costs, most boomers need a financial lifeline.
As inflation gets real, advisers ponder strategies
While the Fed continues to call inflation transitory and temporary, financial advisers are bracing for the reality of higher prices and lower yields.
How the 401(k) world will adapt as it wakes up after long pandemic
There will be vast differences, but the fundamentals of the business will be the same, as will the importance of strong relationships and brands.
Liz Windisch targets the financial needs of Gen X women
Seeing an opportunity to cater to an often-overlooked segment of potential clients, one adviser has made Generation X women her true calling.
RIA marketing is getting more personal, transparent
New research argues that stock photos on websites present a stale and static image. Clients want to see the real person behind the advice.
Federated Hermes takes advisers to school on ESG
The company's new Responsible Investing Institute taps into the growing appeal of ESG investing by giving financial advisers a road map to building portfolios and working with clients. Beyond the courses, the curriculum also include podcasts.
The New Normal: More advisers are abandoning traditional offices to work from home
After more than a year of working remotely, financial advisers and their clients are embracing the upside of virtual interactions and remote worksites.
