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How advisors are helping clients with cancer
While wills, powers of attorney and estate documents are high on the list, but, advisors also say to ‘just be there’ for clients.
Survey finds CFPs are in the money
'You get all these altruistic benefits and the financial benefits,' says CFP Board chair Matthew Boersen.
Compliance should be a conversation
Maintaining an open dialogue lets advisors and the compliance team work through concerns together, finding solutions rather than confronting roadblocks.
Block out time in your schedule for growth
Successful advisors never lose their focus on growth and are consistent in their approach to finding new people to serve.
Everyone wants NextGen advisors. Why can’t they find any?
One of the main drivers creating the need for firms to implement a succession plan is the staggering wealth transfer that's on the horizon.
Raymond James has given its independence transition suite an uplift
The enhanced service gives a more tailored support offering to advisors.
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.
T3 report highlights top tech for advisors
Here are the fintech tools advisors are using, from CRMs to video conferencing.
Prospera launches family office program to serve UHNW clients
New solution responds to advisor demand for family office services.
Bad tech is bad for advisors’ business
44% of advisors have left a firm because of poor technology, Advisor360 survey finds.
Be the doctor, not the pharmacist
Your job is to build deep trust with prospects, and that comes from their feeling you understand their issues at a deep level.
Advisors see giving surge in late 2023 extending into 2024
Schwab Charitable says donors granted more than $6.1 billion to charity in 2023, a year-over-year increase of 31 percent.
How can advisors cut through in the digital marketing jungle?
Key takeaways from analysis of 10,000 advisors’ marketing campaigns revealed.
Performance-based fees gaining ground among advisors, study says
But advisors say traditional AUM fees are still the primary model.
Rate your financial planning softwares and CRM platforms
InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.
CogniCor launches AI-enabled digital assistants for wealth management, insurance
The digital assistants will be driven by Microsoft’s Azure OpenAI Service.
You owe your clients a succession plan
It still seems that most aging independent advisors don’t sell their practice or retire; instead, they simply reduce their workload and 'retire in place.'
How to court Gen Z investors with intelligent automation
Affluent clients want better digital capabilities and personalized offerings, so a super-charged digital business transformation has huge benefits.
Over a third of US advisors plan to retire within 10 years
Succession planning is critical, as advisors 55 and older account for 42 percent of head count but 57 percent of assets, Cerulli found.
Advisors are upbeat on the market outlook for coming year
Recent InvestmentNews survey shows sectors where advisors plan to increase investments include actively managed ETFs and US fixed income.
