Practice Management

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Niche adviser bulks up with a focus on fitness coaches

Justin Green, founder of AssistFP, has learned that developing a niche is an evolutionary process.

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Emotions can be the key to making your firm unforgettable

Marketing is a long game. First impressions matter, but lasting impressions matter more.

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Volatility, Covid and inflation worry Americans, survey finds

Three-quarters fear new Covid variant could cause a recession.

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Drop in advisers at Wells Fargo continues but slows

While the company hasn't staunched the bleeding of its financial advisers completely, the three months ending in December saw the rate of decline slow a bit, while the average revenue per adviser continued to increase.

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Robert McCann back in the financial advice industry

The former UBS chief was named co-chair of recently rebranded NewEdge Capital Group.

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The latest in financial #AdviserTech — January 2022

The first installment of a two-part series looking at the major trends in the financial adviser ecosystem that shaped big AdviserTech events in 2021, and what those trends portend for the year to come.

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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.

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Bitcoin sell-off shakes adviser confidence in crypto

For many financial advisers, the slide reinforced the notion that Bitcoin is just too volatile for client portfolios.

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Kevin Ruth to lead private wealth at Raymond James

The former Fidelity executive will develop strategies for advisers serving high-net-worth clients.

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RIAs see M&A momentum gaining steam in ’22

As firms chase scale with bigger and bigger deals, RIA sellers are enjoying the ride of record-level valuations.

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7 ways to improve fiduciary outcomes in 2022

It's getting tougher to do the right thing, with the right people, at the right time. But here are some steps you can take.

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The advice industry went to Fat City in 2021

Despite last year’s riot at the Capitol and a variety of lethal Covid-19 variants, the broad stock market roared, which is always good news for financial advisers and their firms.

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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.

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Planning for beyond the new year

If you want to grow and improve, you've almost certainly got to change. But embracing change is one of the hardest things you can do.

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Correcting the blind spots in our practices

By identifying our unconscious biases or set ways of doing things, we can limit our risk and increase our chance of success.

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Advisers to focus on staying home in 2022

Advisers like the autonomy of working from home and don’t want to have to go back to the office and wear a suit again.

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Monte Carlo forecasts prove anything is possible — or not

With simulations showing extreme projected portfolio outcomes, some financial advisers won't even use Monte Carlo modeling for their younger clients for fear of looking silly.

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Implementing a social strategy that won’t get you fined by the SEC

It's important for advisers to understand what they can and can't do under the agency's new marketing rules when it comes to advertising and marketing via social media and messaging apps.

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LPL hauls in Elite Financial Network from Securities America

Elite Financial Network has 32 financial advisers in its network across California.

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Our succession planning crisis

A Cerulli study shows that of the roughly 103,000 advisers who plan to retire by 2030, 26% are unsure of their succession plans.

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