Practice Management

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The latest in financial #AdviserTech — October 2020

We look at the big news, announcements and underlying trends and developments that are emerging in the world of technology solutions for financial advisers!

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Demand for financial wellness is overwhelming

Plan sponsors want the services for their participants, but wellness has done little to help people improve their financial lives

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The secret to closing prospects

Telling your personal story will work against you if all you focus on are your industry accolades; it only works when you exhibit humility

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Make personal finance fun

Stop using jargon and graduate school terminology. Talk with your clients the way you talk with your friends

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Why are advice firms still trying to ride a bull market?

The industry is overly dependent on the markets for revenue growth, according to an InvestmentNews pricing study

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160 at MassMutual face layoffs due to Empower deal

About 90% of a group of 2,000 MassMutual workers have been informed that they will receive job offers, according to the companies

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Is your advisory firm a Best Place to Work?

Register by Oct. 30 to be considered for the 2021 InvestmentNews Best Places to Work for Financial Advisers

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How advisers are fending off fee pressure

Clients are willing to pay top dollar for advice, but are asking for additional offerings and services

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Wirehouse advisers more productive than others, Cerulli finds

Investing in technology seems to pay off, but greater staff support could help

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Employees come first — not clients

We do everything in our power to provide clients with the best service possible. But the high level of service we provide begins with our people