Four companies working to unify products to better meet adviser needs; system due out later this year
Niche is attracting more advisers looking to add to their service offerings.
Only 25% of financial advisers have formally defined who their ideal client is, a Financial Planning Association study found. Of those who have defined their ideal client, only 38% say a majority of their clients actually fit that profile.
Advisers need to find ways to show empathy for more than just widows and widowers, but divorcees and parents.
Online adviser Personal Capital announces an app for smartwatches, and the advice industry ponders the future of wearable technology in client service.
Financial services giant finally makes its re-branding effort official
There are good books that make you think differently about the world, and occasionally great books that really make you question the underpinnings of what you think reality is. The new Michael Lewis book, “Flash Boys,” falls into the latter camp.
Acquisition could put the fund tracker in the lead of the portfolio accounting and reporting business.
Designed to help retirement plan advisers gain clients as demand for fiduciaries grows
Executives across the industry, from wirehouses to independent and regional firms, are enjoying fatter paychecks and bigger bonuses as advisers become a more important part of firms' balance sheets. <i>(Don't miss some rather outlandish <a href="http://www.investmentnews.com/gallery/20140324/FREE/324009999/PH" target="_blank">top executive benefits</a>.)</i>
New software partners now sync assets and risk score on a nightly basis.
Financial advisers will have new ways to manage data and gauge clients' emotions, thanks to new tech developments
Stanford professors offer tips on replicating excellence in business
The original Moss Adams compensation and staffing study has been enhanced for today's advisers' needs
Advisers urge clients to think carefully before reacting to Gov. Cuomo's latest proposal
Few advisers actually consider how they'll deliver.
Donald Carman and Michael Hickey move to Atlas Private Wealth Management, dissolve previous firm.
Don't let these well-intended faux pas strain important relationships
