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In-house 'universities' gain traction as the latest RIA perk

February 14, 2019

The latest sign of the tight labor market for advisers is showing up in the form of in-house "universities" that offer a range of practical job skills along with team-building exercises and general life skills. The universities, which some advisory...

Wealthfront introduces high-yield cash savings accounts

February 14, 2019

Wealthfront is the latest digital investing startup to set its sights on customers' uninvested cash, showing the company's ambitions to automate more than just investment accounts. The robo-adviser announced Wealthfront Cash Account on Thursday,...

Thinking about selling your firm? 5 ways to prepare

February 13, 2019

Without a doubt, 2018 was a big year for M&A in the independent wealth management industry, and robust activity is expected to continue this year. Fidelity recently gathered nearly 40 leaders from across the industry at our fourth annual M&A...

For Wells Fargo Advisors, finding new clients becoming difficult

February 12, 2019

Wells Fargo Advisors is having a tougher time finding new clients, according to a senior executive at Wells Fargo & Co., despite the fact that the bank is sending $10 billion in client asset referrals annually to its wealth management group....

How continuing disruption drives sustained success

February 11, 2019

In the modern business world, sustainable company success depends on continual disruption. I learned this nearly 20 years ago as a young entrepreneur attending the Schwab Impact conference, where the keynote speaker, Guy Kawasaki, opened my...

Firms can't afford to ignore female clients

February 8, 2019

Financial advisory firms that don't specifically target female clients are potentially missing out on 48% of the nation's millionaires, a third of household high-earners and and half of the country's total wealth. The good news is, you don't...

Great-West Life taps Edmund Murphy to succeed Robert Reynolds as CEO

February 7, 2019

Edmund F. Murphy III will succeed Robert L. Reynolds as president and CEO of Great-West Life & Annuity, the U.S. subsidiary of Great-West Lifeco Inc. and the parent of Empower Retirement, of which Mr. Murphy remains president. Mr. Reynolds becomes...

Don't be afraid to raise advisory firm fees

February 7, 2019

It's time for financial advisers to get over their fear of raising their fees, and a good place to start would be introducing a minimum annual fee for clients. Eliza De Pardo, a management consultant for TD Ameritrade Institutional, said her...

Annuities group signs up for Rolling Stones tour

February 7, 2019

The Alliance for Lifetime Income, an organization that's trying to improve the public perception of annuity products, will be the sole sponsor of the Rolling Stones' U.S. tour later this year. The national sponsorship consists of "co-branded...

Ron Carson to advisers: Tech is your friend and competitor

February 6, 2019

Financial advisers should accept the fact that technology is both a friend and a potential competitor, Ron Carson told the audience at TD Ameritrade's annual conference Wednesday in San Diego. "Look around the room. Are you viewing each other...

Millennials turning to automated investing in response to market volatility

February 5, 2019

Investors are reacting to market volatility differently across generations, according to a new survey of 1,000 U.S. investors by TD Ameritrade. Millennials, many of whom are going through their first major market drops, are turning more toward...

Communicating with clients in tough times

February 5, 2019

2008 wasn't that long ago. Back then, baby-boomer clients were 44 to 62 years old. Today, they're 55 to 73 years old. And they still make up the majority of most advisers' clients and assets. But even though the demographics and net worth of...

Cetera new facial recognition technology to improve risk questionnaires

February 4, 2019

Financial planning technology took center stage at this year's T3 Adviser Conference, but it was Cetera Financial Group's demonstration of new facial recognition technology that really stood out in terms of a "wow" factor." For my money, Cetera's...

Planning potholes and banana peels

February 4, 2019

I once worked with a terrific wirehouse adviser based in Southeast Florida who suffered from serial honesty. Even in the heady bull market of the 1990s, he insisted on plotting retirement income strategies according to the 4% rule. This was...

Hit the reset button on your social media

January 31, 2019

A solid plan and strategy are the key to every social media success. I wish I had a dollar for every time someone told me that they measure social media successes by things going viral. That's such a misnomer. I also think people feel smarter...

5 ways to attract top talent to your RIA firm

January 30, 2019

One of the tightest labor markets in history, combined with the extraordinary growth of the independent advice industry, has created a fiercely competitive environment for attracting talent. Nearly three-quarters (73%) of independent firms planned...

RIA firm sales could hinge on succession planning, study finds

January 30, 2019

RIA principals selling their business may get less than top dollar if they don't develop a succession plan. That's the key finding of a survey of 162 registered investment advisory firms of all sizes conducted by Franklin Templeton Investments....

Social media video trends for advisers

January 29, 2019

For as long as I've worked with financial advisers (a decade this year), it seems that people have been predicting that video will become the predominant form of marketing communication. This year, I think that prediction finally comes true....

The innovation challenge: What's holding you back?

January 28, 2019

We all know that we are living in one of the most disruptive times in history. Which also means that this is a dream time for innovation and reinvention. Never has there been a more rewarding period for businesses in any industry to reimagine...

Wells Fargo makes new attempt to repair its brand

January 25, 2019

Wells Fargo & Co. continues to try to spiff up its tattered brand, introducing a new marketing campaign Friday that will include a new look in promotional materials, including business cards and PowerPoint templates, used by 13,968 financial...

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