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Aaron Klein: New tools will help investors trade through the Riskalyze lens

October 07, 2019 | Runtime: 2:09

Advisers who start with Riskalyze tools will have a leg up in complying with Reg BI, according to the fintech's CEO.

What advice industry needs to do as nation's diversity evolves

October 01, 2019 | Runtime: 2:15

Educate youth on how financial services impacts everyone and the rest will come, some models in D&I explain.

John Rogers on why the advice industry lacks diversity

September 25, 2019 | Runtime: 3:25

Ariel Investments' chairman said "Rooney Rule" would help financial services business level the playing field.

Advisers should discuss ESG with wealthy clients before someone else does

September 20, 2019 | Runtime: 2:46

Sustainable investing is increasingly key to high net worth investors' quest to leave a legacy.

Next generation clients want advisers to help them live better lives

September 12, 2019 | Runtime: 1:36

XY Planning Network CEO Alan Moore said younger clients actually are more willing to pay for advice than older people if they are shown the value of the services.

Michael Kitces: Efficiencies become crucial for advice firms when they grow

September 12, 2019 | Runtime: 2:34

Advisers should formulate a plan for firm growth or they could have lots of clients, and still be unhappy, said the co-founder of the XY Planning Network.

Financial planning wasn't even a thing 50 years ago

September 11, 2019 | Runtime: 3:11

The financial advice industry has evolved in five decades to a focus on what the client wants out of life.

Chasing the dream: Journey from athlete to adviser

August 08, 2019 | Runtime: 4:07

How Joe McLean, managing partner of Intersect Capital, turned colleagues into clients and found a new passion.

John Rogers strengthened diversity and inclusion efforts well beyond asset management

July 29, 2019 | Runtime: 3:29

While Ariel Investments' chairman John Rogers grew the firm to $13 billion in assets, he retained his focus on equality and helping people.

Next gen advisers must be more diverse

July 26, 2019 | Runtime: 2:00

The financial advice industry needs to make sure it’s inclusive to diverse individuals or the next generation of financial advisers won’t stick around.

 
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