Results for "client servicing"

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Your most important client meeting ever

January 22, 2018

A word of advice – don't look down. You'll only realize how far you could fall. That advice has never been more relevant for investors and advisers as equity markets soar to new heights. We've seen a long and steady rise in the market, fueled...

Five financial resolutions your clients will keep

January 3, 2018

For many of us, the making — and breaking — of New Years' resolutions is an annual, time-honored tradition. Investment habits almost always make the list. Well-intentioned clients promise that from now on they're going to invest regularly,...

AdvisorEngine acquires Junxure CRM

January 2, 2018

AdvisorEngine, the provider of white-label digital advice technology for advisers, is kicking off 2018 with the acquisition of Junxure, a client relationship management (CRM) software for the wealth management industry. Junxure supports 12,000...

Ten years after the crisis, investors need advisers more than ever

December 20, 2017

Hartford Funds recently conducted a survey to uncover how investors were affected immediately after the financial crisis and how financial behaviors have changed in the years following, including now, a decade later. The resulting data suggests...

Personal client communication shows your value

December 12, 2017

Why do clients fire their adviser? Is it for lack of performance? Bad service? Most advisers suffer the disappointment of being let go by a client at some point—a blow often followed by weeks of agonizing, trying to figure out what went wrong....

Is the Trump effect over?

December 12, 2017

It's perhaps inevitable that 10½ months into Donald J. Trump's presidency we would pause to consider whether the Trump Effect has begun to wane. As Trump's first year in office enters its final stretch, advisers should be prepared to answer...

Fi360 upgrades adviser fee-benchmarking tool

December 11, 2017

Fi360, which provides education and technology to help advisers comply with fiduciary rules, is upgrading a tool that retirement plan advisers can use to prove they charge clients a "reasonable" fee. The Fee Benchmarker product draws on a proprietary...

Broker protocol is good for firms and clients, study finds

December 6, 2017

Brokerage firms that have already exited the broker-protocol agreement, or are considering an exit, might be missing the bigger picture, according to research by two finance professors at the University of Kentucky. Presenting Tuesday in Miami...

Tamarac opens platform to RightCapital

November 30, 2017

Registered investment advisers using RightCapital's financial and tax planning software can now pull in client account information and holdings data directly from Envestnet's Tamarac tool. The integration automatically updates RightCapital daily...

Coach clients on salary negotiations

November 28, 2017

Individuals from the millennial generation are breaking money silence when it comes to their salaries, according to new research by Cashlorette.com and Bank Rate. Their study finds that 63% of people ages 18 to 36 have discussed their compensation...

Envestnet Tamarac overhauls adviser software

November 14, 2017

Envestnet Tamarac is launching a significantly redesigned version of its wealth management software suite for advisers. What was formerly known as Advisor Xi is now simply called Tamarac, but the company says the update is much more than either...

Say goodbye to IBDs, and hello to 'IAB firms'

November 13, 2017

Sometimes inertia wins the day on issues such as nomenclature. Perhaps one of the most obvious examples of this can be found in how many independent firms across the retail financial advice space continue to describe themselves as an "independent...

Behavioral finance can attract fee-based assets

November 8, 2017

Most independent firms agree that successful adviser practices in the future must become more effective in gathering fee-based advisory assets. But from there, industry views diverge. For some firms, it's solely about providing the latest technological...

Don't fall for myths about women investors

October 25, 2017

It is time to update some outdated notions about women investors. Many women are highly engaged in financial and investing decisions, they contribute meaningfully to their household income and assets, and they understand their portfolios. Despite...

Finding common ground with clients from different ethnic groups

October 19, 2017

Investing involves money and money is personal. This business changes constantly, but what always remains the same is building trust and strong relationships with your clients. It's the key to growing your business. The best relationships are...

A New Approach: Wealth Management Redefined

October 19, 2017

Wealth Management Certified Professional from The American College Studios on Vimeo. The Wealth Management Certified Professional (WMCP™) designation is an advanced specialization in personal wealth and investment management unlike any other...

Let hard data, not gut instinct, define your ideal client profile

October 18, 2017

In an industry based on facts and figures, why is it that financial advisers base most, if not all their marketing data on "gut instinct"? When asked about a profile of their core client, they rarely base their answers on facts, thinking about...

Financial therapy 'money scripts' can help you beat the robots

October 12, 2017

Why would someone pay a financial adviser to manage their assets when an automated system can do it for less money? To accomplish this, many advisers are beginning to explore the discipline of financial therapy, a relatively new practice combining...

To see the future of wealth planning, look to your car

October 5, 2017

People, supported by technology, are going to chart new futures that draw upon a dynamic mix of planning, budgeting and tax-smart portfolio management. Traditional wealth planning is a challenge for both the client and the financial adviser....

The Dating Game: How to Find a Continuity Partner

October 2, 2017

As an advisor, you know the value of having a continuity partner. In the event you become ill or otherwise unable to participate in the business, your partner can step in to ensure client service continuity, keep your staff informed, and protect...

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