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Why diversity and inclusion should matter to advisers

January 25, 2018

The face of the U.S. financial consumer is changing rapidly. Millennials are expected to drive a seismic shift in attitudes that will shape our culture, how they seek financial advice, and where they choose to work. With the changing demographics...

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...

Vanguard's Buckley: Fee compression is coming advisers' way

January 22, 2018

Tim Buckley, Vanguard's CEO, kicked off Monday's session at the Inside ETFs conference with cheery news for advisers: 58% of your job is susceptible to automation, and your fees are likely to continue to decline. But it wasn't all gloom from...

Morgan Stanley broker reached beyond his affinity group for success

January 16, 2018

Michael Brathwaite's mother was wrong. When he first dreamed of becoming a stockbroker, she didn't think it was a great idea. She told him she couldn't envision "white people giving you their money." That was 35 years ago, and since then the...

Increasing the number of women advisers an uphill climb

January 12, 2018

Efforts to recruit and retain female financial advisers continue to be an uphill battle across the financial services industry. Despite near universal acknowledgment of the advantages of having more women working with clients, the hard data...

The financial adviser evolution is underway

January 10, 2018

We're in the midst of an adviser revolution. Or, maybe it's better to call it an adviser evolution. While most of us look at the next 12 months with renewed excitement, inspiration and focus, we're also overwhelmed with the opportunity and unforeseen...

Time's up for feminine famine in financial planning?

January 10, 2018

Here's my personal wish for 2018: As #MeToo gives way to #TimesUp as Hollywood's response to sexual harassment charges, I hope a similar resolve to boost the ranks of female financial advisers finds new inspiration to transform the profession...

5 easy social media resolutions for 2018

January 9, 2018

Happy 2018, Social Media Adviser readers. Yes, this is another column about New Year's resolutions. But this is the one you should read all the way through, because unlike those others, these suggestions are easy to do and the resulting habits...

Advisers struck by opioid crisis seek to get the word out to peers and their communities

January 9, 2018

Colin Goodell's drug problem sounded all too familiar. It began with a seemingly innocuous prescription for painkillers. Before long, he was hooked on the pills, meant as a temporary remedy for a back injury. The Jacksonville, Fla., resident...

Don't Pave the Cow Paths… Blaze your own Path

January 9, 2018

“They just keep paving the cow paths!” I first heard this phrase over a decade ago in Boston, where every day I would commute to work through twisting, potholed, impossibly crowded roads. A colleague, a Boston native, explained the legend...

RIAs expect faster asset growth in 2018

January 9, 2018

The majority of RIA firms — 78% — expect their assets under management to rise in 2018, with nearly half saying assets will grow faster than in 2017, according to a telephone survey of advisers conducted for TD Ameritrade. Registered investment...

By the numbers: Investing and business outlook for 2018

January 6, 2018

Financial advisers are expecting positive results in 2018, on everything from economic 
performance to growth of their own books of business. The following findings are from 
arjuna-design' 2018 Outlook Survey of 344 advisers in December...

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,...

Boomers: Envision your business transition plan

January 3, 2018

The Department of Labor rule, fee compression, and the overall migration to advisory business are issues that have been on advisers' minds for some time. But for baby boomers, who are not only the largest segment of advisers but also the ones...

AARP and NASAA launch find-an-adviser tool

January 3, 2018

AARP and the North American Securities Administrators Association have launched an online tool designed to help the investing public find a financial adviser suited to their needs. The national group for seniors and the state securities regulators'...

arjuna-design Research, State Street Global Advisors release new study, “Women in Advice: Inspiring the Next Generation of Financial Advisers”

January 2, 2018

Research identifies key obstacles, solutions for bringing more women into the advice industry and advancing into leadership positions January 2, 2018 – New research launched today from arjuna-design and State Street Global Advisors uncovers...

RIAs must move beyond investments to justify fees

January 2, 2018

A steady drumbeat of fee pressure has some financial advisers rethinking and repositioning their message to underscore their value to clients. "I think this conversation can be pretty straightforward if you approach it with transparency in mind,"...

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...

Time to remind clients why they won't beat the Dow this year

December 28, 2017

As 2017 marches into history, most investors will agree: It was a pretty darn good year. But your clients might need to be reminded why they didn't beat the Standard & Poor's 500 stock index. As of Wednesday, the S&P 500 had clocked a 22.2%...

Ask the Ethicist: Help the CFP Board improve its revised standards

December 27, 2017

On Dec. 20, the CFP Board released the second draft of its proposed revisions to the Standards of Professional Conduct. The first draft was released during the summer with a 60-day comment period. This latest version is open to comment from...

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