At NAPFA conference, behavioral finance expert says, 'Treat your clients like kids'
How impact investing, which targets companies or projects that effect positive change, while at the same time delivering a return, is gaining a foothold among the younger generation.
Finra to look at how firms sell annuities, REITs and other products to older clients.
One of the best ways for advisers to fight the natural inertia of succession planning is to seek outside help. Whether guided by a B-D, roll-up firm or independent consultant, advisers should seek out certain key features. Liz Skinner on what to look for.
In the wake of new SEC guidance, advisers need to brace themselves for online reviews, including negative ones. Liz Skinner on what the relaxed restrictions will mean for your business. <i>(Plus: Read <a href="http://www.investmentnews.com/article/20140409/BLOG09/140409894" target="_blank">Michael Kitces' take</a> and find out if <a href="http://www.investmentnews.com/article/20140409/FREE/140409901" target="_blank">your client review tactics are compliant</a>.)</i>
Focus on the positives, but be ready to discuss the details.
Will the rise of online advice platforms make traditional advisers extinct? Advisers face the challenge of defining their usefulness as technology continues to advance.
Advisers find successful hires in a swathe of academic disciplines, not just planning.
