Advisory teams that can relate to our changing demographics not only makes sense socially but also from a business standpoint.
Firms are finding it hard to hire the professionals they need amid rising complexity.
‘If a firm values its human capital, then it will make an investment to make sure that their talent can flourish for the advancement of the bottom line,’ says Lazetta Rainey Braxton, co-CEO of 2050 Wealth Partners.
Justin Castelli, founder of RLS Wealth, says robots can’t read a person’s facial expressions but warns industry has to evolve
Mike Zung, of Java Wealth Planning, says being an outsider in finance has been more of an advantage than a challenge.
Advisors and experts weigh in on the different approaches advisors can take.
The firm is rolling out two options for advisors who need help building financial plans.
Is marketing a luxury or an afterthought? Advisors and industry experts have their say.
Goals-based investing is "what happens when you take an investment process and build it for mom, but not necessarily for mom’s pension plan," CIO says.
National RIA aims to enhance advisor-client matching with Catchlight's advanced analytics and personalization tools.
Change is afoot at the brokerage firm, which reportedly is reimbursing its advisors for the cost of certifications offered by the Investments & Wealth Institute.
Fewer financial advisors expect to increase allocations to model investment portfolios over the next year, opting for SMAs instead.
Online poll showcases the paradox of rising financial autonomy and decreasing confidence across generations of women.
Childhood experiences still resonate for Louis Barajas who set out to ‘change the world’ in his community.
Nearly half of prospective affluent clients cite opaque costs as the most difficult challenge, Cerulli says.
Advisor left Venezuela after the rise of President Hugo Chavez, quickly identifying a gap in the US financial planning space.
While wills, powers of attorney and estate documents are high on the list, but, advisors also say to ‘just be there’ for clients.
'You get all these altruistic benefits and the financial benefits,' says CFP Board chair Matthew Boersen.
Maintaining an open dialogue lets advisors and the compliance team work through concerns together, finding solutions rather than confronting roadblocks.
Successful advisors never lose their focus on growth and are consistent in their approach to finding new people to serve.
