Client Servicing

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  1. Articles

    Latest Betterment, LearnVest fundraising elicits a Twitter firestorm

    [View the story "Betterment, LearnVest and the robo-adviser landscape" on Storify]

  2. Articles

    Online rivals Betterment, LearnVest rake in $60 million of venture funding

    Betterment's Series C round brings in $32 million; LearnVest closes on $28 million; fundraising touches off a Twitter firestorm.

  1. Articles

    Pressure mounts on advisers to lower fees

    A national focus on financial industry fees has moved into the advisory realm. Clients are increasingly asking their financial advisers to lower — or at least explain — what they are paying in investment and advisory fees, some advisers said. “We're receiving more phone calls asking to have this

  2. Articles

    Advisers say clients are calm, cool as market crumbles

    Long-term outlook is still bullout even as correction gets nasty; volatility not a surprise

  3. Articles

    Millennials: Young and poor now, but your mainstay clients someday

    They may not have money now, but executives say you should get ready for when they do.

  4. Articles

    Billion-dollar teams inch into indie market

    With improvements in technology and compensation models, independent firms are narrowing the gap in the competition for the biggest talent on Wall Street.

  5. Articles

    Advisers' business booming, but dark clouds looming

    Firms lagging in long-term planning, standing out from the crowd and connecting with young investors.

  6. Articles

    Tech-savvy young planners band together to share the wealth

    'FP Hackers' brainstorm issues facing new businesses — and even refer clients to one another

  7. Articles

    Adviser reviews coming soon to a website near you

    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. (Plus: Read Michael Kitces' take and find out if your client review tactics are compliant.)

  8. Articles

    'Heartbleed' cybersecurity threat looms over advisers and clients

    Steps, including changing passwords, multi-factor verification, can be taken to lessen threat.

  9. Articles

    Take the quiz: Are your client review tactics compliant?

    Now that the SEC has allowed advisers to use third-party client reviews on their websites or social-media pages, it's time to figure out what kinds of uses will run afoul of industry regulators. Test your compliance knowledge with these five client review sharing scenarios to figure out if you're

  10. Articles

    Three big trends top advisers need to focus on now

    Three trends creating the greatest potential and impact in the near term center around industry consolidation, human capital and the maturing of the advisory industry.

  11. Articles

    Quantifying the best practices of advisory firms

    InvestmentNews Moss Adams data show that top performers increase revenue by adding new clients.

  12. Articles

    Redtail, Riskalyze announce integration

    Redtail Technology Inc. and Riskalyze on Tuesday announced an integration partnership that links Riskalyze's client risk tolerance tool directly with Redtail's customer relationship management system. Under the terms of the partnership, which is now live for all advisers who use both software

  13. Articles

    Advisers create a franchise operation for divorce planning

    Team to offer professional testimony in court, forensic accounting and other services.

  @IN Wire

Mar 07 10:29PM
10 professions that need the most coffee to survive - I Love Coffee
Mar 07 10:00PM
"J.P. Morgan Securities goes on recruiting offensive" good read

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