How Advisors Can Succeed With the Power of ‘Pre-Suasion’
Psychologist Robert Cialdini explains how to positively influence people to your way of thinking before you even deliver the strength of your message.
Does Client Philanthropy Pose a Conflict for AUM Advisors?
If your client reduces his assets under management through charitable giving or other means, does that make the flat-fee approach better for advisors?
DOL Fiduciary Has Many Advisors Mulling Career Change: Fidelity Survey
While 29% of advisors see a positive impact from the DOL rule, 28% say they are considering either retirement or a career change.
Advisors, It Pays to Thank Clients—Consistently: Janus Labs
Those who express gratitude regularly and systematically have significantly higher AUM than those who do not, Janus finds.
Top Portfolio Products: First Trust, Amplify and Van Eck Introduce ETFs
New ETFs include sector and dividend-paying stock funds as well as municipal bond funds.
Advisors Get More Time for Clients When Outsourcing Investment Management
Northern Trust survey shows financial advisors who use third-party managers have a highly positive view of outsourcing.
How to Cope With Today's Low-Return Markets & High-Expectation Clients
The low-return environment is the talk of the town. What's an advisor to do?
How to Get Client Referrals Without Asking
Part one of a look at the easy steps to effective marketing
How Your Client's Feelings Can Improve Your Leadership Style
Survival depends on our ability to trust one another, Simon Sinek said during the closing keynote at the eMoney Advisor Summit.
DOL Fiduciary Rule’s Cost for 9 Investment Advice Players: From IBDs to RIAs
A.T. Kearney study sees big asset shifts across formats with IBDs getting walloped.