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.
Building Trust Key to Overcoming Client Roadblocks
Trust is still an issue in the financial services industry, Zahira Lehri of SunTrust said at the IRI Vision annual conference.
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.
Schwab DAF Clients Gave $1.2 Billion to 56,000 Charities in FY2016
For the second consecutive year, Schwab Charitable distributed over $1 billion in charitable grants on behalf of its DAF account holders.
Vanguard’s New Model for Retirement Spending in Low-Yield Market
Vanguard has developed a goals-based approach to retirement spending with a low-return environment in mind.
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 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.
Wells Fargo Indie Channel Picks Up 6 Reps From Rivals
The advisors move to the firm with over $500 million in client assets from UBS, Bank of America and other broker-dealers.