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Using Risk to Manage Client Expectations |
One of the biggest challenges that advisers face when working with their clients is properly setting and managing expectations for portfolio returns. Learn how to gain ROI by talking about risk instead of returns, leading to greater practice efficiency, increased productivity and higher levels of client trust.
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Time to Rethink the Brokerage Option? |
In 2014, just 16% of Vanguard plans offered a self-directed brokerage option, with large plans somewhat likelier to offer the option. Fewer than 10,000 of Vanguard’s 3.6 million participants use the brokerage option.
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Differentiating Yourself by Being Candid |
Shari Harley, founder of Candid Culture and author of the book “How to Say Anything to Anyone,” contends every recurring client service frustration financial advisers have is predictable and treatable. “Ask more. Assume less,” is one of Harley’s mantras.
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Edward Jones, Transamerica Form Distribution Partnership |
Transamerica has formed a partnership with Edward Jones whereby Transamerica’s retirement solutions will be sold by Edward Jones advisers.
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Portfolio Service Helps RIAs Enter Institutional Market |
The new Institutional Intelligent Portfolios program from Charles Schwab is designed specifically to help independent registered investment advisers break into new market segments and scale up their businesses in an efficient way.
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Smarsh Offers Digital Marketing Tool for Advisers |
Smarsh, an archiving provider, has launched Advisor Launchpad, a digital marketing tool for financial advisers. Smarsh says advisers need the tool because many rely on outdated marketing practices to grow their business.
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