Results for "next gen advisors"

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Envestnet Tamarac overhauls adviser software

November 14, 2017

Envestnet Tamarac is launching a significantly redesigned version of its wealth management software suite for advisers. What was formerly known as Advisor Xi is now simply called Tamarac, but the company says the update is much more than either...

Giving to charity, the millennial way

October 10, 2017

I am a millennial and an adviser – a combination becoming more common each year. Even so, professional colleagues looking to reach a younger client base regularly ask me how to attract and better serve my often-misunderstood generation. The...

Fidelity has 'real need' to recruit more women, Johnson says

September 27, 2017

For people well-schooled in the relationship between supply and demand, here's one Fidelity Investments may not have seen coming: The demand for female financial advisers outstrips the supply. Women customers often ask to work with female advisers,...

FPA to collaborate on podcast as part of expanded NexGen effort

September 12, 2017

The Financial Planning Association has started working with planner Hannah Moore to expand the reach of her podcast aimed at younger advisers, and is working on other efforts to reach new planners. Ms. Moore, a Dallas-based financial planner,...

XY Planning Network launches TAMP for young investors

August 29, 2017

The XY Planning Network created a technology platform for members to help them provide client service the way younger investors demand: digitally. The turnkey financial planning platform unites online onboarding for clients and robo-adviser...

7 emerging adviser tech firms you want to know

July 27, 2017

These seven firms recently introduced innovative technologies aimed at helping advisers serve clients better and more efficiently. The up-and-comers were selected by the XY Planning Network for having the best new fintech, and they will compete...

XY Planning Network holds fintech competition

April 25, 2017

Financial technology companies with a new product aimed at Gen X and/or Gen Y clients can now enter a contest sponsored by the XY Planning Network to identify the best new fintech products for advisers serving that market. The XY Planning Network,...

The Right Approach for Finding the Right Senior Partner

April 1, 2017

For millennials looking to launch a career as a financial advisor, it truly is the best of times and the worst of times. Demand for young professionals who can attract young clients is at an all-time high and expected to grow. On the flipside,...

Confidence: How you can give it to young financial advisers and watch them run with it

March 16, 2017

Our fourth annual 40 Under 40 project is under way, and we need your help to uncover top young talent in financial advice. Mopedia' goal each year is to find the stories that inspire the industry and illuminate its clearest path to future...

College planning programs in need of financial aid

February 26, 2017

Hit hard by an 18% drop in state funding over the past six years, Kansas State University can't even afford to teach its 65 financial planning students how to use such popular planning programs as MoneyGuidePro or Morningstar Advisor. "We're...

Advice firms adapt to millennial advisers who want to help their peers

February 23, 2017

Young financial advisers are helping to convince the leaders of traditional planning firms that making their financial services more palatable to Next Gen clients will pay off. Seeking to serve their peers, many young advisers are persuading...

Beware the gap coming in the number of financial advice professionals

February 22, 2017

With the average financial adviser now 51 years old, and as the baby boom generation grinds toward retirement, it's only natural to fret over a potential dearth of fresh faces to fill the advice ranks. From a big-picture perspective, David Canter,...

Trouble keeping Next Gen advisers motivated? It may be normal

February 7, 2017

Maybe the much-discussed difficulty of keeping Next Gen advisers motivated isn't that much different from keeping other workers happy. Professionals with between one and two years on the job are more stressed, less happy and less interested...

TD's Nally urges evolution of RIA fee model

February 2, 2017

Financial advisers should rethink the way they charge clients, as service expectations and needs have evolved, the head of a large custodian told advisers Thursday. Registered investment advisers that charge a fee based on a percentage of assets...

Adviser's Consultant: Provide these services to attract younger clients

January 26, 2017

Many who become Pamela Capalad's clients tried to be financially informed, but got lost along the way. Most of the others have been financially lost from the beginning and feel like it's their fault. Providing financial advice to people in their...

Why the financial advice industry should focus less on diversity and more on inclusion

December 20, 2016

It doesn't really need to be rehashed because the issue has been talked and written about at great length already, but the financial services industry does, in fact, have a diversity problem. The statistics bear this out. Mopedia reported...

Advisory firms redesign their offices to attract millennial clients

November 6, 2016

Private offices are a thing of the past at advisory firm SignatureFD. The 20-year-old practice moved two years ago and created a front-office area that feels more like a Starbucks than a financial services firm. Employees are encouraged to congregate...

5 steps to elevate the next generation

July 13, 2016

As an independent firm grows, the role of an owner evolves from being a player on the team, to leading and managing an organization. Eventually, size and complexity will drive the need for greater professional management to help drive the owner's...

The time is now for young financial advisers

May 29, 2016

After graduating from college, Eric Roberge worked at two investment banks and then four different advisory firms within five years, unable to find a company where he felt comfortable. After he decided to start his own firm, he was forced to...

High schoolers to test whether they're smarter than a financial adviser

April 15, 2016

About 100 high school students will learn firsthand what life as an adviser is like this summer through an industry program aimed at showing them that financial planning is very different than what they see in movies like "The Wolf of Wall Street."...

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