Only 1 out of 10 Financial Advisors Puts Clients Interests First
By Rick Kahler via Iris.xyz If it weren’t already hard enough to understand whose side your financial advisor is on, it got more complicated…
advisors
The (Not-So) Secret Tool to Help Save Your HNW Clients a Bundle
By Laura McCarron via Iris.xyz It’s that time of year when every CPA is breathing a well-earned sigh of relief and (hopefully) heading off…
Advisors Will Be Extinct in 5 Years Unless…
By Strategy Marketing via Iris.xyz I’ve had financial advisors for more than 40 years. Not once in those years have I called my advisor…
Growth: The Operative Term in the Financial Advisory Industry?
Note: This article is courtesy of Iris.xyz Growth seems to be the operative term in the financial advisory industry. Everyone wants growth—clients…
DOL Fiduciary Rule: Is it Good News for Consumers?
Note: This article is courtesy of Iris.xyz By Rick Kahler The Department of Labor’s groundbreaking new Fiduciary Rule may change the legal…
How to Best Identify Opportunities for Managing Taxes
Note: This article was provided courtesy of Iris.xyz. By Thomas J. Quinn Sixty-five percent of respondents to the annual US Trust Insights…
ETF Due Diligence Process: 3 Steps Advisors Should Take
Note: This article was provided courtesy of Iris.xyz. By Marie Dzanis Financial advisors should establish a process for analyzing the differences between…
Weekend Reads: 12 Business Development Mistakes You Cannot Afford to Make
By Andrew Sobel The other day a client called me for advice about an important sale he was involved with. His firm…
Weekend Reads: How to Scale Goal-Based Advice While Satisfying Compliance Standards
Advisors face a common dilemma: managing assets to meet a client’s stated risk tolerance with full knowledge that other assets exist that are…
Weekend Reads: Why Tax Deferral is Key – A New Approach to Tax Planning with IOVAs
Despite low yields and ongoing volatility, many advisors have a strategy to help their clients manage the market and earn meaningful gains…
8 Reasons Why You Lose Clients – and What to Do About It
The playwright Oscar Wilde defined a gentleman as someone who “is never unintentionally rude.” Likewise, you never want to have a good…
Coaching Clients Across the Finish Line
That number can’t be right, I thought. My heart rate was higher than ever before. And even though I was cycling at…
The Fascinating, Growing World of Robo Advisors
Robo-advisors are changing the landscape of financial services whether traditional advisors are ready for them or not. These programs range from interactive…
Dzanis, Lydon Discuss Advisor Marketing to Multiple Generations
Marie Dzanis, senior vice president and head of funds and intermediary sales and services at Northern Trust’s (NasdaqGS: NTRS) FlexShares unit joined…