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Summary: WSJ Adviser Profile: Andy Schwartz, managing partner of Bleakley Financial Group, says limiting staff turnover is crucial to a practice’s success as it helps breed client trust and bolsters client retention.
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Summary: Consulting on strategic philanthropy is often thought of as an ancillary—or even optional—client service. But research shows that such advice cements client relationships in ways that can help grow your practice’s bottom line.
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Summary: For a uniquely informed perspective on where the advice profession is heading in the coming decade, InvestmentNews assembled leaders from among the next generation of advisers and other key industry participants in New York in June for an event called “The Future of Our Business by the Future of Our Business,” sponsored by Fidelity Investments.
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Summary: It comes as no surprise to learn that over 65% of financial advisors have no fully documented succession plan according to a recent study Private Advisor Group conducted. After all, advisors in the independent channel are often times solo practioners who are working their way towards their own retirement as they help their clients with the same.
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Summary: Social media has transformed the financial-services sector in several significant ways, from improving customer service to creating an entire subsection of financial-technology providers. Social media is no longer optional, it’s a necessity. But with such a high level of penetration comes a new subset of challenges; namely, how to stand out from the crowd and ensure your customers are being reached.
