With years of experience in product marketing and content generation in the financial services industry, Sean is committed to providing informative and impactful content to financial professionals and the clients they serve.
Significant legislative changes — like that of the potential 401(k) overhaul — will fundamentally alter the way that investors and their advisors approach retirement funding. In light of an uncertain legislative future, how will you work with your clients to ensure they stay on track for their goals?
Though Buffet is undoubtedly a legendary investor, his principles extend far beyond where to allocate capital. Let us explore some of Buffett's most notable business principles and how you can apply these to your own practice.
Alexander Acosta, the new Secretary of Labor, confirmed on May 22 that the Department of Labor (DOL) Conflict of Interest – Fiduciary Rule will go into effect as planned on June 9 after months of uncertainty regarding implementation of the rule.
If the past is any indication, newly proposed advisor competency legislation in Australia may lay the groundwork for the future of financial services regulation in the U.S.
At Advicent, we see our API library as the future for enterprise organizations who want to deliver more meaningful financial advice. Just as Whole Foods will leverage Amazon Web Services, enterprise firms who partner with Advicent will leverage API technology to create a better consumer experience.
Now that all financial advisors dealing with retirement accounts are legally obligated to act as fiduciaries, advisors are now tasked with finding new ways to set themselves apart from the pack.
Amid shifting fiduciary standards and the proliferation of robo-advice, it is increasingly difficult to attract prospects and retain clients. Providing your clients with a tailor-made experience from the earliest stages of the relationship can significantly increase client retention.
Generation X is now slated to have $22 trillion in investable assets by 2030, which is when the oldest within the cohort will hit retirement age. Here are some effective ways to appeal to Gen X to build relationships before this wealth transfer occurs.
According to a recent survey from Financial Engines, only 32 percent of Americans have heard about the Department of Labor (DOL) fiduciary rule. From the same survey, only 21 percent of respondents said they definitively knew the difference between a financial advisor who identifies as a fiduciary and one who does not.
Difficulty in making decisions for a consumer can generally be attributed to the amount of available options, social pressure, and time. Here is how you can use this information to your advantage to preemptively address indecision that may face potential prospects.
“I wish I had saved more and started saving earlier.” 52 percent of individuals 55-64 years old say they wish they had started saving sooner. Additionally, 47 percent said they wish they had saved more.
For advisors looking to attract HNW clients to their business, it is vital that they have a plan set in place instead of hoping for them to walk through their door on their own.
Many financial advice experts claim that the next generation of investors want digitized robo-advice. However, contrary to this belief, the majority of Millennials do not want robo-advice; what they really want is your service.
Gone are the days of financial advisors sticking to their individual niches; to compete in an increasingly competitive and regulated industry, advisors must be able to adapt to every client request.
When working with a software as a service (SaaS) company, you get more than just a vendor; you get a partner that truly understands the unique needs of your firm.
Connecting with Millennials is not as difficult as advisors might believe, as there is a prevalent, common denominator that bands together the majority of the cohort.
When the madness that inherently coincides with investing runs rampant, that is when the true value of a knowledgeable financial advisor becomes evident. As a financial professional, knowing the past — and how the public reacted to it — will help you assert yourself as an invaluable asset to your clients’ lives.
The proliferation of technology has meant that devices, software platforms, and lightning-fast modes of communication have seeped into every facet of our lives.
Learn how your firm can leverage the six steps of financial planning to enhance your competitive advantage, exceed client expectations, and bolster compliance in this webinar presented by Advicent.
Many advisors today are facing the same dilemma: Do they double down on their high-net-worth (HNW) book of business or shift gears and start trying to appeal to Millennials to sow the seeds of their future? Drowned