Articles by Sean Marus

About the author:

Sean Marus

Product marketing specialist

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.

3 things to consider amid legislative uncertainty

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?

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A clear path ahead for the DOL fiduciary rule

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.

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Amazon, Whole Foods, and financial services technology

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.

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Client communication: As easy as ABC

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.

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Do not forget about Generation X

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.

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Does your client know what a fiduciary is?

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.

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Eliminating indecision for your prospects

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.

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Millennials do not want robo-advice

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.

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The forgotten flash crash and how advisors can learn from it

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.

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