Marketing & Technology

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  Forget Freud: Women Know What They Want

  By James J. Green, AdvisorOne  |  May 7, 2013

  At FPA Retreat 2013, Heather Ettinger provides the facts on women, and suggests how the majority of advisors’ potential clients want to be treated after a divorce or death of a spouse.

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  TDAI’s Healy: Engage in Demographic Stereotypes at Your Peril

  By John Sullivan, AdvisorOne  |  May 6, 2013

  Gen X and Y will grow their wealth from $2 trillion to $28 trillion in the next eight years, Healy argued.

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  15 Best Finance Tweets of the Month: April

  By Katie Rass  |  May 6, 2013

  While gold plunged in April and Bitcoin took a wild ride, Sallie Krawcheck threw a punch in the battle of the sexes and Bill Gross opined on the pomp and pageantry of stock trading.

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  Kitces and Winterberg Describe the Future of Financial Planning

  By John Sullivan, AdvisorOne  |  May 5, 2013

  At FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near future—now?—planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.

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  ‘Time Saving Techniques’ That Add Value for Clients

  By Michael E. Kitces  |  May 5, 2013

  What can you do to save time if you don't want to put outsourcing burdens on your clients?

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  Envestnet Unveils ‘Intelligence’ Initiative at Advisor Summit

  By John Sullivan, AdvisorOne  |  May 4, 2013

  “It’s not a product; it’s not a platform,” explained Bill Crager, Envestnet’s president. “It’s completely integrated technology that pulls together resources to provide on-demand information.”

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  Are Your ‘Time Saving Techniques’ Just Pushing Work Back to Clients?

  By Michael E. Kitces  |  May 4, 2013

  There is greater pressure than ever for financial planners to maintain high productivity levels, but at what cost?

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  Remind Clients of the Non-Market Returns You Provide: 7 Examples

  By Andrew Rice, Money Management Services  |  May 4, 2013

  Beyond the returns on their portfolios, chances are good that you’ve provided plenty of non-market returns for your clients. You may want to remind them of this value you provide; here are seven examples.

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  Sallie Krawcheck Decries Industry ‘Becoming Republican Party’

  By John Sullivan, AdvisorOne  |  May 4, 2013

  “It is my intention to be controversial and make us uncomfortable here today,” Sallie Krawcheck said. She didn’t disappoint.

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  Video, Social Media Popular Educational Tools: Corporate Insight

  By Danielle Andrus, AdvisorOne  |  May 3, 2013

  As longer life spans and a difficult economy make financial planning that much harder, education is that much more important, according to a white paper by Corporate Insight.