Practical analysis for investment professionals

financial advisor

In Defense of the Niche Firm: Repositioning the Competition

Overcoming the concerns about occupying a niche leads to several benefits for both an advisory firm and its clients. First and foremost, a specialized focus will make you, as an analyst, more knowledgeable about your clientele. Another major benefit is that you are a category unto yourself in the minds of your potential clients, writes Isaac Presley, CFA.

Rethinking Due Diligence and Manager Selection

Tom Brakke, CFA, says that due diligence in manager selection has become far too much of a standardized documentation process for advisers.

Financial Advisers: Heed Gender Differences in Your Clients’ Communication Styles

Communication is key in relationships — not only in marriages and partnerships, but also between financial advisers and their clients. As such, it is important that advisers be aware of the differences between men's and women's communication styles so that they can be more effective when working with couples as well as current and future clients.

Financial Advisers: Do You Have a Strategy to Attract Millennials?

A new report finds that Millennials are much less likely than the older generations to have contact with financial advisors. And yet they also make up a larger percentage of those with $2 million+ in assets than Gen X. Advisors need to prepare for the new, wealthy clients of the future.

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