Helping clients deal with market turmoil can be akin to crisis counseling, writes Dan Solin of the BAM Alliance and Buckingham. Advisers should listen, educate, offer support and recommend coping strategies for clients who are particularly panicked, Solin writes. Advisor Perspectives (1/26)
A partnership with Aequalis and Munich Re helped Prudential Financial get the mortality data it needed to feel confident offering life insurance policies to people with HIV, said Mike McFarland of Prudential. LifeHealthPro (1/25)
Financial advisers should be using social media as a business tool, writes Matt Oechsli. But they should also strive to avoid some common blunders, such as posting items that are too political or too religious, he adds. WealthManagement.com (U.S.) (1/21)
In light of recent regulatory changes, advisers and investors would be smart to keep their Social Security knowledge high. So how knowledgeable are you? Mary Beth Franklin invites you to take a quiz to find out. InvestmentNews (1/20)
Carina Diamond of SS&G Wealth Management explains why she likes to have at least one intern on board at all times. "Through an involved program and training, we have been able to hire more than half of our interns to full-time roles," she notes. The Wall Street Journal (tiered subscription…
Using video for marketing, nurturing relationships with clients and having a mobile-friendly Web presence are potential trends for the advisory landscape in 2016, Craig Faulkner writes. Others are the growing costs for online advertising and the need for quality content, Faulkner writes. WealthManagement.com (U.S.) (1/19)
Financial professionals can expect stepped-up inspection and enforcement related to cybersecurity this year. The Securities and Exchange Commission and the Financial Industry Regulatory Authority have publicly warned that they will make it a high priority. Financial Advisor online (1/19)
Amid market volatility, investors may be tempted to make emotional decisions. "If we have a good understanding of the situation and communicate this to our clients, it should provide perspective and reduce irrational decisions," writes Mike Patton. ThinkAdvisor (1/19)
Adviser Ted Halpern says he could tell that a divorcing couple's alimony agreement was causing tension, so he suggested the ex-husband segregate funds earmarked for alimony and automate the monthly payments. The Wall Street Journal (tiered subscription model) (1/15)
Financial planner Carl Richards writes that learning how to say no is a valuable skill that many have failed to acquire. If you master this skill, "over time, it will be easier and you'll spend more time on things you're glad you could say yes to," he writes. The New…
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