Five Ways to Beat Robo Advisers

Advisers who take these five steps stand less of a chance being replaced by robo-advisers.

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Most Advisers Aren't Afraid of "Robo" Advice
Online investment services aren't just for young clients and low-balance accounts; "robo" advice can help any wealth advisory firm grow, says Bernie Clark, the head of Schwab Adviser Services. "Robo" advice is complementary and an opportunity, Mr. Clark says.
Robo-Advisors May Change the Advisory Industry
These online financial advisory services are reinforcing a different set of expectations among their clients by offering lower costs and greater transparency, but they do have their limitations, says Grant Easterbrook, senior research associate at Corporate Insight.
Five Ways Become a Billion-Dollar Adviser
Many advisers want to have a billion dollars in assets under management. Here are a five ways to do it.
Adviser Pursuits: A Pole Vaulting Adviser
Some prospects are surprised to learn that financial adviser Mark Cortazzo pole vaults but he's says its helped him win business and become a better adviser.
Financial Advisers Get Tougher with Asset Managers
As retail assets under management grow, broker-dealers are negotiating more aggressively with fund companies, seeing a bigger share of their revenue. Advisers are seeking help with marketing, for example, and additional revenue streams.
How to Find the Next Generation of Advisers
Many advisers will need the next generation to take over their practice one day. Here are few ways advisers can find the right candidates.
Consultants Help Clients Find and Fire Advisers
A small industry of consultants don't manage any money but help wealthy investors pick financial advisers-those who not only create solid portfolios but have a steady employment history and obey to stringent fiduciary standards, or are able to add a specialty to a family office.
Regulators Focus On Reverse Churning By Advisers
Regulators plan to ferret out financial advisers who put clients in fee-based accounts that are inappropriate, says Dan Nathan, a partner at law firm Morrison & Foerster in Washington, D.C. Advisers can take steps to help them avoid scrutiny, he says.
How to Advise Entrepreneurs
What it means to "go independent" has changed over the years. Plus, here's how advisers can effectively use technology. And, here's how advisers need to speak with some entrepreneurs. WSJ Wealth Adviser's Veronica Dagher reports.
Young Advisers Build Businesses With Acquisitions
With an aging financial advisory population, it's likely more young financial advisers will acquire advisory firms. But they do face hurdles, a competitive environment and difficulty raising capital among them.
3 Bond Myths Advisers Need to Bust
There are several myths about bonds advisers and their client need to bust. WSJ Jason Zweig explains.
Security Risks For The Wealthy And Their Advisers
There are security risks financial advisers and their wealthy clients need to be consider. Plus, a look at robots. Wealth Adviser at WSJ.com's Veronica Dagher reports.

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