Financial advisers need to provide more services than ever to satisfy their clients, said Nicholas Stuller, CEO of AdviceIQ. Stuller stopped by TheStreet to cap off National Financial Advisors Week. He said the skill sets of the modern financial adviser have broadened along with the resources that are available to them. Stuller added that advisers and clients need to work together to identify benchmarks and fees, especially when the percentage of customers paying per individual stock trade is declining. Finally, he discussed the benefits of traditional asset managers versus the independent registered representative.
TheStreet’s Fundamentals of Investing Course will teach you the keys to making the right decisions in any market.
TheStreet’s Personal Finance Essentials Course will teach you money management basics and investing strategies to help you avoid major financial pitfalls.
TheStreet Courses offers dedicated classes designed to improve your investing skills, stock market knowledge and money management capabilities.
More from Video
How a Former NYSE Trader Learned to Trade From His Dad
TheStreet honors Dad's this Father's Day. A former how his dad taught him to invest and the lessons he learned along the way.
Replay: Jim Cramer Breaks Down the Chewy IPO, Broadcom Earnings and the Fed
Jim Cramer is on the floor of the NYSE to talk about the Chewy IPO, the Broadcom earnings, and The Fed's meeting next week.
Debunking Myths About Gamers With Super League Gaming CEO Ann Hand
eSports is growing exponentially and thought leaders like Super League CEO Ann Hand is helping shape the future of the industry.