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NEWS REGULATION AND LEGISLATION FEB 08, 2017
Envestnet to deliver online, in-person fiduciary training programs

Tech provider teams with The Retirement Advisor University for curriculum

Washington RIA found guilty of ripping off Mike Tyson
NEWS RIAS FEB 07, 2017
Washington RIA found guilty of ripping off Mike Tyson

Brian Ourand admitted taking $250,000 from the former heavyweight champion and $500,000 from former NBA star Glen Rice and at least two other pro athletes.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 07, 2017
Trouble keeping Next Gen advisers motivated? It may be normal

Study finds worker happiness declines, stress increases after first-year honeymoon

NEWS REGULATION AND LEGISLATION FEB 07, 2017
Fidelity survey finds advisers still focusing on DOL rule implementation

Almost half of advisers haven't slowed their compliance plans despite talk of delays

NEWS INDUSTRY NEWS FEB 06, 2017
Nearly 60% of Americans don't have wills

Most Republicans have one, but just 38% of Democrats do; two-thirds of parents with young kids are intestate

YOUR PRACTICE PRACTICE MANAGEMENT FEB 06, 2017
Time Inc. starts personal finance video venture

'Coinage' 90-second videos will run on 22 company sites, explaining investing and saving.

YOUR PRACTICE FINTECH FEB 06, 2017
PreciseFP now links to Wealthbox and Salesforce

Client data-gathering tool also links with Redtail and LaserApp

NEWS REGULATION AND LEGISLATION FEB 03, 2017
What you need to know now about Trump's plan to halt DOL fiduciary rule

The DOL is expected to prepare an updated economic and legal analysis concerning the likely impact of the rule.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 02, 2017
Two wirehouse reps join forces at HighTower

Producers from Wells, Morgan Stanley managed $1 billion.

YOUR PRACTICE PRACTICE MANAGEMENT FEB 02, 2017
Yes, hiring financial advisers is tough

Pool of available talent can't meet demand, analysis finds.