Lisa Shidler

Lisa Shidler
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HSA assets grew more than 62% last year, Celent study shows
RETIREMENT RETIREMENT PLANNING JUN 29, 2009
HSA assets grew more than 62% last year, Celent study shows

Despite the downturn in the economy, the number of health savings accounts and assets held in the plans continue to grow, a new study released today showed.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 28, 2009
Technology helps deaf adviser expand practice

Louis Schwarz responds to his clients' concerns even though he can't hear what they are saying.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 28, 2009
Advisers have cut back, study says

Financial advisers are facing tough times, with 40% having to cut back on support staff through layoffs or attrition, a soon-to-be-released report has found.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 28, 2009
Lax compliance can be costly, warn experts

In their efforts to cut costs, advisers may be setting themselves up for some big expenses.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 21, 2009
Widows' needs being ignored by advisers

The nearly 800,000 women who become widows each year share something beyond loss.

YOUR PRACTICE FINTECH JUN 19, 2009
ExpertPlan buys service center from ADP

ExpertPlan Inc., a private-label provider of retirement plan record-keeping services, has purchased a portion of Automatic Data Processing Inc.’s retirement services record-keeping business.

NEWS INDUSTRY NEWS JUN 16, 2009
Americans less pessimistic about financial security

Americans are slightly less pessimistic about their financial security than they were in April, according to the results of a bimonthly survey.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 14, 2009
Summer interns find few advisory jobs

In an effort to cut costs and save time, many advisory firms are deciding to forgo hiring summer interns this year.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 14, 2009
Firms in niche segments seek wider client base

Add target marketing to the list of advisory firm best practices being rethought in light of the recession and market slump.

NEWS INDUSTRY NEWS JUN 08, 2009
Uptick in May employment index seen as signal that worst is over

The Conference Board Employment Trends Index saw a small uptick in May, increasing 0.2% to 89.9, from 89.7 in April.