Two experts discuss whether aspiring financial planners should go to graduate school
<i>InvestmentNews</i> has just launched our first-ever independent-adviser technology study, which aims to provide advisers with a way to benchmark their firms' technology investments and usages against similar and top-performing firms.
Not everyone interviews well. Some people just don't know how to network. Other people have to fake it until they make it.
A group of executives and officials representing nearly a dozen firms in the industry gathered in the <i>InvestmentNews</i> office in Chicago July 26 specifically to discuss their collective needs — and plans — to develop the next generation of financial advisers.
The need - and the case - for developing and introducing new talent into the financial advice business has been well-documented: The total number of practicing FAs has been steadily decreasing for years, at a time when more individual investors are in need of advice. Practicing FAs, of course, are also getting older each year, creating a greater need for internal successors in many cases.
The lastest adviser applications for Apple's ubiquitous tablet show plenty of polish
This white paper from Financial Advisor Placement Services explores the independent broker-dealer market and why it is a sound choice for advisers considering a move.
Financial advisers who work with 401(k) plan sponsors — as well as those prospecting for new clients in the retirement plan arena — will get a chance to shine this summer when new Labor Department fee disclosure rules kick in July 1.
