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Why marketing really matters now
OPINION APR 07, 2020
Why marketing really matters now

The safest way to sustain your business in volatile times is aggressive promotion of the services your clients value most

TriplePlay: Communicating during quarantine
PRACTICE MANAGEMENT APR 07, 2020
TriplePlay: Communicating during quarantine

Andrew Altfest of Altfest Personal Wealth Management describes three ways advisers can reach out to clients during the COVID-19 pandemic

Hybrid managing $350 million switches to LPL from Securities America
PRACTICE MANAGEMENT APR 07, 2020
Hybrid managing $350 million switches to LPL from Securities America

Chicago-based Blyth & Associates is a nine-person firm that's headed by twin brothers

Will financial costs of COVID-19 be greater for women?
WOMEN ADVISOR COMMUNITY APR 07, 2020
Will financial costs of COVID-19 be greater for women?

Legacy of coronavirus for women may be its fiscal toll

Steadiness stands out in times of disruption
OPINION APR 06, 2020
Steadiness stands out in times of disruption

Although the pandemic's human toll and its toll on the markets are not yet clear, advisers must be prepared to address their clients’ concerns

Virtual Bootcamp:  How to safeguard clients' portfolios in times of volatility
PRACTICE MANAGEMENT APR 06, 2020
Virtual Bootcamp:  How to safeguard clients' portfolios in times of volatility

These sessions will provide information on all the options and strategies available to help clients plan effectively and safeguard them against further losses

Seniors face increased risk for financial exploitation associated with COVID-19
OPINION APR 06, 2020
Seniors face increased risk for financial exploitation associated with COVID-19

The efforts to limit personal interactions in response to the virus may exacerbate another scourge: Elder fraud

Keeping the morale up
PRACTICE MANAGEMENT APR 03, 2020
Keeping the morale up

None of us have been through this before, so don’t be shy about sharing your thoughts and ideas

Cambridge lands $1.5 billion branch from Advisor Group
BROKER DEALERS APR 03, 2020
Cambridge lands $1.5 billion branch from Advisor Group

Cooper McManus Wealth Management has 50 advisers in its network nationwide

What advisers should be saying to clients during this black swan event
OPINION APR 03, 2020
What advisers should be saying to clients during this black swan event

Major market downturns give financial advisers an opportunity to show their clients the value of their expertise and advice

What firms need to know about M&A in today's landscape
OPINION APR 03, 2020
What firms need to know about M&A in today's landscape

While the factors driving deals remain the same, the uncertainty could affect the number of deals near-term, and there's been a shift in the balance of negotiating power

SEC maintains deadline for Reg BI
PRACTICE MANAGEMENT APR 02, 2020
SEC maintains deadline for Reg BI

The major investment-advice rule remains on track despite calls to delay implementation amid the COVID-19 crisis

Texas fines LendingClub $400,000 for unregistered sales
FINTECH APR 02, 2020
Texas fines LendingClub $400,000 for unregistered sales

The online lending marketplace claims it was selling ‘covered’ securities

Launching virtually on May 14
WOMEN ADVISOR COMMUNITY APR 02, 2020
Launching virtually on May 14

Online Women Adviser Summit to focus on business challenges and opportunities during this difficult time

Strategist Alan Skrainka joins Krilogy
RIAS APR 02, 2020
Strategist Alan Skrainka joins Krilogy

The former Edward Jones market guru had been with Cornerstone

How will smaller firms move forward in such a demanding era?
OPINION APR 02, 2020
How will smaller firms move forward in such a demanding era?

Large RIAs will have a much easier time navigating the crisis caused by the coronavirus, providing another impetus for M&A

Financial planning evolves beyond investments in a COVID-19 world
RIAS APR 01, 2020
Financial planning evolves beyond investments in a COVID-19 world

From working remotely to minding mental wellness, advisers adapt to the new normal

Triple Play: Creating a dynamic digital marketing plan
PRACTICE MANAGEMENT APR 01, 2020
Triple Play: Creating a dynamic digital marketing plan

Robert Sofia of Snappy Kraken provides three tips for how advisory firms can build a successful automated marketing strategy

Here's how financial advisers can help Americans impacted by COVID-19
PRACTICE MANAGEMENT APR 01, 2020
Here's how financial advisers can help Americans impacted by COVID-19

The Foundation for Financial Planning is pairing planners with Americans suffering from the financial fallout

Merrill duo managing $900 million goes indie with Raymond James
BROKER DEALERS APR 01, 2020
Merrill duo managing $900 million goes indie with Raymond James

Neil Goetzman and Jeffrey Nau set up eponymous business in Alexandria, Va.