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PRACTICE MANAGEMENT MAR 10, 2015
Apple could crush Swiss watch industry, says Swatch inventor

Will the smartwatch wipe out the low-end mechanical market?

Strong dollar is keeping the markets on edge
EQUITIES MAR 10, 2015
Strong dollar is keeping the markets on edge

<i>Breakfast with Benjamin</i>: The wicked-fast pace of the dollar's rise has markets on edge, with other currencies unable to adapt fast enough.

Merrill loses advisers managing $18.6 billion in 2014
RIAS MAR 10, 2015
Merrill loses advisers managing $18.6 billion in 2014

Wirehouse lost advisers managing $18.6 billion in 2014; veteran brokers blame Bank of America's 'fire first and ask questions later' mentality and expiration of retention deals. <i>(See also: <a href=&quot;http://www.investmentnews.com/section/video?playerType=INTV&amp;bctid=3966545534001&amp;date=20141231&quot; target=&quot;_blank&quot;>How wirehouses will strike back against breakaways</a>)</i>

PRACTICE MANAGEMENT MAR 10, 2015
How to evaluate and cope with the people who make mistakes

For National Football League teams fighting for post-season positioning, every play seems important, every mistake magnified. Mistakes can be something everyone runs from or a catalyst for learning and growing. How do you handle them?

SEC's Mary Jo White says agency will develop fiduciary rule for brokers
PRACTICE MANAGEMENT MAR 09, 2015
SEC's Mary Jo White says agency will develop fiduciary rule for brokers

Top regulator's support of a uniform standard breaks a tie among commissioners that has stymied efforts to move forward.

Maxing out a 401(k) doesn't mean you can't keep saving for retirement
EQUITIES MAR 09, 2015
Maxing out a 401(k) doesn't mean you can't keep saving for retirement

<i>Breakfast with Benjamin</i>: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.

Schwab 'robo-adviser' bets big on cash and 'smart' beta
FINTECH MAR 09, 2015
Schwab 'robo-adviser' bets big on cash and 'smart' beta

Brokerage platform will use asset-allocation strategies of disputed merit with retail clients.

Wealthfront, Edelman clash on robo-advisers
RIAS MAR 09, 2015
Wealthfront, Edelman clash on robo-advisers

The old guard of wealth management clashed with the new as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with Adam Nash, the top executive at Wealthfront.

The big succession planning questions RIAs need to answer immediately
OPINION MAR 08, 2015
The big succession planning questions RIAs need to answer immediately

Determine the fate and future of your business before the regulators force you to do so

FINTECH MAR 08, 2015
Why advisers should make both face-to-face and online networking priorities

Solid and active networking strategy ensures advisers stay well-connected to clients and provides an opportunity to remain highly visible in a crowded market.

PRACTICE MANAGEMENT MAR 06, 2015
Get clients on board with a merger or acquisition

Rebranding to accentuate the benefits of the new firm can allay client fears.

The smoke and mirrors of stock repurchase plans
EQUITIES MAR 06, 2015
The smoke and mirrors of stock repurchase plans

<i>Breakfast with Benjamin</i>: These plans are all the rage, but whether they provide any benefits to shareholders is a whole different issue.

Intra-family loans: Not your ordinary wealth transfer strategy
PRACTICE MANAGEMENT MAR 06, 2015
Intra-family loans: Not your ordinary wealth transfer strategy

Another way to take advantage of low interest rates.

As Apple Watch details emerge, what's in it for advisers?
FINTECH MAR 06, 2015
As Apple Watch details emerge, what's in it for advisers?

As Apple gets ready to take the wraps of its much-anticipated smart watch, financial advisers &amp;mdash; and some of the companies that work with them &amp;mdash; see a bigger role for wearable technology in the years ahead.

Morgan Stanley's 'Hunger Games' parody whips financial Twitter into a frenzy
FINTECH MAR 06, 2015
Morgan Stanley's 'Hunger Games' parody whips financial Twitter into a frenzy

Twitter reacts to Morgan Stanley's 'Margin Games' Hunger Games parody.

Did Merrill Lynch's latest high-profile recruiting coup break the bank?
EQUITIES MAR 06, 2015
Did Merrill Lynch's latest high-profile recruiting coup break the bank?

<i>Breakfast with Benjamin</i> A record Merrill Lynch signing bonus might have pushed its monetary limit. Plus: Loving European stocks but hating the euro, taking a fresh look at gold, and protecting the nest egg from rising drug costs.

BROKER DEALERS MAR 06, 2015
SEC's Gallagher slams White House fiduciary memo as 'propaganda'

Commissioner says administration ignores industry's stiff oversight by market regulators.

Independent broker-dealers take aim at the next generation of clients
FINTECH MAR 06, 2015
Independent broker-dealers take aim at the next generation of clients

Millennials, robo-advice and female clients top the IBD agenda.

OPINION MAR 06, 2015
Get the conversation started on LinkedIn

Social media site offers many ways to get a real dialogue going with members of your network.

PRACTICE MANAGEMENT MAR 05, 2015
Empower your daughter as an investor

Studies show the biggest gap between men and women isn't skill, but confidence