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RIAS SEP 09, 2014
Focus adds $800 million Atlanta adviser

Gratus Capital Management says it can benefit from the support as it looks to acquire more firms

FINTECH SEP 09, 2014
Apple's big lesson for advisers

It's easier to sell an existing client a new product or service than it is to gain a new client.

PRACTICE MANAGEMENT SEP 09, 2014
The big changes to how Americans pay for college

PRACTICE MANAGEMENT SEP 09, 2014
Advisers see rise in clients straining under college debt

A growing number of advisers are on the front lines in the battle to reduce, or at least manage, college debt for recent graduates.

FINTECH SEP 08, 2014
Is your CRM like an exercise bike?

Customer relationship management systems can be extremely valuable ... if you put them to use.

FINTECH SEP 08, 2014
Are you managing your online presence?

A simple web search will reveal a lot about you, so take care to keep a positive profile.

FINTECH SEP 08, 2014
Apple launches iPhone 6 with mobile payment app

Apple's unveiling of new technology and services is met with a mixed response from financial advisers.

Google ups the ante on mobile office app providers
FINTECH SEP 08, 2014
Google ups the ante on mobile office app providers

FINTECH SEP 08, 2014
Survey results draw a picture of tech-savvy advisers

Leading trends include greater use of compliance software, a re-balancing response to robo advisers and figuring out mobile.

PRACTICE MANAGEMENT SEP 07, 2014
A new way to generate referrals

OPINION SEP 07, 2014
How to track your social media

PRACTICE MANAGEMENT SEP 06, 2014
Feel like you've lost control of your business? You're not alone

Feel like you've lost control of your business? Well, you're not alone. A new FPA report highlights the problem and potential solutions: Can you say time blocking?

RIAS SEP 05, 2014
Looking for middle ground in a fiduciary solution

Problems with one standard for brokers and advisers are voiced at a fiduciary summit.

PRACTICE MANAGEMENT SEP 05, 2014
SEC assessment of mutual fund risk could lead to more disclosure

Questions abound in early stages of potential rulemaking to boost oversight.

PRACTICE MANAGEMENT SEP 05, 2014
Helping hack attack victims an opportunity for advisers to boost trust

Supporting a client victimized by a data breach can build enduring bonds.

FINTECH SEP 05, 2014
Salesforce acquisition of RelateIQ a CRM game-changer

Startup captures data to provide insights into customer habits.

RETIREMENT PLANNING SEP 04, 2014
Social Security tool steps out with new version

Popular software program's improvements include the ability to compare up to four claiming strategies side-by-side.

PRACTICE MANAGEMENT SEP 04, 2014
Banks add to wealth management services

Targeting baby boomer entrepreneurs, they offer services for owners looking to cash out.

FINTECH SEP 04, 2014
Mint.com for advisers? New tech tools change landscape for online advice

New technologies are being developed to make advisers more competitive with personal financial management websites such as Personal Capital and Mint.com.

RETIREMENT PLANNING SEP 04, 2014
Merrill Lynch launches technology-driven retirement tools

Merrill Lynch Clear uses iPad apps to encourage goals-based conversations between advisers and clients.