Your Practice

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PRACTICE MANAGEMENT AUG 10, 2014
CFP Board tightens grip on who can use 'candidate' designation

Graduates need not be signed up for the exam, but use of the moniker is limited to five years

RIAS AUG 08, 2014
3 qualities all advisers' outsourcing partners should share

Critical to find outsourcing partners who have the necessary expertise, are trustworthy, and can help improve an adviser's business

RIAS AUG 08, 2014
Technology's role in keeping RIAs ahead of the disruption curve

Embracing unifying technology that fortifies practices will help independent advisers secure their businesses' futures.

RIAS AUG 08, 2014
CFP Board: Talking tough but acting soft

It's time for the CFP Board to be more transparent in its dealings over adviser pay descriptions.

PRACTICE MANAGEMENT AUG 08, 2014
Why more graduates aren't sitting for the CFP mark

Designation-granting board goes to the source to get some answers.

RETIREMENT PLANNING AUG 08, 2014
This week's top stories for advisers

PRACTICE MANAGEMENT AUG 08, 2014
CFP Board holds fire on apparent fee-only violation

In another high-profile case, board tells adviser Rick Kahler he must drop fee-only label but he disagrees.

PRACTICE MANAGEMENT AUG 07, 2014
Female advisers share their success stories

PRACTICE MANAGEMENT AUG 07, 2014
When she earns more: Tips for working with couples

Mastering the right way to communicate with powerful women and their partners could be a boon to advisers' businesses.

OPINION AUG 07, 2014
How savvy financial advisers work with successful women

Advisers who have the patience, empathy and courage to sift through what matters most to powerful female clients can help them create a plan for success that's likely to make them clients for life.

FINTECH AUG 07, 2014
Finect falters as Openshaw assumes leadership of Financial Women's Association

Struggling adviser social network will focus its efforts on growth in Europe.

Cetera advisers take their message to the small screen
WOMEN ADVISOR COMMUNITY AUG 07, 2014
Cetera advisers take their message to the small screen

Lifetime channel's “The Balancing Act” hosts discussion on managing money

FINTECH AUG 07, 2014
How to grow an advisory business with technology

Tech may not drive an adviser's profitability, but it's essential to building a practice

Advisers need to be nurturers when helping a woman through life changes
PRACTICE MANAGEMENT AUG 07, 2014
Advisers need to be nurturers when helping a woman through life changes

Divorce and widowhood require sensitive communication and help in gaining confidence.

RETIREMENT PLANNING AUG 07, 2014
Women closing financial literacy gender gap

Despite gains, steep learning curve remains on investing and cash management.

BROKER DEALERS AUG 06, 2014
Financial Telesis adviser with $700M bolts to Commonwealth

Benjamin W. Wong jumps ship as LPL begins absorbing his former firm.

PRACTICE MANAGEMENT AUG 06, 2014
Finalists for Community Leadership Awards announced by Invest in Others and InvestmentNews

CLA honors advisers helping in communities and around the globe

PRACTICE MANAGEMENT AUG 06, 2014
Congressman explains why he's trying to stop SEC fiduciary rule

Based on an early personal experience, Oklahoma's Rep. Lankford says “Main Street people” would lose broker access.

PRACTICE MANAGEMENT AUG 06, 2014
House insider trading probe involves 44 funds, entities

RIAS AUG 05, 2014
Lebenthal lands $600 million BNY Mellon team

Firm continues push toward goal of $5 billion in assets by year's end.