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FINTECH JUL 28, 2014
The most popular adviser tech products by category

PRACTICE MANAGEMENT JUL 28, 2014
Helping advisers help themselves in succession planning

At September gathering, FSI plans focus on M&A, practice valuation, contracts, deal structures and best practices for implementing a succession plan.

EQUITIES JUL 28, 2014
Treasury yields are poised for a run

Today's <i>Breakfast with Benjamin</i> also features notes on geopolitical unrest hitting the markets, an IPO-heavy week, and Morgan Stanley junior bankers getting a 'living wage.'

PRACTICE MANAGEMENT JUL 28, 2014
Nine steps for putting together a continuity plan

One key is to have people in place to make key decisions.

FINTECH JUL 28, 2014
Morningstar in $52.5 million deal for online financial service HelloWallet

New acquisition functions like Mint.com and works with individuals and retirement plan providers.

FINTECH JUL 28, 2014
LinkedIn endorsements still a 'legal quagmire,' despite SEC guidance

Regulations called ambiguous and subject to interpretation; how do you define 'endorsement?'

FINTECH JUL 27, 2014
This app really gets you around

Sheryl Rowling takes a spin using the pseudo-taxi service Uber and enjoys the ride.

PRACTICE MANAGEMENT JUL 27, 2014
Succession planning: It's not just about the value of your business

The challenges facing the financial advisor marketplace are becoming increasingly more evident and the graying of financial advisors seems to top that list; however, most advisors, broker-dealers, and custodians tend to focus on the surface issues around succession planning and are not addressing the root causes of the challenges facing the financial advisor marketplace today.

PRACTICE MANAGEMENT JUL 27, 2014
One adviser's takeaway on the importance of planning

Lessons learned at his father's side in the practice

FINTECH JUL 25, 2014
George Kinder's holistic approach now available in an automated version

Father of holistic planning robotizes first few steps of life planning process he created nearly 20 years ago.

FINTECH JUL 25, 2014
Online advisers target the best and brightest new hires

As venture capital pours in, firms such as FutureAdvisor, Betterment and Jemstep plan to grab the strongest new talent.

RIAS JUL 25, 2014
Why I left a traditional RIA for a robo-adviser

Financial professional Megan Graf makes a career shift to the online advice world, seeing it as an investment in her future. She calls it getting on her rocket ship.

PRACTICE MANAGEMENT JUL 25, 2014
For Millennials, 'life stops when the iPhone dies'

Lessons for advisers from the University of Wisconsin recent commencement.

PRACTICE MANAGEMENT JUL 25, 2014
Education is key to winning Next Gen assets

Millennials may be tech-savvy, but they also know they need help from financial professionals, Corporate Insight reports

PRACTICE MANAGEMENT JUL 25, 2014
What is impact investing and which wealth demographic cares?

The segment is growing in importance among your future top clients.

PRACTICE MANAGEMENT JUL 24, 2014
5 steps to building enterprise value

How to maximize this theoretical takeover price for your firm by building it from Day 1, not just when you're ready or forced to sell.

PRACTICE MANAGEMENT JUL 24, 2014
6 books that changed Joe Duran's life

PRACTICE MANAGEMENT JUL 24, 2014
What would it mean to you if time ran out?

Because unexpected crises strike all the time and their targets are often unpredictable, it is an adviser's duty to be prepared so their clients aren't left in a lurch.

PRACTICE MANAGEMENT JUL 24, 2014
Rot in the center of the U.S. economy

Disposable income is stagnant and consumers are spending above their means.

EQUITIES JUL 24, 2014
The Fed is now fretting about wage growth and surprise inflation

<i>Breakfast with Benjamin:</i> Don't look now, but wage growth (for dishwashers, for example) is on the radar. Plus: The SEC's half fix for money funds, a golden cross for Goldman, judge blocks 'Wall Street Wolf's' sucker list, and big city life can be a drag.