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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.

FINTECH JUL 24, 2014
Systematizing these processes will help your firm grow

Repeatable processes essential to efficiencies and growth

PRACTICE MANAGEMENT JUL 24, 2014
Algorithms stalling recovery, or so it seems as hot resumes go nowhere fast

Expanding use of technology that uses ultra-specific criteria to screen and winnow candidates may be perpetuating one of the most unusual features of the slow rebound in the U.S. labor market: Despite a steady increase in openings since the recession ended in 2009, these positions are being matched with job seekers less efficiently than in the past.

BROKER DEALERS JUL 24, 2014
LPL losing a top recruiter

LPL is losing one of its leading recruiters, in the wake of three other recruiters resigning in the past year and a half.

RIAS JUL 24, 2014
Betterment for advisers on its way as firm adds trust, tax-loss harvesting products

Betterment Institutional for advisers will launch by early 2015, CEO says.

FINTECH JUL 24, 2014
Wealthfront CEO sees his robo-adviser as the next Schwab

Wealthfront CEO Adam Nash sees his robo-adviser as the next Schwab but naysayers counter that even $1 billion in AUM doesn't a winning company make.

RIAS JUL 24, 2014
How to use your hobbies to master client prospecting

Prospecting from your passions can unify and engage what you enjoy with your profession.

PRACTICE MANAGEMENT JUL 23, 2014
Adopt a Ritz-Carlton strategy for customer service

How to make prospects and clients feel they are the biggest VIPs in the world.

Mentoring, leadership the buzz at Women's Forum
PRACTICE MANAGEMENT JUL 23, 2014
Mentoring, leadership the buzz at Women's Forum

Importance of work-related relationships a feature at InvestmentNews-IPA event.