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PRACTICE MANAGEMENT JUL 15, 2014
Senate subcommittee gives SEC full funding request

Action contrasts with House panel vote last week, which gave agency $300 million less

RETIREMENT PLANNING JUL 15, 2014
Sting and other wealthy celebrities don't want money to ruin their kids

Everything they do is magic, but they have to earn their own living, adviser says.

PRACTICE MANAGEMENT JUL 15, 2014
Wealthy seek to pass on family values through philanthropy

Advisers can use their role to facilitate building generational bonds

FINTECH JUL 14, 2014
Forget big data – here's how one adviser uses small data

Small data, or the information you can access and interpret from resources within your own firm, can pay off big.

FINTECH JUL 14, 2014
Junxure CRM finally comes out of the workshop and into the cloud

FINTECH JUL 14, 2014
Be a robo-adviser, the human way

Personalized financial advice should take cues from the robo-adviser trend/

ProTracker pulls cloud-based CRM back into beta
FINTECH JUL 14, 2014
ProTracker pulls cloud-based CRM back into beta

It probably won't be available for sale for another year.

FINTECH JUL 14, 2014
Don't be afraid of the robo-adviser – it might actually help you grow

Advisers can take cues from robo-advisers to enhance their services and relationships with clients.

RIAS JUL 14, 2014
Advisers held back by fee-based fears

Wirehouses outpace the rest of the industry in making the shift to charging fees.

PRACTICE MANAGEMENT JUL 14, 2014
CFP Board moves to strengthen academic underpinning of planning profession

Group plans a business school-based doctoral program and a journal, and is considering a research facility.

PRACTICE MANAGEMENT JUL 13, 2014
How advisers are guiding clients through critical crossroads

Advisers forced to go beyond numbers when faced with clients' concerns

FINTECH JUL 13, 2014
Teaming up takes 24/7 pressure down

PRACTICE MANAGEMENT JUL 11, 2014
Popular tax breaks will get renewed this year, GOP says

Republican lawmakers see tax-extender approval going through before the end of 2014, keeping tax breaks favored by clients in place.

RIAS JUL 11, 2014
Merrill Lynch team with $592M in assets moves to LPL

Chicago-based team has moved to LPL's hybrid RIA platform.

The top apps being embraced by NextGen advisers
FINTECH JUL 11, 2014
The top apps being embraced by NextGen advisers

PRACTICE MANAGEMENT JUL 11, 2014
Even decades of legal protection don't create diversity

What barriers can be identified and scaled to address this pervasive weakness in the financial advice industry?

PRACTICE MANAGEMENT JUL 11, 2014
Insurance industry calls on DOL to allow propriety sales, revenue-sharing in fiduciary rule

Insurance industry calls on DOL to allow propriety sales, revenue-sharing in fiduciary rule; predicts business will “contract dramatically” if agency doesn't give it an exemption to higher advice standard

The new Apple iOS features most relevant to advisers
FINTECH JUL 11, 2014
The new Apple iOS features most relevant to advisers

From Bill Winterberg: Which features of Apple's latest operating system advisers need to know. Plus his highlights from Apple's 2014 World Wide Developers Conference.

BROKER DEALERS JUL 11, 2014
Why did Sterne Agee fire its CEO?

Why did Sterne Agee <a href=&quot;http://www.investmentnews.com/article/20140527/FREE/140529934&quot;>fire CEO James Holbrook Jr.?</a> Many want to know, especially since the firm and its former CEO were recently accused of all manner of professional hanky-panky.

PRACTICE MANAGEMENT JUL 11, 2014
Three steps to greater gender diversity in the RIA industry

It's time to take action to bring more women into the advisory profession.