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PRACTICE MANAGEMENT JUN 30, 2014
The correlation between happiness and success

A growing body of research shows that positive thinking plays a bigger role in our behavior and success than you might think.

LIFE INSURANCE AND ANNUITIES JUN 30, 2014
IRI hires Morningstar annuity executive

The new addition is aimed at bolstering the firm's resources to help advisers with retirement income strategies/

PRACTICE MANAGEMENT JUN 30, 2014
U.S. Trust hires managing director from JPMorgan in expansion bid

Firm looks to deepen its reach in the ultrahigh-net-worth market segment with plans to double head count in Washington by year's end.

RIAS JUN 30, 2014
Billion-dollar teams inch into indie market

With improvements in technology and compensation models, independent firms are narrowing the gap in the competition for the biggest talent on Wall Street.

RIAS JUN 30, 2014
Kitces, Alan Moore to launch XY Planning Network

New network will support advisers who work with Generation X and Y clients

PRACTICE MANAGEMENT JUN 30, 2014
J.P. Morgan Securities goes on recruiting offensive

Firm signs on to broker protocol as it moves to make sure its name is more prominent in the eyes of top advisers.

PRACTICE MANAGEMENT JUN 29, 2014
The rise of the young firm owner

The trend of young planners turning into firm owners is just beginning. Here is one planner's story.

PRACTICE MANAGEMENT JUN 29, 2014
Tackling the challenge of relocating

BROKER DEALERS JUN 29, 2014
Don't get stuck with a B-D lemon

PRACTICE MANAGEMENT JUN 29, 2014
Transitioning from student to employee poses challenges

PRACTICE MANAGEMENT JUN 29, 2014
Summer of change comes with anxiety, excitement

PRACTICE MANAGEMENT JUN 27, 2014
Fidelity teams with CFP Board on career center to bring students, firms together

In effort to boost next gen ranks, industry also needs to dispel 'Wolf of Wall St.' perception, Fidelity study finds.

PRACTICE MANAGEMENT JUN 27, 2014
Brokers unable to escape their past

As Finra looks to make BrokerCheck more visible, youthful indiscretions come back to haunt some advisers.

PRACTICE MANAGEMENT JUN 27, 2014
Boston firm charged in real estate investment fraud

Regulator says $5 million of investor money lost in tenancy-in-common deals, $9 million siphoned off by principals

FINTECH JUN 27, 2014
Use surveys to build stronger client relationships

A quick questionnaire can let you know how you can improve and shows clients you care.

FINTECH JUN 27, 2014
FSI gives revised Finra BrokerCheck link rule the thumbs down

In a new comment letter, the industry group contends that the rule would create undue regulatory costs.

FINTECH JUN 27, 2014
Internet phone: Time to jump on the bandwagon?

VoiP phones are tremendously flexible but not necessarily right for everyone.

FINTECH JUN 27, 2014
Firms line up to donate software to college financial planning programs

Texas Tech University receives more than $6 million in annual software licenses for its next generation planners.

RETIREMENT PLANNING JUN 26, 2014
As more states recognize gay marriage, planning traps still await couples

Supreme Court could agree to rule on one of many appeals cases by this summer, and largely clear things up.

PRACTICE MANAGEMENT JUN 26, 2014
Gay Marriage