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FINTECH JUN 03, 2014
Google+: Ghost town or essential tool?

Depending upon whom you speak with, Google+ can be a ghost town or a key step in the evolution of social media. However, based on a number of shrewd moves in building Google+, the search giant is surging in the field seeking your social attention.

FINTECH JUN 03, 2014
LPL upgrades mobile application

Adviser feedback results in improvements to the app, including secure messaging.

FINTECH JUN 03, 2014
How to use your CRM to increase productivity

How do you gauge your firm's productivity? Don't underestimate the power of leveraging your CRM solution to help gather key performance metrics such as time spent per client, client turnover and more.

PRACTICE MANAGEMENT JUN 01, 2014
How to build a successful team

Delegating, trusting and collaborating are the keys to creating a self-sustaining business.

PRACTICE MANAGEMENT JUN 01, 2014
Questions on third-party RIA audits

SEC Commissioner Daniel Gallagher's proposal that RIAs be required to hire third-party examiners to audit their operations shouldn't be rushed.

PRACTICE MANAGEMENT JUN 01, 2014
Behind the drop in college admission rates

Plus a primer on the increasingly complicated financial aid and application processes.

PRACTICE MANAGEMENT MAY 30, 2014
California financial adviser leaves Beverly Hills bank for RIA

EP Wealth Advisors of Torrance, Calif., has more than $1.6 billion in assets under management.

PRACTICE MANAGEMENT MAY 30, 2014
Wealthy seek to pass on family values through philanthropy

Advisers can use their role to facilitate building generational bonds

FINTECH MAY 30, 2014
Working remotely experiment over: Back home in San Diego

After an extended trip to France, Sheryl Rowling answers the question: Is it possible to work remotely for a month?

FINTECH MAY 30, 2014
How to avoid becoming extinct as technology disrupts wealth management

The advisory community needs to recognize that technology is fundamentally changing the way investors are consuming financial services these days.

FINTECH MAY 30, 2014
'Match.com' for advisers and clients expands to San Francisco

The startup's latest debut follows a successful New York launch

FINTECH MAY 30, 2014
Don't let disruptive technology derail your business

Robo-advisers will “change the way that my business needs to operate,” Fortigent co-founder says.

FINTECH MAY 30, 2014
Does Vanguard pose a threat to advisers?

The fund giant's online advice platform is viewed by some as a threat, but others see it as complementary. Trevor Hunnicutt reports.

PRACTICE MANAGEMENT MAY 30, 2014
Millennials: Young and poor now, but your mainstay clients someday

They may not have money now, but executives say you should get ready for when they do.

OPINION MAY 29, 2014
You have found your first CPA partner … Now what?

Now that you've made the decision to form a revenue-sharing relationship with an accountant, attorney, a P&C firm, or a bank/credit union professional partner, you are undoubtedly thinking about the first steps you should take in establishing this new relationship.

OPINION MAY 29, 2014
How to use CPAs to attract new business

Though the trend of CPAs seeking financial advisory licenses does exist, many successful CPAs believe partnering with top financial advisers is their best way to bring optimum services to their clients.

RIAS MAY 28, 2014
To compete with robo-advisers, Nally proposes charging clients for all services

The head of TD Ameritrade's RIA custodian says advisers should consider fee linked to wealth beyond stocks and bonds

FINTECH MAY 28, 2014
SEC warns investors about pitfalls of Bitcoin

Checkered history, lack of regulation among reasons to be wary of virtual currency, agency says.

FINTECH MAY 28, 2014
Rout in social media stocks crushing ETFs

The falloff in social media stocks is burning investors who piled into one of last year's most popular exchange-traded funds.

FINTECH MAY 28, 2014
Are you stuck in a technology rut?

Taking a hard look at the age-old rule we seem to live by: If it ain't broke, don't fix it.