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FINTECH MAY 28, 2014
New LinkedIn program offers compliance with SEC and Finra regs

Actiance, Erado, Global Relay, Hearsay Social, Smarsh and Socialware join new program.

FINTECH MAY 28, 2014
Computers and complexity

Computers are great. They are ubiquitous, affecting everything we do. They allow us to be more efficient, to multitask, to handle more complexity, but Sheryl Rowling still can't decide whether or not that's a good thing.

Wells Fargo signs $1.5 billion Michigan team
PRACTICE MANAGEMENT MAY 27, 2014
Wells Fargo signs $1.5 billion Michigan team

Trio previously worked at J.P. Morgan Private Client Service Group.

PRACTICE MANAGEMENT MAY 27, 2014
Warning signs your client has dementia

EQUITIES MAY 27, 2014
When searching for investment advice, consumers are drawn to the alphabet soup of credentials

<i>Breakfast with Benjamin:</i> Consumers drawn by alphabet soup of adviser credentials. Plus: Job cuts continue at Barclays, pushing for nationwide fracking, a big retirement risk, commodity hedge funds take a beating, and another smidgen of bad news for the IRS.

PRACTICE MANAGEMENT MAY 27, 2014
Providing specialized advice to single parents

Advisers can be a critical guide in securing financial health during transition

RIAS MAY 27, 2014
Tech-savvy young planners band together to share the wealth

'FP Hackers' brainstorm issues facing new businesses &amp;mdash; and even refer clients to one another

OPINION MAY 25, 2014
Rethinking traditional risk questionnaires

There are other, more effective approaches to helping clients realistically assess their risk tolerance

PRACTICE MANAGEMENT MAY 25, 2014
Addressing client dementia

Advisers should look for patterns and have a process in place.

RETIREMENT PLANNING MAY 23, 2014
Baby boomer, Gen X women fear not having enough retirement savings

Congresswoman encourages growth in number of female financial advisers.

PRACTICE MANAGEMENT MAY 23, 2014
4 reasons you keep losing your best employees

High employee turnover is brutal for a service business such as financial advice. Joe Duran on how to create a dynamic culture within your office.

PRACTICE MANAGEMENT MAY 23, 2014
Is your firm optimally staffed?

RIAS MAY 23, 2014
The adviser of the future: 3 trends of tomorrow

The future of business is being determined at breakneck speed. Joe Duran says that the companies of tomorrow are tapping into a few deep-seated human desires today.

BROKER DEALERS MAY 23, 2014
Erica McGinnis' big plans for Advisor Group are taking shape

PRACTICE MANAGEMENT MAY 22, 2014
Five reasons succession plans fail

You have the dusty binder on a shelf somewhere. But if you think you're finished, think again. Here are some ideas for avoiding the common pitfalls that businesses face during family transitions.

BROKER DEALERS MAY 22, 2014
Erinn Ford named president of Cetera Advisors

Move is the latest in a series of management changes at Cetera Financial Group.

PRACTICE MANAGEMENT MAY 22, 2014
Behavioral finance gaining traction on the conference circuit

Behavioral finance is the hot topic at financial advisory conferences.

EQUITIES MAY 22, 2014
Ukraine's new resistance to Russia draws attention back to the macroeconomic fallout

<i>Friday's menu:</i> Ukraine heats up and fund winners and losers come into focus. Plus: Fed-speak clarity: an oxymoron? Bank loan funds fall victim to Fed policy, Obamacare drags us back to the 1950s and banks square off with Big Labor in Vegas.

PRACTICE MANAGEMENT MAY 21, 2014
Allison Couch rejoining the AIG Advisor Group

Moving in to new position as executive VP for national sales.

PRACTICE MANAGEMENT MAY 21, 2014
Advisers are like doctors: Meir Statman

At NAPFA conference, behavioral finance expert says, 'Treat your clients like kids'