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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.

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