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PRACTICE MANAGEMENT MAY 21, 2014
Advice business lags behind comparable careers in hiring women

Data show that old arguments about 'numbers' or 'selling' dissuading women from this career don't add up.

FINTECH MAY 21, 2014
Is it time for a new CRM?

A cost-benefit analysis reveals important considerations in switching hub systems.

PRACTICE MANAGEMENT MAY 21, 2014
Blogger Kitces stokes debate over CFP Board compensation definitions

In taking organization to task, commentator says virtually all advisers fall under 'commission and fee' label.

PRACTICE MANAGEMENT MAY 21, 2014
New CFP Board chairman stands firm on fee-only definition, sets goals for group's growth

Stance puts organization at odds with NAPFA, an organization made up of fee-only planners that allows its members to own up to 2% of a financial company that charges commissions.

PRACTICE MANAGEMENT MAY 20, 2014
A fiduciary standard? Don't hold your breath

Securities and Exchange Commission member Daniel Gallagher doubts that his agency will propose its own rule to raise advice standards for brokers providing retail investment advice.

FINTECH MAY 19, 2014
Reading between the data

Advisers already have the tools to gather information, they just have to learn how to use it.

FINTECH MAY 19, 2014
WORD OF MOUTH OVER SOCIAL

FINTECH MAY 19, 2014
Get more out of your press release (yes, press release) with video

Releases should have no place in a technology blog but they can play an important role in a digital marketing strategy.

OPINION MAY 19, 2014
Twitter evolving; you should, too

Emphasizing visual content will help improve user experience and further drive engagement.

FINTECH MAY 19, 2014
5 SEO tips for financial advisers

Here are some great tips that will help your website rise to the top of the heap in Search Engine Optimization:

RIAS MAY 18, 2014
Federal judge allows fee-only case against CFP Board to proceed

Camardas can seek monetary damages and pursue anti-trust violations in case in which they are suing the CFP Board for sanctioning them.

PRACTICE MANAGEMENT MAY 18, 2014
CFP board navigates rough seas

Roiled by controversies over compensation disclosure and an attempt to offer its own continuing-education programs, the CFP board is forced to adjust.

PRACTICE MANAGEMENT MAY 16, 2014
U.S. employment headed for "breakout year" as companies add to payrolls

With U.S. and European economic fears at bay, the labor-market rebound could add the most jobs in 15 years.

PRACTICE MANAGEMENT MAY 16, 2014
What clients want: Transparency

Financial professionals must find better ways to let clients know why they charge what they do in fees, and why they're worth it.

PRACTICE MANAGEMENT MAY 16, 2014
Private equity funds are on the prowl

If you have a vision for growth, and are prepared to be transparent and to give up some control, an equity partner might be the right choice.

PRACTICE MANAGEMENT MAY 16, 2014
Tall tales are a red flag for regulators

Advisers are sure to get a visit if they exaggerate numbers or make dubious statements in advertising.

FINTECH MAY 16, 2014
Ranking the industry's top tech vendors

TDAI has named the the six top tech picks for its Veo platform. The first-time award program recognizes technology firms that maximize the open access platform.

PRACTICE MANAGEMENT MAY 15, 2014
David v. Goliath: A Detroit entrepreneur offers an alternative to Square

Pressure is rising on the founder of Twitter to find an exit for his groundbreaking mobile payments technology company. Meanwhile, a competitor ramps up.

FINTECH MAY 14, 2014
Bank of America doubling down on Merrill Edge

The banking giant is hiring almost twice its current contingent of 1,700 to serve clients with less than $250,000 in investible assets.

FINTECH MAY 14, 2014
Tackle those social-media faux pas