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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

PRACTICE MANAGEMENT MAY 14, 2014
Understanding your clients: The last competitive advantage

What do ancient cave dwellers, Pablo Picasso and Eric Clapton have in common? And how will the answer help you build your business.

FINTECH MAY 14, 2014
Are these 'must-have' elements on your website?

Keep it simple when establishing credibility and connecting with clients online, experts say.

PRACTICE MANAGEMENT MAY 14, 2014
Merrill Lynch advisers embrace a goals-based investing approach

BROKER DEALERS MAY 13, 2014
Donald Runkle, ex-chief compliance officer for Raymond James Financial Services, joining law firm

Plans to help Edgerton & Weaver, which specializes in representing B-Ds, RIAs and registered reps, build its consulting business.

PRACTICE MANAGEMENT MAY 12, 2014
Just because you can work doesn't mean you should

When you're sick and need to stay home, unplug and focus on you rather than your job.

WOMEN ADVISOR COMMUNITY MAY 12, 2014
10 reasons this is a great economy for female advisers

Women can readily adopt the skills necessary to work effectively with clients today

PRACTICE MANAGEMENT MAY 12, 2014
When love won't keep them together

With the number of late-life divorces expected to surge, advisers, attorneys and tax experts face new pressures to ensure sustainable retirement income for clients.

PRACTICE MANAGEMENT MAY 12, 2014
Restoring investors' confidence in the markets

The president of the North American Securities Administrators Association discusses what the financial industry needs to do to rebuild client trust.