Could a wave of retirements open unprecedented opportunity for minorities?
A group of women advisers contend that a $39 million payout will actually reinforce policies allegedly tied to gender discrimination.
Not satisfied just setting up meetings and answering phones, financial planning student Leah Manderson found a way out of the need-experience-to get-experience Catch-22.
David Einhorn, who runs a $10 billion hedge fund, seems to think it's time to start shorting some of the "cool kid" companies that are valued more on buzzwords than on revenue or profits. The question is whether he has picked the right moment.
Debate continues about whether it is best to utilize a bundled solution or choose best-of-breed technologies. Proponents of bundled solutions are attracted by the concept of a one-stop shop. Bundled solutions can offer seamless integration and one source for support. There is also the potential for cost savings when buying multiple components from one provider.
Joint venture integrates re-balancing software with portfolio management platform
NAPFA chief executive cites 'lack of clarity' as industry looks for CFP Board to take lead.
Kitces digs into recent news that advisers won't be dinged for client reviews on third-party websites
Financial advisers who receive a negative review online should stay calm and respond, experts say.
<i>Breakfast with Benjamin:</i> The truth of the housing market is about to hit. Plus: A fresh batch of market data to start your week; the rich have gotten richer since the financial crisis; stocks are being called overpriced; and why working for a hedge fund is better than working at your company.
Putting the relationship between stress and health into clear perspective for advisers.
Gauging the value of your online presence, in particular efforts around a web site, social networking and blogging, can be a moving target. One of the top questions heard regularly is “How do I know if this is working for me?”. The answer lies in large part in analytics.
Privacy and security are recurring and critical themes in our ever-expanding digital and social-media landscape. Addressing this topic and tasks head on will vastly increase your safety online, enabling you to engage with your clients and connections more securely, as well as boosting your compliance program even further.
Number of advisers that average household uses tops three; many in the market for more help.
Weaknesses found in way agency authenticated users, authorized access and encrypted data.
Procrastination can reach into many areas of people's financial lives, from mortgages to financial planning and retirement. Here are some ways to nip it in the bud,
When the need to accumulate money becomes an investor's sole preoccupation, chances are it is a case of "wealth addiction." Find out how advisers have steered clients back from the brink to healthier lifestyles.
Parent Capital Group says has no information indicating client accounts hacked.
Three trends creating the greatest potential and impact in the near term center around industry consolidation, human capital and the maturing of the advisory industry.
Client segmentation may make business sense, but it defies common client-servicing sense
