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FINTECH APR 18, 2014
Giving yourself the gift of technology

Sometimes all you need is some faithful gadgets and you do something completely irresponsible.

PRACTICE MANAGEMENT APR 18, 2014
Wirehouses, RIAs benefit from bonus disclosure at expense of smaller B-Ds

The <a href=&quot;http://www.investmentnews.com/article/20140310/FREE/140319990&quot;>proposed Finra bonus disclosure rule</a>, which could curtail the size of mushrooming recruiting packages, exposes a chasm in the advisory industry, pitting smaller broker-dealers against large wirehouses and RIAs.

RIAS APR 18, 2014
Advisers' enemy: Time management

Firm owners need to learn to delegate tasks and take advantage of workflow efficiency.

RIAS APR 18, 2014
How to attract prospects who are right under your nose

Elusive new prospects are closer than you think &amp;ndash; two advisers find success incorporating hobbies and COI.

PRACTICE MANAGEMENT APR 18, 2014
High performers pitch well, run a tight ship, Fidelity survey finds

Advisory firms that stay focused on niche and make best use of staff grow faster and most profitably.

PRACTICE MANAGEMENT APR 18, 2014
Advisers plan to focus on efficiency, but can I suggest another goal?

Here's a worthy resolution: Work on doing more to attract younger clients.

PRACTICE MANAGEMENT APR 17, 2014
All stressed up and nowhere to go

Studies have described the emotional and psychological stress that being a financial adviser entails. When one chooses this profession, there are ongoing, job-related stressors that must be addressed to function efficiently and prevent burnout.

FINTECH APR 17, 2014
Can you unplug for 24 hours?

Advisers are notoriously plugged into their devices. Sheryl Rowling, for one, can't even resist Wi-Fi on a plane, so can she stay unplugged for 24 hours? Can you? Get set for the National Day of Unplugging.

RIAS APR 17, 2014
The new rules of adviser compensation

Tibergien, Palaveev, Pomering Reveal Benchmarking Best Practices at InvestmentNews/Moss Adams Event

Why young financial advisers need mentoring
PRACTICE MANAGEMENT APR 17, 2014
Why young financial advisers need mentoring

A panel of financial staffing and career experts agree: mentoring is pivotal to the development of NextGen advisers. But what makes it such a critical part of adviser success?

RIAS APR 16, 2014
A four-way duel among robo-adviser biz models: Which is best?

Breaking down the big categories of online financial advice including what they offer and how much it costs.

PRACTICE MANAGEMENT APR 16, 2014
Advisers say clients are calm, cool as market crumbles

Long-term outlook is still bullout even as correction gets nasty; volatility not a surprise

PRACTICE MANAGEMENT APR 16, 2014
Where are the female CFP professionals?

CFP Board to announce results of new research on &#8220;feminine famine&#8221; in financial advice

OPINION APR 15, 2014
As clients' time gets crunched, video conferencing grows up

The requisite in-person client meeting has given way to more frequent virtual meetings; many services are available to provide the technology.

PRACTICE MANAGEMENT APR 15, 2014
Advisers generating less revenue from each dollar managed

Fee pressures, lower rates blamed for the two-year decline.

PRACTICE MANAGEMENT APR 15, 2014
SEC tags Transamerica Financial Advisors for miscalculating fees, overcharging clients

Regulator says more than 2,300 current, former clients affected; firm pays $1.1M in restitution, fine.

FINTECH APR 15, 2014
Why compliance is the "Green Eggs and Ham" of financial services

Following the rules while using social media is not as hard as you think. Try it. You might like it.

FINTECH APR 15, 2014
Where your young boomers prospects are going for advice

Investors across all wealth tiers are more accepting of online advice models, such as self-directed platforms, Cerulli reports.

FINTECH APR 15, 2014
Embrace, don't fear, the 'robo-adviser'

Although the term &#8220;robo-adviser&#8221; immediately conjures images of Arnold Schwarzenegger (think Terminator, not governor), the truth is that robo-advisers are more likely to be an adviser's friend than foe.

RIAS APR 14, 2014
Envestnet aggressively taking market share from wirehouses

CEO says majority of high net worth clients will move toward independent advisers