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PRACTICE MANAGEMENT APR 08, 2014
Client's got stars in his eyes? Insist on a prenup

Premarital agreements on the rise, and they're no longer just for the wealthy.

FINTECH APR 08, 2014
Tech firms integrating systems to improve adviser workflows

Four companies working to unify products to better meet adviser needs; system due out later this year

RIAS APR 08, 2014
Divorce planning sheds its ambulance-chaser image

Niche is attracting more advisers looking to add to their service offerings.

PRACTICE MANAGEMENT APR 08, 2014
Who's your dream client? Time to figure it out

Only 25% of financial advisers have formally defined who their ideal client is, a Financial Planning Association study found. Of those who have defined their ideal client, only 38% say a majority of their clients actually fit that profile.

PRACTICE MANAGEMENT APR 08, 2014
Grieving clients need more than tissues

Advisers need to find ways to show empathy for more than just widows and widowers, but divorcees and parents.

FINTECH APR 07, 2014
Wearable devices edge into the adviser space

Online adviser Personal Capital announces an app for smartwatches, and the advice industry ponders the future of wearable technology in client service.

PRACTICE MANAGEMENT APR 07, 2014
ING becomes Voya Financial

Financial services giant finally makes its re-branding effort official

FINTECH APR 07, 2014
How Lewis' "Flash Boys" will impact the financial advisory industry

There are good books that make you think differently about the world, and occasionally great books that really make you question the underpinnings of what you think reality is. The new Michael Lewis book, “Flash Boys,” falls into the latter camp.

FINTECH APR 07, 2014
Morningstar's ByAllAccounts deal could give it big edge with advisers

Acquisition could put the fund tracker in the lead of the portfolio accounting and reporting business.

FINTECH APR 07, 2014
SunGard enhances WealthStation platform for 401(k) advisers

Designed to help retirement plan advisers gain clients as demand for fiduciaries grows

PRACTICE MANAGEMENT APR 06, 2014
Client concierge frees up advisers

PRACTICE MANAGEMENT APR 04, 2014
Payouts on the rise for wealth management executives

Executives across the industry, from wirehouses to independent and regional firms, are enjoying fatter paychecks and bigger bonuses as advisers become a more important part of firms' balance sheets. <i>(Don't miss some rather outlandish <a href=&quot;http://www.investmentnews.com/gallery/20140324/FREE/324009999/PH&quot; target=&quot;_blank&quot;>top executive benefits</a>.)</i>

FINTECH APR 03, 2014
Redtail, Riskalyze announce integration

New software partners now sync assets and risk score on a nightly basis.

FINTECH APR 03, 2014
STUDY GROUP/DISRUPTIVE PRACTICE

FINTECH APR 03, 2014
Five ways technology will change the office of the future

Financial advisers will have new ways to manage data and gauge clients' emotions, thanks to new tech developments

RIAS APR 03, 2014
How to scale your advisory practice effectively

Stanford professors offer tips on replicating excellence in business

PRACTICE MANAGEMENT APR 03, 2014
The future of adviser benchmarking

The original Moss Adams compensation and staffing study has been enhanced for today's advisers' needs

PRACTICE MANAGEMENT APR 02, 2014
New York state budget could overhaul existing estate tax rules

Advisers urge clients to think carefully before reacting to Gov. Cuomo's latest proposal

PRACTICE MANAGEMENT APR 02, 2014
5 things to consider when making promises to clients

Few advisers actually consider how they'll deliver.

RIAS APR 02, 2014
Two independent advisers managing $350 million join Focus Financial-based firm in Mass.

Donald Carman and Michael Hickey move to Atlas Private Wealth Management, dissolve previous firm.