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FINTECH MAR 23, 2014
Respect for tech puts firm on path to success

This top performer treats technology with the same importance with which it treats clients.

RETIREMENT PLANNING MAR 23, 2014
Former service rep now gives advice

April Peterson is finding the business a little stressful but she's having an impact on clients' lives.

PRACTICE MANAGEMENT MAR 23, 2014
Depth of analysis for every client

Clark Harris is looking forward to being part of client review meetings despite long hours.

PRACTICE MANAGEMENT MAR 23, 2014
Refining the art of networking

Michael Blumreich is learning that 'there's never a dull moment.'

PRACTICE MANAGEMENT MAR 23, 2014
Create value with a strategic alliance

Developing a team of experts to provide comprehensive financial planning can lead to referrals.

PRACTICE MANAGEMENT MAR 23, 2014
'Skin in the game' makes it personal

Matt Romeo goes from overwhelmed to knowing 'what's normal around here.'

PRACTICE MANAGEMENT MAR 22, 2014
Financial adviser: Maybe not the sexiest job, but among the best paying

New professionals need to pay their dues but in time, salaries can reach deep into six figures.

PRACTICE MANAGEMENT MAR 21, 2014
Identifying and attracting the next generation of advisers

If we know the genetic code we're searching for, we then need to locate people who have it and have a strategy to get them to consider the opportunity

PRACTICE MANAGEMENT MAR 20, 2014
Financial adviser bracketology

You have to ask yourself do you want to surround yourself with the right players, the right farm team, the right recruiting, the right coach to help you have consistent results like Tom Izzo or Mike Krzyzewski, or do you want to be a Wichita State? Are you trying to be the star player or one with just flashes of brilliance?

OPINION MAR 20, 2014
Don't be that guy on Facebook

Marketing inequality In financial planning firms is growing
EQUITIES MAR 20, 2014
Marketing inequality In financial planning firms is growing

PRACTICE MANAGEMENT MAR 19, 2014
Wells Fargo gets aggressive to help advisers protect assets of elderly clients

Take Five interview with Ronald Long, head of Wells Fargo's new Elder Client Initiatives

RIAS MAR 19, 2014
The adviser industry is shrinking (and why that's a good thing)

Just like in every industry, there is a natural evolution of growth, maturity and then a disruption or tipping point, often caused by technology, that transforms it to take on a different shape and direction.

RIAS MAR 19, 2014
An open letter to Next Generation financial advisers

“The times they are a'changing.” So said Bob Dylan in 1964. I am fairly certain he wasn't talking about the financial services industry, but now 50 years later, his message most definitely applies to our world.

PRACTICE MANAGEMENT MAR 19, 2014
Graying of America means opportunity for young advisers

Advisory business has range of models and roles to fill.

RIAS MAR 18, 2014
IRS chief pushes for comprehensive reform, not piecemeal approach to tax reform

Meanwhile, Ways and Means to send tax extensions bill to full Senate on Thursday.

FINTECH MAR 18, 2014
Want an app? There's an app for that

Custodians and broker-dealers lend support for advisers seeking to launch their own mobile app

RIAS MAR 18, 2014
Oregon advisers blaze their own trail

Team from Merrill Lynch that advises on $700M in assets forms RIA partnership.

PRACTICE MANAGEMENT MAR 18, 2014
Advisers eyeing Pimco carefully in wake of upheaval

Advisers are anxiously watching to see if the fund giant's recent management upheaval masks broader problems that could impact performance. Few are cutting and running. Yet.

PRACTICE MANAGEMENT MAR 18, 2014
UBS acquires $2.6 million Beverly Hills team from Merrill Lynch

Two Grueninger Group principals and an associate make the move.