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FINTECH JAN 26, 2014
Timing your blog post to have maximum punch

RIAS JAN 23, 2014
Financial adviser job loses a little luster

The financial adviser job slips further down the list of top 100 jobs to No. 41, although the profession is still a stand-out for opportunity and work-life balance. Liz Skinner has the reaction. <i>(See also: <a href="//www.investmentnews.com/gallery/20140123/FREE/123009999/PH&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">The 10 best business jobs of 2014</a>)</i>

PRACTICE MANAGEMENT JAN 23, 2014
LPL tops breakaway brokers' bucket list

LPL Financial is the top destination for brokers who are thinking about leaving their current firms within the next two years, according to new research. How does the rest of the industry stack up?

ALTERNATIVES JAN 23, 2014
Bill Gross quacks the whip on other rich folks

What you need to know to get your Friday morning off to the right start, from InvestmentNews senior correspondent Jeff Benjamin. Today: Bill Gross quacks the whip, look out for the next housing bubble and what's happening to the Euro?

PRACTICE MANAGEMENT JAN 23, 2014
Keep an eye out for bad blood among kin

Advisers should look for and address family issues that could derail planning.

FINTECH JAN 22, 2014
'Bring your own device': Advisers adopt centralized mobile device management

Advisory firms are using secure BYOD software as use of personal smartphones and tablets grows.

FINTECH JAN 22, 2014
Trend spotting: New wealth management competition from unexpected places

Your new competition for wealth management clients can come from anywhere, according to marketing and tech maven April Rudin.

FINTECH JAN 22, 2014
Microsoft Excel in the age of Big Data

How are traditional data tools adapting to this bold new era of BIg Data?

FINTECH JAN 22, 2014
Raymond James advisers employ new financial planning software

A little more than a year after Raymond James introduced its Goal Planning and Monitoring software powered by MoneyGuidePro to its advisers, the firm reports that the software has been used to create 50,000 financial plans.

FINTECH JAN 22, 2014
Schorsch's RCS Capital signs smart-data lead generation deal with Vestorly

As it pursues a series of broker-dealer acquisitions, RCS Capital Corp. has signed on with smart-data technology startup Vestorly in a digital-marketing deal designed to connect brokers with client prospects.

FINTECH JAN 22, 2014
Time to automate your referral process

Less than 10% of advisers actually have a formal referral process that is proactive in nature, have documented steps that can be measured, and a process that is systematized to become a powerful growth engine. Timothy Welsh writes: This needs to change.

Vestorly aims to connect advisers and prospects
FINTECH JAN 22, 2014
Vestorly aims to connect advisers and prospects

The content sharing platform offers advisers insight into potential clients based on their online activity.

EQUITIES JAN 21, 2014
KKR ducks away from the retail market

<i>Breakfast with Benjamin:</i> Private equity giant KKR finds expanding beyond the HNW crowd is not so easy and shuts two retail-focused funds. Plus: Gold jumps on Yellen preview, fund manager changes lead to Morningstar updates, Barclays cuts 12,000 jobs, and another day, another Obamacare delay.

PRACTICE MANAGEMENT JAN 21, 2014
Advisers need younger clients, but aren't reaching out: Survey

Most rely on client referrals for growth, but that doesn't diversify a client base.

FINTECH JAN 21, 2014
What you can learn from tech heavyweight Qualcomm

Make no mistake &amp;mdash; the focus of a technology company has relevance to advisory firms. Just think innovation.

PRACTICE MANAGEMENT JAN 21, 2014
State tax labyrinth awaits same-sex couples

Uneven recognition of same-sex marriage will make for a complicated tax year.

PRACTICE MANAGEMENT JAN 21, 2014
More diversity at advisory firms would be welcome, Edward Jones survey shows

Nearly 80% of black and Hispanic respondents say such a move would better serve clients' needs.

FINTECH JAN 20, 2014
Three LinkedIn best practices

Using the major social-media network for business doesn't have to be complicated.

RIAS JAN 20, 2014
LinkedIn disrupts adviser recruiting

Has LinkedIn changed recruiting at advisory firms? Openings that firms had previously hired third-party recruiters to fill are now routinely posted on LinkedIn, and large companies employ in-house recruiters who scour LinkedIn for candidates.

FINTECH JAN 20, 2014
Bedford Falls Wealth Management: It's a wonderful life for George Bailey, CFP

The story of how George Bailey and his Building and Loan touched and influenced the small town of Bedford Falls and beyond draws strong parallels to the modern-day adviser trying to do what is right for his or her clients while protecting them from the Mr. Potters of the world.