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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.

FINTECH JAN 20, 2014
Technology dilemma for advisers: Better software, tougher choices

What were once considered extra features have now become as much of a must-have as the seat warmers on new cars.

FINTECH JAN 20, 2014
Defeating robo-advisers will take more than a pulse

At this week's T3 conference, digital disruption evoked both fear and complacency. The mere fact that you're human being isn't a sustainable competitive advantage. But that's not the whole story. Can robo-advisers be defeated, and should they be?

PRACTICE MANAGEMENT JAN 20, 2014
Generating client leads online: Give it away

Making free but valuable content available to potential prospects is the key, panel says

FINTECH JAN 19, 2014
Seizing opportunities in social media

BROKER DEALERS JAN 19, 2014
Compliance efforts help some independent broker-dealers avoid regulators

RIAS JAN 17, 2014
Breaking up is hard to do – especially in business

The best way avoid a split is to have a longer &quot;courtship.&quot;

PRACTICE MANAGEMENT JAN 16, 2014
DC: No country for non-specialists