Today: What hedge funds fleeing the market means. Plus, buck up, investment banker bonus week is here; building your own mutual fund; clean energy stocks; getting the most out of Siri; and more.
Phil Cunningham joins firm that is behind NaviPlan and NaviPro.
Morgan Stanley and Merrill Lynch say the days of paying big bonuses to lure each other's brokers and keep their own in place may be ending.
You know who they are and you know they are holding back your practice. Here's some simple steps to improve your staff and start fresh in 2014.
Calculating optimal portfolio allocations requires a combination of art and science, or truly, opinion and software.
How one adviser plans to improve in the new year.
In 2014, Wells Fargo & Co. will require more revenue and set new targets for its largest group of advisers but will also give them more ways to top the hurdle.
For Mary Beth Storjohann, one of the best parts about being a young, independent RIA is being able to make her own schedules, which allows her to be flexible in meeting with clients and in living a balanced life. Check out how she does it.
United Planners Financial Services, an independent broker-dealer, is in the early-launch phase of a document management software venture called Cleverdome. The venture offers two middleware solutions, Media Integrated View Unification and Source of Accurate Record, which allow brokers to view and manage documents in the cloud.
Understanding someone's technology explains more about their business than AUM ever could.
With hurricane season upon us once again, it is important to remember one of the enduring lessons of Hurricane Sandy: Natural disasters no longer discriminate on the basis of geography.
Advisers need to watch that clients do not inadvertently inflate their income and Medicare costs
Jazz up plain-vanilla PowerPoint slides with video, graphics.
From ignoring social media to being unable to delegate, here are traps advisers need to avoid in 2014 if they want any chance to thrive
Computers and the internet have changed everything, not only for us but for the “NextGen” as well.
The New York-based trio works with more than 2,000 clients and plans to grow
Mary Beth Franklin passed the Certified Financial Planner Board of Standards Inc.'s certification exam. But unfortunately, you can't call her a certified financial planner — and probably never will.
Now is a good time to ask two important questions. First, do your clients really appreciate you? Second, do your clients know how much you really appreciate them?
Whether it's the time you spend or the content you post, you need to think long and hard before jumping in.
