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RIAS DEC 03, 2013
Measuring the metrics that matter in the RIA world

You have probably read a lot about “big data” and a whole industry that helps businesses get a handle on measuring “metrics that matter.” One of the keys to success for an RIA is knowing both what to measure and how to measure it.

EQUITIES DEC 02, 2013
Markets are poised for 'Santa rally' and 'January effect'

Markets are poised for the Santa rally and January effect. Also in today's Breakfast with Benjamin: Cyber Monday becomes Cyber Week, global factory growth, CEO pay and stock performance, and financing 'The Twelve Days of Christmas.'

PRACTICE MANAGEMENT DEC 02, 2013
Social Security's 50 shades of gray

Retirement benefits and survivor benefits represent two different pots of money. Even if a spouse claims reduced Social Security retirement benefits early, her survivor benefits will not be reduced, as long as she is at least full retirement age when she collects them.

FINTECH DEC 02, 2013
Spend more to make more

Expanding your bottom line by increasing your technology spend.

NaviPlan gets a new look
FINTECH DEC 02, 2013
NaviPlan gets a new look

Features include insurance tool, cash-flow engine and 'modern' client reports.

FINTECH DEC 02, 2013
Mobile addition to Zywave's Advisor Briefcase

Marketing and client communication tool now an app for smartphones and tablets.

PRACTICE MANAGEMENT DEC 01, 2013
Grooming heirs is a continuous process

FINTECH DEC 01, 2013
How advisers can stand out in the sea of sameness

PRACTICE MANAGEMENT DEC 01, 2013
Young advisers can teach a thing or two

FINTECH DEC 01, 2013
IN Voices

FINTECH DEC 01, 2013
Innovation drives results

Record keeping, color coding and cloud computing help one firm add a personal touch to client relationships.

PRACTICE MANAGEMENT DEC 01, 2013
When hiring, consider what NextGen wants

Live from <i>IN</i> Best Practices Workshop: 'Compensation is not always a motivating factor'

PRACTICE MANAGEMENT DEC 01, 2013
Millennials want mentoring, expert says

Advisers have an opportunity, as long as they don't question the questions.

RIAS NOV 30, 2013
Gold's luster going from bad to worse

Plus: How-to for advisers going solo, global investors bail on Obama, deflating market bubble babble

PRACTICE MANAGEMENT NOV 27, 2013
Thanks and giving from a coach to an adviser

Being thankful is not enough, we need to pay it forward.

PRACTICE MANAGEMENT NOV 26, 2013
Advisers falling short when it comes to talking philanthropy with clients: Survey

Though most advisers do address giving, many clients walk away unsatisfied

PRACTICE MANAGEMENT NOV 25, 2013
inStream moves to for-pay model as it expands financial planning platform

New tools include improved daily alerts and Wade Pfau's 'safe savings rate' function.

FINTECH NOV 25, 2013
3 technology tools for which I am most thankful

Although I say that technology can be my best friend and my worst enemy, I have to admit that it has truly enabled a better life and a more successful career.

RIAS NOV 25, 2013
A new way for advisers to attract clients?

The AdviceIQ site features profiles and rankings of about 2,600 financial advisers from 27 broker-dealer firms, detailing their assets under management, client characteristics, mission and contact information.

FINTECH NOV 25, 2013
New tool simplifies helping clients prioritize their financial goals

Plus a look at how Apple's latest product event could affect advisers, and how to spice up client surveys.