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FINTECH DEC 06, 2013
Technology horror stories

Halloween is approaching and that means it's scary movie season. For many RIA firms, though, technology horrors aren't reserved for October. Check out some cautionary technology tales from the crypt.

FINTECH DEC 06, 2013
Build versus buy, that is the technology question

Why RIA firms probably shouldn't try to become software companies — unless they want to become software companies.

RIAS DEC 05, 2013
Self-employed clients still need to save

Business owners often save less for retirement; advisers can help them diversify beyond the store.

ALTERNATIVES DEC 05, 2013
Having the alternatives talk with clients

Advisers share their tips on how to broach the subject of new asset classes and strategies

BROKER DEALERS DEC 05, 2013
Changes expected as Finra weighs controversial broker-comp rule

Wirehouses largely back recruiting incentive regulation but IBDs oppose it.

FINTECH DEC 05, 2013
Fidelity opens mobile check deposits to advisers, B-Ds

Institutional users now caught up to retail customers who have embraced the technology.

PRACTICE MANAGEMENT DEC 04, 2013
Serving the high-anxiety client

Stress and anxiety are at all-time highs among investors in the United States, which can make it difficult to work with clients who are overwhelmed by lurching from crisis to crisis. There are some things advisers can do to help stressed-out clients though, such as focusing on the big picture, said John Diehl, senior vice president of the Hartford Funds.

FINTECH DEC 04, 2013
On social media, can wirehouses, regional broker-dealers catch RIAs?

As technology improves and compliance fears ease, more firms are drafting more liberal policies for LinkedIn, Facebook — even Twitter

FINTECH DEC 04, 2013
Popular planning software aims to streamline financial plan creation

Plus a look at a startup challenging video conferencing giants and how Junxure's cloud-based CRM is shaping up.

FINTECH DEC 04, 2013
Getting the biggest technology bang for your bucks

<i>The following is an edited transcript of the July 19 webcast &#8220;Adviser Tech 2012: What Should You Buy Next?&#8221; <a href=http://www.investmentnews.com/dcce/20110719/18/18/ACTIVE_WEBCAST/2590580>Listen to the archived version here.</a> The webcast was moderated by </i>InvestmentNews<i> technology reporter and columnist Davis D. Janowski.</i> The panelists were Jude Boudreaux, Founder and Owner of Upperline Financial Planning LLC, Sabrina F. Lowell, Associate Adviser, Mosaic Financial Partners, Inc., and LeGrand S. Redfield, Jr., President, Asset Management Group, Inc.</i>

FINTECH DEC 03, 2013
3 ways to bring people to your blog

Josh Brown on how best to use social media to broadcast your content and make it easy for readers &amp;mdash; and clients &amp;mdash; to find you again and again.

RIAS DEC 03, 2013
A sharp eye on company risk

Advisory firms &#8212; particularly large and growing ones &#8212; are considering the addition of a chief risk officer to stay on the level.

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

You have probably read a lot about &#8220;big data&#8221; and a whole industry that helps businesses get a handle on measuring &#8220;metrics that matter.&#8221; 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