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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.

FINTECH NOV 25, 2013
Portfolio management software tiptoes toward the cloud

Plus, how creating investment policy statements and real-time dossiers about clients has gotten much easier.

RETIREMENT PLANNING NOV 24, 2013
Retirement planning is now a family affair

FINTECH NOV 22, 2013
How to choose your next tech tool

Technology is pretty inexpensive but as Dave O'Brien reminds advisers, acquisition is only one step toward tech success.

PRACTICE MANAGEMENT NOV 22, 2013
Don't expect a fiduciary proposal for retirement advisers until next spring, expert says

Other proposals include states requiring small businesses to establish deferred-comp plans.

PRACTICE MANAGEMENT NOV 22, 2013
Being upfront about upfront money

Transition packages are a long-standing industry standard offered to financial advisers changing firms and affiliations.

FINTECH NOV 22, 2013
Thinking transition: Six technology questions all advisers should ask

When an advisor is considering a transition and comparing offers from multiple firms &#8220;technology&#8221; is often cited as a deciding factor and for good reason. A technology migration can often be one of the most time consuming portions of a move. Technology hiccups can also be unsettling if clients get wind of it.

FINTECH NOV 21, 2013
Dreamforce 2013: Technology conference meets music festival

Over 140,000 people registered to attend Dreamforce, a sprawling city-within-a-city that featured high-profile keynote speakers, celebrities, multiple rock bands and a cult-like following of all things enterprise business technology.

RIAS NOV 21, 2013
United Capital's Joe Duran gets attacked in Argentina