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PRACTICE MANAGEMENT OCT 23, 2013
Desperately seeking retirement advice

More Americans are looking for help but don't know where to turn, TIAA-CREF survey shows.

PRACTICE MANAGEMENT OCT 23, 2013
Morgan Stanley hires two adviser teams managing $678M

The Oklahoma- and Kentucky-based additions hail from rival firms

PRACTICE MANAGEMENT OCT 23, 2013
Raymond James lures adviser team managing more than $1B

The Fort Lauderdale, Fla.-based team joins the firm's independent channel

FINTECH OCT 23, 2013
Personalized service in the digital world

OPINION OCT 23, 2013
Screen-sharing tools improve communication

FINTECH OCT 23, 2013
Stumbling upon a virtual meeting app that rocks

A simple way to improve communication and delight clients.

FINTECH OCT 23, 2013
iPad vs. Surface Pro: Which is best for advisers on the go?

For Sheryl Rowling, there are only three options when it comes to portable computing: An iPad, a Surface Pro, or a laptop. Which works best for you?

FINTECH OCT 23, 2013
Raymond James launches software for advisers to build custom portfolios

Users can plug in the firm's models or use their own.

PRACTICE MANAGEMENT OCT 23, 2013
Small advisory firms could qualify for 50% tax credit on 2014 health care costs

Small advisory firms can qualify for a 50% tax credit on health costs in 2014 through SHOP exchanges. But is the option appealing enough for qualified advisers?

PRACTICE MANAGEMENT OCT 23, 2013
Rx? Health exchanges might work out cheaper for advisory firms

Could cost less to send workers to government exchange, then reimburse them

FINTECH OCT 22, 2013
Are you in control of your data?

With social media, the cloud and third-party data feeds, your network is a lot broader than you think. How can you assemble and make sense of your technology, determine opportunity and risk factors, and provide on-demand reporting?

RETIREMENT PLANNING OCT 22, 2013
Wealthy investors changing definition of age and retirement: Study

Affluent investors embrace a broader definition of youth, changing their retirement needs

PRACTICE MANAGEMENT OCT 22, 2013
Partnership will train new talent

FINTECH OCT 21, 2013
When to embrace (and when to resist) technology changes

Technology is supposed to be ever evolving and ever improving, which is why advisers are encouraged to embrace the next big thing. But that isn't always practical or wise.

EQUITIES OCT 21, 2013
LIVE FROM FPA EXPERIENCE: Advisers must account for portfolio risk

Advisers need to reconsider risk in client portfolios as markets enter what will be a "low return decade" for fixed income investments, according to an industry expert. Liz Skinner reports from FPA Experience in Orlando.

RIAS OCT 21, 2013
LIVE FROM FPA EXPERIENCE: 'Seller beware' atmosphere means need for new client approaches

Traditonally "the seller" has had more information and it's been a "buyer beware" situation, said Daniel Pink, author of "To Sell is Human: The Surprising Truth About Moving Others," at the Financial Planning Association's national conference in Orlando on Saturday. New technology is giving more power to the consumer.

RIAS OCT 21, 2013
LIVE FROM FPA EXPERENCE: Tech integration adds ROI

Financial advisers who integrate technologies will pay more than those who buy separate software solutions, but they stand to gain in annual income as well as future positioning. Liz Skinner reports live from FPA Experience in Florida.

PRACTICE MANAGEMENT OCT 21, 2013
Wells Fargo Advisors lands $1B team

Four-adviser team have combined production of $5.8 million.

FINTECH OCT 20, 2013
Adviser buzz from FPA Experience 2013

A collection of the most influential adviser tweets via the #FPAExperience conference hashtag

OPINION OCT 20, 2013
How to build the perfect niche

For a niche market, you're searching for something more than merely any individual with X number of assets. You're looking for a segment that is receptive to a tailored marketing and advising approach that both educates and meets the needs of the individuals.