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PRACTICE MANAGEMENT OCT 08, 2013
More to helping furloughed clients than you'd think

And the pain spreads beyond federal employees.

FINTECH OCT 07, 2013
Technology to boost customer service and lift AUM? It exists.

ByAllAccounts helps capture 401(k) and other similar assets without banging the door down. A win-win?

FINTECH OCT 07, 2013
Using technology to reach out to clients

From mass email to GoToWebinar, what are the best practices?

FINTECH OCT 07, 2013
What's the best software you don't know about?

When it comes to portfolio management tools, there are a lot of options. Sheryl Rowling offers up one of her favorites.

FINTECH OCT 07, 2013
Finect: They have built it (more or less). Will advisers come?

With the launch of Finect into beta, there is a new wrinkle — a new subspecies, really — in the social-media network options for financial services companies.

FINTECH OCT 07, 2013
SEC talks social media and cloud computing security gets clarity

A couple of thought-provoking posts on timely topics

PRACTICE MANAGEMENT OCT 06, 2013
Money isn't everything ...

But the right pay packages help employees and firms excel.

FINTECH OCT 06, 2013
Zywave updates NaviPlan software for advisers

RETIREMENT PLANNING OCT 04, 2013
Will older advisers pay more than younger colleagues for health care coverage?

Small-business health care plans traditionally have based rates on the average age of employees, so that older individuals in a plan benefited from lower rates if there were many younger employees.

PRACTICE MANAGEMENT OCT 04, 2013
Confessions of a liaison between advisers and clients

How one aspiring adviser is coping with the make-or-break first year in the business

FINTECH OCT 04, 2013
How to approach your firm's technology strategy: A guide for non-techies

RIAs must develop a technology roadmap to guide the technology that they implement, but how, why and when?

PRACTICE MANAGEMENT OCT 03, 2013
Client outreach underway as government closes

Client outreach is underway for many advisers now that the government is officially shuttered. And the message appears clear: the length of shutdown will dictate its impact on investment portfolios.

FINTECH OCT 03, 2013
Start ups pitch automated advice at tech confab

Few expect digital disruption from firms targeting not-so-ultra wealthy.

PRACTICE MANAGEMENT OCT 03, 2013
Merrill Lynch, UBS lure new advisers managing $850M

The moves from Morgan Stanley and Goldman Sachs add to a spate of adviser movement

FINTECH OCT 03, 2013
Where's my BloombergBlack?

Promising new online wealth management service axed before reaching market.

PRACTICE MANAGEMENT OCT 03, 2013
Firms giving up the ghost on blocking social media, survey finds

A new survey reveals that firms are ceasing efforts to ban advisers' use of social media. Instead, the battle has shifted to the compliance front.

FINTECH OCT 03, 2013
Technology options expanding

Mix of third-party offerings give independent advisers more choices

FINTECH OCT 03, 2013
Giving advisers a stage to show off

eMoney Advisor's latest platform update gets a test run.

NaviPlan financial planning desktop products to be discontinued
FINTECH OCT 02, 2013
NaviPlan financial planning desktop products to be discontinued

'Product sunset notification' catches at least one user off guard.

FINTECH OCT 02, 2013
Long live Your Silver Bullet

Software developers and integration — the beat goes on with some success.