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Tibergien calls for lower temperatures in “fee-only” debate
PRACTICE MANAGEMENT OCT 16, 2013
Tibergien calls for lower temperatures in “fee-only” debate

"Real issue" is fee transparency and conflicts of interest, Pershing Advisor Solutions CEO says.

PRACTICE MANAGEMENT OCT 16, 2013
"Commission-only" planners could be next group out of pay compliance

About 900 CFP holders who call themselves commission-only planners could run into trouble if their firms earn fees. It's the mirror image of the fee-only pay scrape. Dan Jamieson reports.

PRACTICE MANAGEMENT OCT 15, 2013
First Allied launches website for succession planning

Center will help advisers ID acquisition and succession partners, track progress

PRACTICE MANAGEMENT OCT 15, 2013
5 things every adviser should know about the debt ceiling, shutdown

Top concerns that might be most pressing to financial advisers' clients.

PRACTICE MANAGEMENT OCT 15, 2013
Making new employees part of the team

Integrate advisers by addressing these internal and external challenges.

PRACTICE MANAGEMENT OCT 15, 2013
A 7-step process for building a powerful web presence

Process is everything when it comes to an effective online strategy.

PRACTICE MANAGEMENT OCT 15, 2013
When's the perfect time to exit the business?

What's the magic age at which advisers should retire? One expert says early and internal succession results in the biggest payout. Liz Skinner reports.

PRACTICE MANAGEMENT OCT 15, 2013
Why advisers are skipping succession planning

Fears of client defections, firm undervaluation keep advisers from planning their exits.

PRACTICE MANAGEMENT OCT 14, 2013
What it takes to be an entrepreneur and build a great business

All happy brokers say similar things, but every unhappy broker is unhappy for a different reason.

PRACTICE MANAGEMENT OCT 13, 2013
Quarter of investors lack a financial plan, survey shows

Some are surprised by the numbers, but others see progress.

FINTECH OCT 13, 2013
Spend money to make money

Boosting revenue drives profitability better than decreasing expense.

FINTECH OCT 13, 2013
The 'why' and 'how' of blogging

Dig deep to figure out the reason behind pursuing a web strategy.

ALTERNATIVES OCT 13, 2013
Soaking the rich is institutionalized

Bruce Kelly sheds light on the sleight of hand that investment banks and wirehouses play when charging fees to the very rich for investment advice.

FINTECH OCT 11, 2013
Get comfortable meeting with clients virtually

FINTECH OCT 11, 2013

FINTECH OCT 11, 2013

FINTECH OCT 11, 2013
Get comfortable meeting with clients virtually if you want to compete

A more efficient setup still allows for personal connection — and for nationwide referrals.

FINTECH OCT 11, 2013
3 ways for advisers to make the most out of mobile

It's a wild mobile world out there. Make sure you and your firm are up to its challenges.

FINTECH OCT 11, 2013
Tech lessons from pop culture

Advisers are best equipped to identify technological opportunities that facilitate a better client service experience. Unfortunately, ideas are the easy part. Alex Murguia offers some tips and ideas inspired by popular culture.

PRACTICE MANAGEMENT OCT 11, 2013
Quarter of investors have no financial plan and don't expect to have one

Some are surprised by numbers but others see progress.