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The tech survey says ...
FINTECH SEP 06, 2013
The tech survey says ...

Advisers are embracing industry-specific software, but satisfaction levels remain a bit low.

FINTECH SEP 06, 2013
Integration is paying off

PRACTICE MANAGEMENT SEP 05, 2013
Wells Fargo adds advisers managing $966M in assets

Five hires join from rival firms Morgan Stanley, UBS

PRACTICE MANAGEMENT SEP 05, 2013
Tax rule changes require re-planning

Advisers scurrying to learn new rules for same-sex married couples.

PRACTICE MANAGEMENT SEP 04, 2013
NAPFA cuts provisional membership tag

Change affect small number of advisers but catches some off guard

PRACTICE MANAGEMENT SEP 03, 2013
Adviser using her business skills in the statehouse

Run for office — and upset victory — doesn't deter clients on either side of the aisle.

PRACTICE MANAGEMENT SEP 03, 2013
BofA's Merrill reaches $160M settlement in racial discrimination lawsuit

Merrill Lynch reaches a $160 million settlement over a racial discrimination lawsuit filed by a group of advisers.

RIAS SEP 03, 2013
Cetera finds replacement for Grist

Cetera has hired Steve Dunlap, an executive at Bank of New York Mellon's Lockwood Advisors, to replace Barnaby Grist, who is leaving at the end of the month.

PRACTICE MANAGEMENT SEP 01, 2013
'I am the best financial adviser ever!'

Tired of hearing these claims from competitors who overhype their services? Be sure your own online brand is accurate.

PRACTICE MANAGEMENT SEP 01, 2013
Review disaster plans, SEC warns

Alert urges advisers to take steps to shorten emergency recovery time.

FINTECH SEP 01, 2013
Product companies ramp up outreach

Money managers pitching funds are more aggressive than ever.

PRACTICE MANAGEMENT SEP 01, 2013
CFP Board's investigation director exits

Staples seeks to get more involved in securities regulation.

FINTECH AUG 30, 2013
Top five social media regulatory issues for advisers

FINTECH AUG 30, 2013
Social media as prospecting tool

Facebook, LinkedIn replace obits, court documents, local newspapers.

FINTECH AUG 30, 2013
RIM has seen the future — and it has no keyboard

Radical shift as company unveils BlackBerry with touch screen input

PRACTICE MANAGEMENT AUG 29, 2013
Rising rates hurt bonds? That's news to investors

Advisers will have their work cut out for them when rates start rising.

RIAS AUG 28, 2013
RIAs vs. wirehouses: who will gather more share?

RIAs continue to surge while full-service brokerage firms sputter

PRACTICE MANAGEMENT AUG 28, 2013
Just in case the worst happens ...

Advisers need to tell clients of their own contingency plan.

FINTECH AUG 27, 2013
Advent, Schwab on same page

FINTECH AUG 25, 2013
When it comes to mobile technology, advisers playing catch-up

Advisers have failed to connect with clients and prospects through this ever-growing medium