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FINTECH AUG 25, 2013
Capturing conversations

Brokerages charging into social media
FINTECH AUG 25, 2013
Brokerages charging into social media

Social media is finally getting respect among IBDs and wirehouses as a legitimate and even necessary part of marketing and business development.

PRACTICE MANAGEMENT AUG 25, 2013
Investors want advice to be comprehensive

Designations are important, as is knowledge of investing, taxes, insurance.

EQUITIES AUG 23, 2013
The Takeaway: The Ballmer Era at Microsoft c'est fini

FINTECH AUG 23, 2013
Engagement is a mouse click away

PRACTICE MANAGEMENT AUG 22, 2013
SEC, NASAA warn investors to be wary of financial planning titles

The SEC and NASAA are warning investors to be wary of financial planning titles. The joint bulletin focuses on two key issues.

PRACTICE MANAGEMENT AUG 22, 2013
Marketing chief Asnes leaves Envestnet, launches own firm

New venture to focus on strategic messaging, content generation, marketing.

FINTECH AUG 22, 2013
Don't wait for Washington — jump in to social media

Expert suggests advisers build presence on the web immediately to reach clients and prospects.

PRACTICE MANAGEMENT AUG 22, 2013
Liar, liar

Many clients admit they intentionally keep information from their advisers.

FINTECH AUG 22, 2013
At Texas Tech, social media takes center stage

Social media enters the curricula for financial planning students at Texas Tech, as students will get first hand lessons on how to utilize social networks in the financial business. See also: <b><a href=&quot;http://www.investmentnews.com/article/20130822/TECH/130829973&quot;>Expert urges advisers to adopt social media.</b></a>

FINTECH AUG 22, 2013
YCharts: Bloomberg for the rest of us?

A data service providing real time market info -- at a fraction of the cost of that more-famous terminal

PRACTICE MANAGEMENT AUG 22, 2013
CFP Board to scold former chairman over pay disclosure

Former CFP Board chairman Alan Goldfarb says he'll be getting a public scolding for his pay disclosure and argues the board didn't give him impartial treatment. <a href=&quot;http://www.investmentnews.com/article/20121102/FREE/121109991&quot;>How it all started</a>

FINTECH AUG 22, 2013
Advisers discuss the operational complexities of trading

Breakfast at the Envestnet | Tamarac summit last week turned into a technology commiseration session.

PRACTICE MANAGEMENT AUG 21, 2013
Training new advisers by osmosis

Attending 1,000 client meetings is how one firm teaches its next generation advisers.

FINTECH AUG 21, 2013
MoneyGuidePro takes automating financial plans one step forward

Tool allows advisers to connect the dots between plan an action item.

RIAS AUG 21, 2013
Focus adds $2.2 billion RIA Telemus

Latest deal increases roster of partner firms to 27

RIAS AUG 20, 2013
LPL has solid second quarter but recruiting still sluggish

LPL enjoyed a solid financial quarter, but their adviser recruiting remained sluggish. Is there an end in sight for this slowdown?

FINTECH AUG 20, 2013
Banks, brokerages creating mobile finance apps at a steady clip

New online overview report from Corporate Insight details progress.

FINTECH AUG 19, 2013
Digital Fortress platform can save advisers time and money

Peak Advisor's virtual coaching, Faulkner's marketing tools teamed in Digital Fortress

EQUITIES AUG 19, 2013
AssetBook rolls out mobile portfolio management application

Gives advisers on-the-go access to portfolios and data via smart phones and tablets.