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PRACTICE MANAGEMENT SEP 09, 2013
Shared values build understanding

PRACTICE MANAGEMENT SEP 09, 2013
Gen Z concerns over finances on the rise, survey shows

Growing up during a financial crisis leaves its mark.

PRACTICE MANAGEMENT SEP 09, 2013
Merrill heats up summer hiring market with advisers managing $533M

The additions to the firm reflect new hiring activity, recruiters say

PRACTICE MANAGEMENT SEP 09, 2013
Using incentive compensation to motivate advisers — and other staff members

Incentives and bonuses can encourage greater commitment to business development, and not just for those bringing in assets.

PRACTICE MANAGEMENT SEP 08, 2013
Time to re-price old clients

Advisers should value their services and not fear charging what they're worth, expert says.

PRACTICE MANAGEMENT SEP 08, 2013
More precise numbers = more trust from clients

Research finds people who use specific numbers are considered more reliable.

PRACTICE MANAGEMENT SEP 08, 2013
Serving San Juan and beyond

PRACTICE MANAGEMENT SEP 08, 2013
A trusted guide

PRACTICE MANAGEMENT SEP 08, 2013
Marketing through connections

PRACTICE MANAGEMENT SEP 08, 2013
A practice with roots close to home

RETIREMENT PLANNING SEP 08, 2013
Rethinking life insurance for gays

Road warriors: How to stay connected, productive and sane while traveling
FINTECH SEP 08, 2013
Road warriors: How to stay connected, productive and sane while traveling

As someone who will speak at nearly 60 adviser conferences this year and fly nearly 120,000 miles, while simultaneously supporting several businesses, I've been forced over the years to figure out how to maintain productivity as a road warrior.

FINTECH SEP 06, 2013
Integration of HiddenLevers app with Envestnet completed

Investment stress-test against various risks now part of the unified wealth management platform.

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.