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FINTECH AUG 18, 2013
Fidelity launches Google Glass app

Big plans for eyewear that now offers hands-free display of quotes from major stock indexes at the close.

PRACTICE MANAGEMENT AUG 18, 2013
Worrisome sign? Few planning majors take CFP exam

Some say schools need to do more to encourage students to get the certification.

FINTECH AUG 16, 2013
Does data management need more oversight?

New report finds issues with firms' data aggregation processes.

PRACTICE MANAGEMENT AUG 14, 2013
Women-friendly, with the seal to prove it

New award designates advisers and firms as trusted sources for women.

BROKER DEALERS AUG 14, 2013
Raymond James snags four industry bigs in RIA push

New hires to serve as regional directors; firm plans big advertising push.

PRACTICE MANAGEMENT AUG 14, 2013
If you can't afford to buy talent, train your own

Capstone is investing in its future by bringing 40 young advisers under its wing.

RETIREMENT PLANNING AUG 14, 2013
'Friendly' trust services encourage retention over generations

Predictable client base can increase the price tag of your practice.

PRACTICE MANAGEMENT AUG 12, 2013
Staycation? Advisers log in when they're off so they can chill out

Contacting clients, keeping up with news are top jobs on vacation.

RIAS AUG 11, 2013
Integrations still on the tech road map

PRACTICE MANAGEMENT AUG 11, 2013
Finra board member downplays scandal

WOMEN ADVISOR COMMUNITY AUG 11, 2013
Make industry more appealing to women

Athletes finish out of the money
PRACTICE MANAGEMENT AUG 11, 2013
Athletes finish out of the money

From NFL star Terrell Owens to boxing legend Mike Tyson, too many professional athletes have gone from sudden wealth to financial ruin in a flash. What can advisers do to help protect sports stars and their assets?

PRACTICE MANAGEMENT AUG 11, 2013
Suit alleges Ponzi scammed investors out of $300M

Money manager claimed 432% returns while S&P 500 sank.

FINTECH AUG 11, 2013
A tech reporter and columnist's farewell

Departing <i>InvestmentNews</i>, Davis Janowski has some advice for the advisory industry

EQUITIES AUG 09, 2013
The Takeaway: Are you in the secret wealth management cult?

FINTECH AUG 09, 2013
A tech reporter's farewell

Departing <i>InvestmentNews</i>, Davis Janowski has some advice for the advisory industry.

FINTECH AUG 09, 2013
B-Ds to get compliance insight from updated RegEd service

Consultants to provide added layer of analysis amid more focus on risk.

PRACTICE MANAGEMENT AUG 09, 2013
UBS charging clients fees to create financial plans

PRACTICE MANAGEMENT AUG 08, 2013
Build career expectations into recruitment

To bring on the right people, make sure their characteristics and goals match your firm's DNA.

PRACTICE MANAGEMENT AUG 07, 2013
Address the elephant in the room

Talk about your fees with clients, and the value you provide in return.