Quantopian, a new service for those that know how to do the math but lack the infrastructure and data
Adviser coach says appeal to women's penchant for asking questions.
Chaikin Analytics for iPad, an easy-to-use equities research tool for advisers
The firm's flagship communications and social media monitoring and compliance platform provides more support for unified communications options.
The new team, which hails from Essex Financial Services Inc., will double Northstar's assets to nearly $2 billion.
Or, how to overcome the five biggest hurdles to succession planning
A different kind of role — but one that provides a more graceful transition
Which social-media platform works best for advisers? Kristin Andree evaluates the big five.
Most financial advisers are not moving: the number of them switching firms dropped more than 37% during the first half of the year. What's causing this trend? <b>Also:</b> <a href="http://www.investmentnews.com/gallery/20130701/FREE/701009999/PH">Who won, who lost in the moving wars</a>
Splitting or combining assets is the key decision but it can get complicated.
Learning, opportunity and networking are keys to keeping younger workers.
