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FINTECH MAY 09, 2013
Finect: They have built it (more or less). Will advisers come?

WOMEN ADVISOR COMMUNITY MAY 09, 2013
Advisory industry in push to boost female ranks

CFP Board pulling together panel to look at challenges women planners face

BROKER DEALERS MAY 09, 2013
Business continuity and succession planning

At minimum, every advisor should have a personalized, written emergency continuity plan in place. And the best, most complete solution is a funded continuity and succession plan backed by emergency on-site support in the event of a challenge to business continuity.

PRACTICE MANAGEMENT MAY 08, 2013
LPL to settle over e-mail surveillance

PRACTICE MANAGEMENT MAY 08, 2013
Devising strategies for the 3.8% Medicare surtax

Tax is on earnings from nonqualified annuities, dividends, rents and taxable interest

PRACTICE MANAGEMENT MAY 07, 2013
Adviser benchmarking: Why bother?

Benchmarking Surveys are long. They ask a lot of questions. They make you gather all kinds of data about your firm. The questions are often unclear or just confusing. They feel like you are filing a second federal tax return.

PRACTICE MANAGEMENT MAY 07, 2013
Questions advisers should consider when considering a change

Is your business growing? If it is growing, are you growing steadily and efficiently? Is your current broker-dealer affiliation fostering this growth and translating your increased revenue into additional support? Does the math make sense?

FINTECH MAY 07, 2013
Schwab plans product review site for advisers

FINTECH MAY 07, 2013
Paper pushing: Schwab aiming to take advisers digital

Schwab announces several big projects at Impact 2012

FINTECH MAY 07, 2013
Hey, you, get onto my cloud: Hosted PortfolioCenter pilot in the works

Schwab Performance Technologies also makes announcements about custom-built client portals, reporting improvements

RETIREMENT PLANNING MAY 06, 2013
MetLife adviser ranks thinning out fast after cuts

MetLife has trimmed a third of its adviser force amid a push to save $150 million a year by 2014. Question is, are the job cuts over?

PRACTICE MANAGEMENT MAY 05, 2013
Advisory recruitment group loses another member as Edelman pulls out

Fast-growing firm joins Savant Capital, Convergent, Buckingham in exiting.

PRACTICE MANAGEMENT MAY 05, 2013
Who's next?

New graduates seek clear career paths as they enter the advisory industry. But where do they want to end up? An <i>InvestmentNews</i> special report.

RIAS MAY 05, 2013
Savant Capital takes advice online

Advisory firm now offering online version of investment advice available at offices.

RETIREMENT PLANNING MAY 05, 2013
Social Security software firm offering new service levels

FINTECH MAY 05, 2013
Mining LinkedIn for rollover assets

PRACTICE MANAGEMENT MAY 05, 2013
Hurdles to growth

PRACTICE MANAGEMENT MAY 05, 2013
UBS elevates Mathews to oversee ultra high-net-worth business

Former regional director replaces Chandler, who will run wealth management.

RETIREMENT PLANNING MAY 03, 2013
More Americans giving up citizenship to dodge taxes

But financial advisers warn such moves could cost you more

RETIREMENT PLANNING MAY 03, 2013
Is renouncing U.S. citizenship financially favorable?

New data indicates more Americans are deciding that the cost of hanging on to U.S. citizenship is too much of a tax burden.