Your Practice

Displaying 13039 results
PRACTICE MANAGEMENT APR 09, 2013
What advisers really think about bonds right now

The majority of advisers are telling their their clients to pare back their bond holdings. Here's their reasoning.

RETIREMENT PLANNING APR 09, 2013
Retirement plan advisers undercharging: Panel

Reps providing above-average service often settling for below-market rates

FINTECH APR 09, 2013
The pluses and minuses of Google+

To plus or not to plus?

RIAS APR 09, 2013
The Buzz about Google Buzz

PRACTICE MANAGEMENT APR 07, 2013
Travel insurance: Is it worth the price?

Limitations need to be understood before signing up.

FINTECH APR 07, 2013
Wirehouses' online offerings

Wall Street wirehouses might have the most to lose from a broad consumer move to web-based investment management services.

FINTECH APR 07, 2013
Wirehouses go big on tech

Two of the largest Wall Street banks — Bank of America Corp. and Wells Fargo & Co. — have been investing heavily in online platforms targeting self-directed investors.

FINTECH APR 05, 2013
Coveted asset: his brain

Aaron Patzer started Mint.com as a competitor to Quicken because he used the product and got disgusted with it.

FINTECH APR 05, 2013
Say hello to 'Sophie,' the virtual financial adviser

Meet Sophie, the computer avatar. She also happens to be a virtual financial adviser. Her existence and that of SimplFi, the new, free online financial planning service she inhabits,announced this week.

PRACTICE MANAGEMENT APR 04, 2013
Advisers garnering more trust

For clients, financial crisis provesd worth of expert financial guidance

RIAS APR 04, 2013
For presentations on the iPad, one app does not fit all

A test drive of the latest hosting and presentation programs for Apple's ubiquitous tablet

FINTECH APR 04, 2013
Time-saving tech tools

FINTECH APR 04, 2013
Android operating system catching up

The Samsung S III most widely used Android device, Kindle Fire remains top tablet

FINTECH APR 03, 2013
So, you're on Facebook; now what?

PRACTICE MANAGEMENT APR 02, 2013
Dodd, Frank to deliver keynote at MarketCounsel summit

PRACTICE MANAGEMENT APR 01, 2013
NAPFA all-in on pushing CFP mark

Why did NAPFA throw its full weight behind the CFP designation? The answer may not be as simple as you think.

PRACTICE MANAGEMENT APR 01, 2013
NAPFA's CFP-only move puts CFP Board in hot seat

It's official: NAPFA will now require all new registrants to be CFP certified. But critics say the CFP Board — and its trademarked designation — are not rigorous enough.

BROKER DEALERS MAR 31, 2013
Two dentists drill down into bonus-disclosure controversy

PRACTICE MANAGEMENT MAR 29, 2013
Wealthy using social media for personal-finance decisions

Likes of Facebook, Twitter, LinkedIn used for investing, adviser research.

FINTECH MAR 29, 2013
Tweet-challenged? Bulk of advisers still don't use social media for business

Spooked by compliance concerns, survey finds; lack of time also cited