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PRACTICE MANAGEMENT MAR 17, 2013
Niche

How to market to women.

FINTECH MAR 17, 2013
Advent sale report concerns planners who use its tools

PRACTICE MANAGEMENT MAR 17, 2013
Advisers neglect own retirement planning

PRACTICE MANAGEMENT MAR 17, 2013
Identity theft is a plague, but advisers can help

Simple suggestions will go a long way in preventing crimes

FINTECH MAR 17, 2013
Tales from T3: What jumped out

New interfaces designed for Windows 8 and RT look like winners

FINTECH MAR 17, 2013
Cheap stocking stuffers for business users of the iPad

FINTECH MAR 15, 2013
Five things to know about social-media compliance

For rookies of social-media compliance, here are five things that provide a solid base of knowledge.

FINTECH MAR 15, 2013
A social-media-sharing guide for financial advisers

It is important to be strategic about social-media sharing and map out a plan that is consistent with an adviser's goals

FINTECH MAR 14, 2013
Advent's dreams of putting itself on the block on the shelf, for now

CEO says current biz strategy best way to maximize shareholder value.

PRACTICE MANAGEMENT MAR 13, 2013
Therapist gets sound counseling from adviser

Thorne relies on Harris for analysis — of investments; 'not business-savvy'

PRACTICE MANAGEMENT MAR 13, 2013
Familiar with the turf, adviser courts female entrepreneurs

Ex-Edward Jones rep understands trials and tribulations of small-business owners; 'Finance 'n Stilletos'

PRACTICE MANAGEMENT MAR 13, 2013
Women in transition

Advisers are building practices around life-altering events; nearly 16 million divorced women in the U.S.

PRACTICE MANAGEMENT MAR 13, 2013
Benefits, explained

Picking the right health insurance or life insurance is no small thing for divorcees; 'the darkest time'

FINTECH MAR 11, 2013
Software is a key to document management

Selecting the right software to work in conjunction with your scanner is key because it helps organize, index and store all those files that have been created.

FINTECH MAR 11, 2013
Making a CRM platform your hub

PRACTICE MANAGEMENT MAR 10, 2013
Advisers good at retirement planning — except their own

Survey reveals surprising lack of urgency given to succession

RETIREMENT PLANNING MAR 10, 2013
Near-retirees need a plan for debt

WOMEN ADVISOR COMMUNITY MAR 09, 2013
Strategies on advising couples

How couples relate to advisers is changing.The emerging model is a more collaborative partnership in financial planning and investing, versus the archetype “primary” decision maker, according to this new white paper from LPL.

WOMEN ADVISOR COMMUNITY MAR 09, 2013
Women and financial independence study: Schwab white paper

The number of high net worth women across the country is on the rise, and many of them are calling the financial shots in their households.There's an urgency to better understand – and effectively serve – this influential group of independent-minded women. But it's not so simple, and certainly not something to do on gut. Schwab Advisor Services conducted the Women and Financial Independence Study to provide some real insights into who high net worth women are, and what they are seeking from their advisers. An interesting picture emerged from our findings. For example, high net worth women favor performance over planning, though planning is still very important. They prefer shared decision-making versus sole control. The gender of an adviser matters less than age. And face-time is more important than email. Complete details can be found in the following pages.

WOMEN ADVISOR COMMUNITY MAR 09, 2013
Women are not a 'niche' market

They are a significant business opportunity, according to this white paper from Pershing LLC.