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FINTECH FEB 28, 2013
A web tool that emphasizes fiduciary guidance from fi360

fiduciary360 LP recently updated its web-based tool kits that assist financial advisers with managing and monitoring investments, with an emphasis on fiduciary guidance.

FINTECH FEB 28, 2013
IPS AdvisorPro: Go online and save time on investment policy statements

I got a sneak preview of a white paper from IPS AdvisorPro that sheds light on the time, costs associated with creating investment policy statements.

PRACTICE MANAGEMENT FEB 24, 2013
Understanding enhanced packages

Advisers need to read small print when agreeing to accelerated payouts, upfront compensation

RIAS FEB 24, 2013
Tyson latest ex-athlete to claim adviser theft

Former boxing champ has sued an advisory firm and his former adviser, alleging that the money manager swiped $300,000 and caused millions in lost income

FINTECH FEB 22, 2013
Does a blog equate to “blah, blah, blah”?

ALTERNATIVES FEB 21, 2013
Forget the cave — advisers now have easier way to store clients' gold

GBI launches online purchase and management program for precious metals; works with reporting systems

BofA's Moynihan vetoed Thiel's plan to cut broker pay: Source
PRACTICE MANAGEMENT FEB 19, 2013
BofA's Moynihan vetoed Thiel's plan to cut broker pay: Source

According to a source, BofA boss Brian Moynihan vetoed John Thiel's plan to cut the Merrill grid by 2 percentage points.

NAPFA to accept CFP designation only
RIAS FEB 19, 2013
NAPFA to accept CFP designation only

The debate over professional designations comes to a head, as NAPFA announces it will only accept the CFP designation.

FINTECH FEB 11, 2013
Not exactly a 10: New BlackBerry disappoints

BlackBerry finally unveiled the latest -- and long-anticipated -- iteration of its once-iconic smart phone. Judging by the reaction of investors and analysts, Apple has nothing to worry about.

FINTECH FEB 10, 2013
Client input

Recent research has revealed some compelling reasons for advisers to get clients involved in the process of opening accounts.

FINTECH FEB 10, 2013
Q&A: LPL Financial's Victor Fetter Outsider brings fresh eyes to the world of advisers

The former chief information officer of Online at Dell had never worked in the brokerage industry before.

FINTECH FEB 06, 2013
<font color=gray>T32013 Live</font> A new tech quarterback for your firm

RIA operating center can simplify life; plus, PortfolioCenter update.

PRACTICE MANAGEMENT FEB 05, 2013
Do you know where (else) your clients are?

Study finds most clients have assets with more than one adviser but few advisers think so.

BROKER DEALERS FEB 03, 2013
Finra warned on bonus disclosure plan

RIAS FEB 03, 2013
Overlooking security holes puts clients at risk

FINTECH FEB 01, 2013
Morgan Stanley to hold off on upgrading advisers to BlackBerry 10

The brokerage giant is concerned the telecommunications company won't back the new platform long-term

FINTECH JAN 31, 2013
Take two tablets: Microsoft's iPad rival to surface in time for holidays

Windows folks have a history with tablets; pricing announced; specs compared

Why CrackBerry addicts would rather fight than switch
FINTECH JAN 31, 2013
Why CrackBerry addicts would rather fight than switch

Despite sales of iPhone and Droid, RIM device still beloved by millions; lauded for its ease of use and speed

RIAS JAN 30, 2013
TD 2013 Live!: By overlooking security holes, advisers put clients at risk

Speaking at TD Ameritrade's annual conference, security experts said unsecured servers and lame passwords are putting advisers' clients at risk

FINTECH JAN 27, 2013
Data management helps brokers deliver better service