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Best job in America? Financial adviser makes CNN's list
PRACTICE MANAGEMENT NOV 06, 2012
Best job in America? Financial adviser makes CNN's list

CNN Money today released its annual ranking of the top jobs in America. So did financial adviser make the grade?

PRACTICE MANAGEMENT NOV 04, 2012
Succession planning's not about you

For several years, research has pinpointed succession as a potential trouble spot for an aging advisory business. But retirement is not the only problematic succession issue, and maybe not even the most important one. Our inaugural study on the topic — the 2012 IN Adviser Solutions Study on Succession Planning — highlights two critical insights largely missing from the discussion.

FINTECH NOV 04, 2012
No 'crew cut' to 401(k) tax breaks, ASPPA chief vows

Business 'almost as usual' for advisers — despite Sandy's wallop
PRACTICE MANAGEMENT OCT 29, 2012
Business 'almost as usual' for advisers — despite Sandy's wallop

Despite widespread power outages and flooding, advisers managed to conduct business in the immediate aftermath of Hurricane Sandy. Here's how.

Hurricane, but able: Advisers work before Sandy strikes
PRACTICE MANAGEMENT OCT 29, 2012
Hurricane, but able: Advisers work before Sandy strikes

Advisers hurriedly try to work before Sandy strikes with full force. Most are reaching out to clients and making sure their own folks are safe.

PRACTICE MANAGEMENT OCT 28, 2012
Custody chief: Younger associates, clients crucial

FINTECH OCT 28, 2012
Advisers frustrated by lead generator

Mark Cuban: I know who's to blame for Facebook fiasco
FINTECH OCT 26, 2012
Mark Cuban: I know who's to blame for Facebook fiasco

Billionaire rebuffs New York Times claim that social networking company's CFO is the culprit

PRACTICE MANAGEMENT OCT 26, 2012
Isaac just another day at the office for Gulf Coast advisers

Toughened locals keep on working through Category 1 hurricane; 'business as usual'

PRACTICE MANAGEMENT OCT 26, 2012
Super-wealthy families seek boutique: Study

Small multifamily offices with concierge service taking business away from large banks; 'we don't walk the dogs'

PRACTICE MANAGEMENT OCT 24, 2012
Don't jump off cliff, tax expert says

FINTECH OCT 21, 2012
Stockr offers social-media site for those passionate about stocks

PRACTICE MANAGEMENT OCT 21, 2012
Industry groups give congressionally, not on federal level

PRACTICE MANAGEMENT OCT 19, 2012
Merrill Lynch names new head of alts group

Bank of America Merrill Lynch has named a new head of its Alternative Investments Group, as demand from its advisers for alternatives is expected to double assets over the next three to five years. Keith Glenfield, former chief operating officer of Global Wealth & Retirement Solutions, started in the new role this week.

When it comes to attracting new clients, same old story for advisers
PRACTICE MANAGEMENT OCT 18, 2012
When it comes to attracting new clients, same old story for advisers

<i>InvestmentNews/</i>Moss Adams study reveals that firms are doing a poor job of building up their book of business

PRACTICE MANAGEMENT OCT 15, 2012
Future financial adviser? Avoid these simple mistakes

Not everyone interviews well. Some people just don't know how to network. Other people have to fake it until they make it.

PRACTICE MANAGEMENT OCT 15, 2012
Industry aims to 'change the narrative' in bid for NextGen advisers

A group of executives and officials representing nearly a dozen firms in the industry gathered in the <i>InvestmentNews</i> office in Chicago July 26 specifically to discuss their collective needs &#8212; and plans &#8212; to develop the next generation of financial advisers.

PRACTICE MANAGEMENT OCT 14, 2012
Bearish advisers trim stocks, eye cash

PRACTICE MANAGEMENT OCT 14, 2012
Dealing with the little guy

PRACTICE MANAGEMENT OCT 14, 2012
BDOs serve as rainmakers