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RETIREMENT PLANNING JUL 22, 2012
Life insurance guidelines could tie captive agents' hands

OPINION JUL 22, 2012
Planning events to attract millennials

Events that millennials attend with their parents are a great way to let clients serve as a conduit to the next generation

FINTECH JUL 22, 2012
Document management is key

PRACTICE MANAGEMENT JUL 20, 2012
Genworth unveils advisory firm matchmaking service

Woodbury Financial could pay advisers to stay despite not having buyer
BROKER DEALERS JUL 19, 2012
Woodbury Financial could pay advisers to stay despite not having buyer

Woodbury Financial is said to be readying retention bonuses to preserve firm's value despite not having a buyer lined up

Advisers now more trusted than doctors or accountants, survey shows
PRACTICE MANAGEMENT JUL 18, 2012
Advisers now more trusted than doctors or accountants, survey shows

Guiding clients through tempestuous times has apparently strengthened bonds; 'to hell and back'

MSSB advisers get green light for social media
FINTECH JUL 17, 2012
MSSB advisers get green light for social media

Morgan Stanley Smith Barney has given its more than 17,000 financial advisers clearance to start using social-media networks. The challenge now? Getting them to use it.

Mary Beth Franklin: Waiting for rollover money a roll of the dice
PRACTICE MANAGEMENT JUL 16, 2012
Mary Beth Franklin: Waiting for rollover money a roll of the dice

Advisers who take over clients' 401(k) decisions early in the game end up capturing the bulk of the dollars later; snooze you lose

RIAS JUL 15, 2012
Custodians add online services

Student-loan holders hazed by private-debt collectors, critics charge
PRACTICE MANAGEMENT JUL 13, 2012
Student-loan holders hazed by private-debt collectors, critics charge

Generated $1B in commissions in first nine months of 2011; 'power that would make a mobster envious'

PRACTICE MANAGEMENT JUL 08, 2012
As smoke clears, advisers rush to clients' aid

FINTECH JUL 08, 2012
Russell's new tool allows quick analysis of portfolios

PRACTICE MANAGEMENT JUL 06, 2012
Former NAPFA chairman Spangler gets 16 years for fraud, must pay $19.8M in restitution

Thirty-two criminal counts include money laundering, investment adviser fraud, wire fraud.

Succession planning still an advisory hurdle
PRACTICE MANAGEMENT JUL 06, 2012
Succession planning still an advisory hurdle

Allan Eyre never made a succession plan.

Why frequent fliers may want to put their mileage cards on standby
PRACTICE MANAGEMENT JUL 02, 2012
Why frequent fliers may want to put their mileage cards on standby

New credit card transaction charges may outweigh benefits of building up points

RIAS JUN 29, 2012
Four questions you should ask about succession planning

Designing a real succession plan
PRACTICE MANAGEMENT JUN 29, 2012
Designing a real succession plan

In our recent <a href=http://www.investmentnews.com/article/20110411/INCR/120129985>2012 IN Adviser Solutions Succession Planning Study</a>, we identified several gaps in firms' preparedness for succession. One of the most critical is a gap not just in planning, but in understanding just how much planning is required for a succession strategy to be effective.

When it comes to managing their finances, women trail men
WOMEN ADVISOR COMMUNITY JUN 28, 2012
When it comes to managing their finances, women trail men

Too many spend more than they make; less likely to have rainy- day fund, as well

PRACTICE MANAGEMENT JUN 27, 2012
Best advice for selling your firm? You snooze, you lose

Enterprise value diminishes as owner gets older; dithering can be costly

Now hiring: RIAs bulking up staff
PRACTICE MANAGEMENT JUN 27, 2012
Now hiring: RIAs bulking up staff

Female candidates particularly prized as firms look to land more women clients