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FINTECH MAY 22, 2012
<font color=red>Live</font> Jim Pavia at Finra

FINTECH MAY 22, 2012
Live updates about social media from Finra's annual conference

Pinnacle's Kitces: Virtual firms could leave traditional planners in the dust
PRACTICE MANAGEMENT MAY 21, 2012
Pinnacle's Kitces: Virtual firms could leave traditional planners in the dust

Technology is going to alter how advisers deal with clients dramatically; upstarts could steal away next generation of clients

Where'd all the referrals go?
PRACTICE MANAGEMENT MAY 21, 2012
Where'd all the referrals go?

Not thrilled by returns on their own portfolios, fewer clients are willing to provide leads for advisers, says one expert

FINTECH MAY 20, 2012
Hopes for Tamarac deal: A 'one-stop portal' for front and back offices

PRACTICE MANAGEMENT MAY 20, 2012
When handing off a practice, beware of fumbles and stumbles

Finra looking into Facebook trading snafu
FINTECH MAY 18, 2012
Finra looking into Facebook trading snafu

Regulator assisting Nasdaq with investigation; orders not executed properly for 19 minutes on Friday

Facebook IPO great for insiders — but what about investors?
FINTECH MAY 18, 2012
Facebook IPO great for insiders — but what about investors?

Smart money cashing out in a big way; welcome to the modern-day IPO

'Guy in the hoodie' raises $16B in second biggest IPO ever
FINTECH MAY 18, 2012
'Guy in the hoodie' raises $16B in second biggest IPO ever

FaceBook offering values company north of $100 billion; stock starts trading today at $38

Advisers telling clients to avoid 'most hyped IPO in history'
PRACTICE MANAGEMENT MAY 18, 2012
Advisers telling clients to avoid 'most hyped IPO in history'

Say Facebook shares are vastly overpriced; 'a marketing textbook'

It's a beautiful day: Facebook IPO makes Bono world's richest rock star
ALTERNATIVES MAY 18, 2012
It's a beautiful day: Facebook IPO makes Bono world's richest rock star

Plenty of early investors mde a lot of money off FaceBook's IPO. One of the biggest winners: U2's Bono, whose PE firm invested $90M in the company in 2009. The payback? $1.5 billion. | <a href=http://www.investmentnews.com/article/20120518/BLOG06/120519928>25 largest listed companies: Where Facebook ranks</a> &amp;raquo;

FINTECH MAY 18, 2012
Around the web: What people are saying about the Facebook IPO

FINTECH MAY 18, 2012
The basics behind the social-media button

FINTECH MAY 17, 2012
Schwab taps Tamarac as next integration partner

FINTECH MAY 17, 2012
Why B2B companies should use social media

Advisers on FaceBook IPO: Yawn
FINTECH MAY 17, 2012
Advisers on FaceBook IPO: Yawn

But there are some backdoor plays that might make sense for clients

IG who's hounded SEC in doghouse over adviser's YouTube video
FINTECH MAY 17, 2012
IG who's hounded SEC in doghouse over adviser's YouTube video

Revolving-door study of SEC cites ethics-advice record
PRACTICE MANAGEMENT MAY 17, 2012
Revolving-door study of SEC cites ethics-advice record

PRACTICE MANAGEMENT MAY 15, 2012
A talent shortage looms as the industry booms

LIFE INSURANCE AND ANNUITIES MAY 13, 2012
VA surrenders jumped after Hartford bowed out