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PRACTICE MANAGEMENT APR 05, 2012
For CPAs, it's revenge of the nerds

LPL makes major executive moves
BROKER DEALERS APR 03, 2012
LPL makes major executive moves

Broker-dealer powerhouse LPL on Wednesday announced it's rejiggering its top brass. The main move: firm veteran Esther Stearns is being moved out to head a new subsidiary.

PRACTICE MANAGEMENT APR 03, 2012
Couples hedging financial bets by shacking up

Cohabitation on the rise, matrimony on the decline among younger generation; bad news for 'Say Yes to the Dress'

PRACTICE MANAGEMENT APR 03, 2012
Are female advisers better positioned for the $14T opportunity?

Right now, women control an estimated $8 trillion in investable assets. By 2020, that figure is projected to grow to a staggering $22 trillion, as <a href=http://www.investmentnews.com/section/video?playerType=Events&amp;eventID=TD2012&amp;bctid=1431752815001>INTV reported last month</a> from the TD Ameritrade Institutional Conference.

PRACTICE MANAGEMENT APR 03, 2012
How to retain female clients

Cathy Saunders, head of the RIA business at Putnam Investments, offers advice to advisers on ways to capture - and keep - female clients.

Employers demanding FaceBook passwords could face the music
PRACTICE MANAGEMENT APR 02, 2012
Employers demanding FaceBook passwords could face the music

Senators want DOJ to investigate reports that businesses are asking job applicants to share social media passwords

Estate planners suddenly swamped by overseas clients
PRACTICE MANAGEMENT APR 02, 2012
Estate planners suddenly swamped by overseas clients

Requests for tax help from multinational families coming fast and furious; 'three-dimensional chess'

This iPad app can reduce your tax bill
FINTECH APR 02, 2012
This iPad app can reduce your tax bill

Upping your IRA contributions &#8212; and getting the tax break &#8212; have never been easier

FINTECH APR 02, 2012
A better way to manage business cards

LinkedIn just rolled out CardMunch Version 3.0, available for the iPhone, which converts the information printed on a business card into digital form and links it to the card giver's LinkedIn profile

WOMEN ADVISOR COMMUNITY APR 01, 2012
Merrill advisers win round in court

FINTECH APR 01, 2012
A tool to benchmark fees, pricing

PRACTICE MANAGEMENT MAR 29, 2012
Why Kool-Aid boosts adviser satisfaction

J.D. Power and Associates' recent report speaks volumes about the power of corporate culture

PRACTICE MANAGEMENT MAR 29, 2012
Women want financial peace of mind — not stack of cash: Research

Planning seen more as protection against the unexpected, rather than a wealth accumulator

RIAS MAR 29, 2012
InvestmentNews to launch 'Next Gen' virtual career fair

<i>InvestmentNews</i> will launch a strategic initiative designed to introduce college students and young professionals to opportunities in the financial advisory business.

RIAS MAR 28, 2012
Equity ownership: How and when to distribute

Of the myriad decisions faced by firms in today's market, none are more important or have longer-term implications than those surrounding the distribution of equity among existing and future owners.

JP Morgan sued over $3M typo
PRACTICE MANAGEMENT MAR 28, 2012
JP Morgan sued over $3M typo

Trader claims he quit UBS to join JP Morgan after $3.1 million offer; turns out job paid $100,000

PRACTICE MANAGEMENT MAR 28, 2012
A blueprint for getting organized

Like the old proverb about shoemakers' children going barefoot, many financial planners spend their professional lives organizing the affairs of others though their own businesses are in disarray.

PRACTICE MANAGEMENT MAR 28, 2012
Revisit your salary and review process

With the year-end salary and review process approaching, now is the perfect time to revisit your firms' human-capital strategy.

PRACTICE MANAGEMENT MAR 28, 2012
How top RIAs recruit and retain talent

Kelli Cruz speaks with Moss Adams' Rebecca Pomering about some of the key findings from the <a href=http://www.investmentnews.com/adviserstudy>2011 InvestmentNews/Moss Adams Staffing &amp; Compensation Study</a>.

BATS worst IPO ever?
FINTECH MAR 27, 2012
BATS worst IPO ever?

Trading platform forced to pull its own initial public offering due to problems with its trading platform