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Advisers fare way better than policymakers on 'do not trust' list
PRACTICE MANAGEMENT FEB 24, 2012
Advisers fare way better than policymakers on 'do not trust' list

Over 80% of investors said they have faith in their financial advisers; Congress, the Fed and the president -- no so much

PRACTICE MANAGEMENT FEB 24, 2012
It may be mostly about size, but Barron's lists captivate advisers

Clients with Alzheimer's pose 'scary' legal risks
RETIREMENT PLANNING FEB 24, 2012
Clients with Alzheimer's pose 'scary' legal risks

Advisers unable to meet fiduciary obligation to clients with reduced capacity; 'document, document, document'

RIAS FEB 23, 2012
Armond Dinverno answers six key questions about the RIA business

Advisers often offer bad advice just to keep good clients happy: Matson
PRACTICE MANAGEMENT FEB 23, 2012
Advisers often offer bad advice just to keep good clients happy: Matson

Go along with the program even if it's not prudent; 'co-sign dysfunctionality'

PRACTICE MANAGEMENT FEB 23, 2012
A year that calls for unusual year-end client activities

As Europe teeters on financial disintegration and U.S. equity markets end a volatile 2011 having gone nowhere, financial advisers are trying new end-of-year tactics to show client appreciation, cement ties and take care of traditional December business

PRACTICE MANAGEMENT FEB 22, 2012
Next Gen: Getting a foot in the door

Friday's <a href=http://www.investmentnews.com/dcce/20120210/18/18/ACTIVE_WEBCAST/2699718>webcast</a> on finding the right fit in an advisory firm covered <b>a lot</b> of ground and we hope you found it to be useful.

Party like it's 1999: Soros, hedgies streaming into tech sector
FINTECH FEB 21, 2012
Party like it's 1999: Soros, hedgies streaming into tech sector

Fund managers snapping up shares of Google, other IT outfits; solid six-month run

RIAS FEB 20, 2012
RIA has succession plan of its own for smaller firms

PRACTICE MANAGEMENT FEB 19, 2012
With administrative actions increasing, it's time to review compliance programs

PRACTICE MANAGEMENT FEB 19, 2012
Succession plans are new recruiting tool

FINTECH FEB 19, 2012
A lesson from an adviser cybervictim

FINTECH FEB 19, 2012
Envestnet to buy Tamarac

Don't believe the hype of Facebook IPO: Asset manager
EQUITIES FEB 15, 2012
Don't believe the hype of Facebook IPO: Asset manager

The timing of Facebook's IPO could hardly be better, but one asset manager thinks the first few years of appreciation are already priced in, a lesson learned from Google's IPO.

RIAS FEB 14, 2012
Next Gen: The advisory industry's 'best kept secret'?

A handful of universities, led by Texas Tech and Virginia Tech, are growing their CFP programs and introducing more young talent into the financial planning industry each year. Yet few firms seem to be aware of the budding talent pool.

Whitney Houston's death puts different type of records in spotlight
RETIREMENT PLANNING FEB 13, 2012
Whitney Houston's death puts different type of records in spotlight

Untimely passing of pop queen a stark reminder to financial planners of need to review documents; follow-through the key

FINTECH FEB 13, 2012
Yes. Advisers are really attracting clients with social media

Advisers offer their tips for winning business and networking with social media.

Changes in tax law could take big bite out of Steve Jobs' estate
RETIREMENT PLANNING FEB 13, 2012
Changes in tax law could take big bite out of Steve Jobs' estate

Now the best time for heirs to sell Apple, Disney stakes; no reason 'not to sell all of it'

PRACTICE MANAGEMENT FEB 12, 2012
Segment and target for success

PRACTICE MANAGEMENT FEB 12, 2012
Use video to connect with clients