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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

FINTECH FEB 12, 2012
Welcoming the latest version of Junxure and a new data tool

FINTECH FEB 12, 2012
Here's what financial advisers should do (and not do) to protect clients from cybercrime

Wealthy clients on FaceBook deal: Z-z-z-z-z ...
RETIREMENT PLANNING FEB 12, 2012
Wealthy clients on FaceBook deal: Z-z-z-z-z ...

Many passing up what's seen as risky, over-hyped bet; don't want to be 'the last money in'

PRACTICE MANAGEMENT FEB 10, 2012
Whitman stepping down as portfolio manager at Third Avenue

Legendary value investor Marty Whitman is stepping down as co-portfolio manger of Third Avenue Management's $3.3-billion flagship fund. Ian Lapey, who is currently co-portfolio manager of the Third Avenue Value Fund with Mr. Whitman, has been promoted to sole portfolio manager, effective March 1.

Advisers' No.1 worry for 2012? It's not losing clients
PRACTICE MANAGEMENT FEB 10, 2012
Advisers' No.1 worry for 2012? It's not losing clients

Financial advisers mostly concerned that sick-man Europe will infect U.S.; 'no near-term end in sight'

Insurer-owned indie B-Ds going the way of VHS?
LIFE INSURANCE AND ANNUITIES FEB 09, 2012
Insurer-owned indie B-Ds going the way of VHS?

Once the dominant player in the industry, carriers seeing reps exit; consolidation puts squeeze on

Good time to sell your firm, study shows
PRACTICE MANAGEMENT FEB 08, 2012
Good time to sell your firm, study shows

Recurring revenue fee ratio continues to rise; down payments getting larger, too

RIA has succession plan of its own for smaller firms
PRACTICE MANAGEMENT FEB 08, 2012
RIA has succession plan of its own for smaller firms

Carnegie Investment Counsel's acquisition sweet spot is in the $50M to $250M range

Not clued in about LinkedIn? Big mistake, advisers say
FINTECH FEB 08, 2012
Not clued in about LinkedIn? Big mistake, advisers say

Social networking a swell way to land clients; 'great platforms'

Tech vendors unveil new offerings at TD's conference
FINTECH FEB 06, 2012
Tech vendors unveil new offerings at TD's conference