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PRACTICE MANAGEMENT NOV 28, 2011
The Next Generation of Financial Advisers

Targeted content for tomorrow's financial planners

PRACTICE MANAGEMENT NOV 27, 2011
Lessons learned from Steve Jobs

There is plenty that financial advisers can learn from the late Steve Jobs

Want to target younger life insurance customers? Get online
FINTECH NOV 23, 2011
Want to target younger life insurance customers? Get online

With 2011 sales of life insurance products up just 4% over last year, carriers and producers would be well served by mining social networks to step up growth.

Death of Jobs 'does create questions,' but advisers still big on Apple
EQUITIES NOV 22, 2011
Death of Jobs 'does create questions,' but advisers still big on Apple

Don't see magic fading following passing of company co-founder; 'creative spirit is still there'

PRACTICE MANAGEMENT NOV 21, 2011
Taxes a factor when you sell

With thousands of aging financial advisers hoping to sell their practices over the next decade, a big consideration is how much tax the owners will have to pay if and when they sell their businesses.

RIAS NOV 21, 2011
Valuations up as RIA deals near record

United Capital Financial Advisers LLC's purchase of Peak Capital Investment Services LLC last week is a sign of the times

RIAS NOV 20, 2011
Special report: Exiting your practice

It's a good time to sell a financial advisory business, especially if the owners have spent the past decade planning their exit.

PRACTICE MANAGEMENT NOV 20, 2011
Time is right for a big pay day

It's a good time to sell a financial advisory business, especially if the owners have spent the past decade planning their exit.

PRACTICE MANAGEMENT NOV 20, 2011
Start early and time is on your side

Eric D. Brotman has met plenty of older financial advisers who have decided against selling their firms because they don't think that they will get a good price.

PRACTICE MANAGEMENT NOV 20, 2011
Succession plan depends on finding good partners

Randy Manley, 58, and Scott Miller, 57, have no intention of retiring from their advisory practice anytime in the near future.

PRACTICE MANAGEMENT NOV 20, 2011
Making associate a partner key to exit plan

Larry Lof began his transition out of the financial planning and investment advice business last year when he sold half his firm to his associate, Chris Lopez.

PRACTICE MANAGEMENT NOV 20, 2011
Business broker found right buyer as adviser began writing career

For David Drucker the reason for leaving the advisory business wasn't retirement but rather a change in career direction.

PRACTICE MANAGEMENT NOV 20, 2011
Merger proved to be her passport to semiretirement in the Caribbean

Adviser Sarah Barnhill is one step closer to her dream retirement on the white sand beaches of St. Croix in the U.S. Virgin Islands.

PRACTICE MANAGEMENT NOV 20, 2011
Five ways to walk away from your practice

Advisory firm owners have a handful of options when it comes time to walk away from their businesses.

PRACTICE MANAGEMENT NOV 20, 2011
Retiring broker on a four-year buyout

When Rich Warner decided to leave Edward Jones in 2008, he was feeling a little burned out by the stock market's gyrations.

PRACTICE MANAGEMENT NOV 18, 2011
YouTube adviser ramps up attacks on broker model

One-third of employers may drop health plans
RETIREMENT PLANNING NOV 17, 2011
One-third of employers may drop health plans

Almost one-third of U.S. employers are likely to stop providing health coverage for workers in 2014, when U.S. subsidies become available for people to buy individual policies.

PRACTICE MANAGEMENT NOV 16, 2011
Five ways for financial advisers to raise fees

With asset-based revenue flat or lower and the costs of insurance, technology and personnel rising, many financial advisers would like to raise prices

RIAS NOV 15, 2011
California backs off on tough provisions in proposed law for independent contractors

A bill in California bill that would punish firms for misclassifying employees as independent contractors was amended to lighten the compliance burden for broker-dealers.

Money managers' assets heftier — but profits still pretty scrawny
PRACTICE MANAGEMENT NOV 14, 2011
Money managers' assets heftier — but profits still pretty scrawny

Prices to originate a sale rising as fees get squeezed; 'need to tackle business-model issues'