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PRACTICE MANAGEMENT AUG 24, 2011
Advisers in tornado-ravaged Joplin under 'a cloud of shock'

Advisers in Joplin, Missouri are struggling to keep their businesses going in the aftermath of the deadly twister that flattened much of the city. Says one: 'A lot of things are on hold.'

PRACTICE MANAGEMENT AUG 22, 2011
The one benefit employers won't touch

Companies are cutting back on every conceivable employee benefit – except medical coverage for dependents

FINTECH AUG 21, 2011
Special report: The technology products advisers use most

The results of an exclusive <i>InvestmentNews</i> survey of roughly 1,000 advisers on the software and technology they use most often.

PRACTICE MANAGEMENT AUG 21, 2011
B-Ds can help build advisory biz

Broker-dealers are experiencing a slowdown in recruiting compared with the busy years of 2008 and 2009 when merger and acquisition activity was heavy and financial advisers were fleeing larger conglomerates

PRACTICE MANAGEMENT AUG 21, 2011
The importance of your firm's vision

Can you state your firm's vision?

FINTECH AUG 21, 2011
Top firms don't seek bells and whistles from technology

The vast majority of financial advisers see technology as critical to driving growth. And 73% of the advisers who responded to the <i>InvestmentNews</i> <a href=http://www.investmentnews.com/article/20110411/INCR/110419987>RIA Technology Study</a> rated their return on investment for technology spending as medium to high.

FINTECH AUG 21, 2011
When it is time for website 2.0

As he watched his advisory business thrive over the past few years, Anthony Halpin noticed that his website had become stale

$1B+ Merrill Lynch private-banking duo defects to HighTower
RIAS AUG 19, 2011
$1B+ Merrill Lynch private-banking duo defects to HighTower

Searching for a &#8220;transformational business model,&#8221; Bank of America Merrill Lynch private banking vets Paul A. Pagnato and David W. Karp have joined HighTower Advisors LLC.

CFP ads hit the airwaves, trumpet fiduciary duty
PRACTICE MANAGEMENT AUG 19, 2011
CFP ads hit the airwaves, trumpet fiduciary duty

Campaign touting the value of certified financial planning designation set to run on ESPN, CNN and Fox News, among others

CFP Board launches awareness campaign with print ad
RIAS AUG 19, 2011
CFP Board launches awareness campaign with print ad

A multimillion-dollar campaign to encourage investors to use credentialed financial planners to manage their money launches this week with a print advertisement in three business magazines.

RETIREMENT PLANNING AUG 18, 2011
&lt;span style='color:red;'&gt;INTV:&lt;/span&gt; Rally or recession? What advisers think is next

Wild swings and declines in the market have advisers addressing constant client questions.

PRACTICE MANAGEMENT AUG 17, 2011
In name game, firms struggle to stand out

As the ranks of independent advisory firms have swelled, so has the challenge of coming up with a unique company name

PRACTICE MANAGEMENT AUG 17, 2011
Becoming the leader of the pack

RIAS AUG 17, 2011
Creating a niche practice makes it easy to build business

James Barnette Jr. never had trouble getting clients, largely because he focused on a very specific niche: providing retirement plans to American educators who work abroad.

RIAS AUG 17, 2011
After getting nuts and bolts right, focus on clients' emotional well-being

In 2007, Rick Kahler lost five of his six employees within two months.

Advisory firms learn how to 'dress' for sale success
PRACTICE MANAGEMENT AUG 17, 2011
Advisory firms learn how to 'dress' for sale success

Just like some home sellers who resort to a fresh coat of paint to enhance their home's &#8220;curb appeal,&#8221; financial advisers can take steps to help their practices sell faster and for a higher price.

Equity investors exiting -- and may not be back for years
PRACTICE MANAGEMENT AUG 16, 2011
Equity investors exiting -- and may not be back for years

Apparently, investors have seen enough. The recent roller coaster ride on the stock market -- coupled with the meltdown in 2008 -- has clients yanking money out of equity mutual funds at a dizzying pace. And advisers are worried many won't be back for years.

Big companies more sociable than ever, survey finds
FINTECH AUG 16, 2011
Big companies more sociable than ever, survey finds

Social media used by more than half of large businesses; lots of monitoring going on

PRACTICE MANAGEMENT AUG 16, 2011
Social media: Look before leaping

It's an exciting time in our industry as we move into the era of social communications and online networking

FINTECH AUG 16, 2011
Using video in your practice: Are you ready for your close-up?

Video has been around for ages (remember VHS?), but its use as a strategic marketing and communication tool among small businesses is about to explode.