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Morgan Stanley hacked by China politburo?
FINTECH APR 26, 2011
Morgan Stanley hacked by China politburo?

Wirehouse's network said to have been breached by massive attack from servers in PRC government; M&A info may have been target

PRACTICE MANAGEMENT APR 26, 2011
UBS officially taps Bob McCann to run wealth management

After months of speculation, UBS today named Robert McCann as its new head of wealth management in the Americas

FINTECH APR 25, 2011
iPad, smart phones have brokerages going 'app crazy'

As consumers manage more of their lives via smart phones and iPads, financial services companies are trying to ensure that they don't get lost in the electronic shuffle

PRACTICE MANAGEMENT APR 24, 2011
Be a leader in an age of equals

A senior executive at a major PR firm recently told me that thought leadership is dead

RETIREMENT PLANNING APR 22, 2011
Winning over prospects and generating new referrals: What works?

Finding good sources of referrals and winning over prospects is more of an art than science.

Is the bull back? Merrill brokerage biz soars as BofA earnings sag
PRACTICE MANAGEMENT APR 20, 2011
Is the bull back? Merrill brokerage biz soars as BofA earnings sag

Bank of America's Global Wealth and Investment Management division — and specifically the Merrill Lynch brokerage operation — continue to benefit from improving markets.

TechCheck: A safety net for the social net
FINTECH APR 20, 2011
TechCheck: A safety net for the social net

Social media may be all the rage, but it's also a major headache for compliance managers. New software may help ease the pain.

PRACTICE MANAGEMENT APR 19, 2011
Aging advisers: The challenge and the opportunity

PRACTICE MANAGEMENT APR 19, 2011
Lending to small businesses back to normal: Survey

It's taken over three years, but loan approvals for small businesses are back to pre-crisis levels.

iPad, iPhone have brokerages going 'app crazy'
FINTECH APR 18, 2011
iPad, iPhone have brokerages going 'app crazy'

As consumers manage more of their lives via smartphones and iPads, financial service companies are trying to ensure they don't get lost in the electronic shuffle.

FINTECH APR 18, 2011
Putnam adds wealth of tax info to wealth management website

No hard sell on site, and the price is right

PRACTICE MANAGEMENT APR 17, 2011
Niches take flight

Advisers who specialize in servicing a single industry group say their narrow focus -- and greater credibility among prospects -- helps them build a more lucrative practice faster

RIAS APR 17, 2011
Tips from top RIAs: Jon Yankee

In this one-on-one with Kelli Cruz, the director of custom research at InvestmentNews, Jon Yankee, partner and CFO at Fox, Joss & Yankee, shares his thoughts on staffing and recruiting.

PRACTICE MANAGEMENT APR 17, 2011
Only one in three advisory firms has exit plan: Study

Advisory firms continue to face daunting transition issues, according to speakers today at the 2010 InvestmentNews/Moss Adams Financial Performance Study of Advisory Firms Workshop in San Francisco.

RIAS APR 15, 2011
Dynasty snags a Schwab big to head RIA business

Dynasty Financial Partners LLC has hired Loren Morris as director of RIA services.

Why the iPad will change the advice business
FINTECH APR 15, 2011
Why the iPad will change the advice business

Brokers, planners, investment managers — everybody's crazy about Apple's ubiquitous portable reader

LIFE INSURANCE AND ANNUITIES APR 14, 2011
Insurer to tap athletes to fill its agent bench

Hoping to strengthen its agent force, The Northwestern Mutual Life Insurance Co. has paired with Career Athletes LLC to recruit students as interns and agents

RETIREMENT PLANNING APR 14, 2011
A free, rudimentary estate tax calculator for advisers

While the 2010 Tax Act for now locks in the current marginal tax rates for all income levels, advisers thinking about the future need tools at their disposal now to help sort out a client's future options, especially when it comes to the estate tax.

Ramped up SEC enforcement targets fund industry
PRACTICE MANAGEMENT APR 12, 2011
Ramped up SEC enforcement targets fund industry

Commission said to be addressing substantial risks in the market that have gone unchecked; 'there's going to be a lot of trouble ahead'

FINTECH APR 11, 2011
TechCheck: Archiving for QuickBooks gets quicker