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PRACTICE MANAGEMENT APR 10, 2011
Home prices in big cities hit lowest level in five years

The latest data shows property values in 20 metropolitan areas dropped another 3.6% in March. And there's more where that came from: one expert says the foreclosure pipeline is 'full to bursting.'

ALTERNATIVES APR 10, 2011
The real estate expert is in the house

Recognizing the critical role of real estate in clients' financial lives, advisers are finding different ways to incorporate real estate expertise into their practices.

PRACTICE MANAGEMENT APR 10, 2011
For advisers, being creative is essential, not an option

Every financial adviser needs to be creative

PRACTICE MANAGEMENT APR 10, 2011
Cracking whip on Reg D sales

The fines imposed last week by Finra on broker-dealers and executives involved in the sale of failed private placements are likely the first of many to emerge from regulators' crackdown on the sale of the securities

FINTECH APR 10, 2011
Tools to help with ADV Part 2 forms

Registered investment advisers still looking to submit the new ADV Part 2 forms can take solace in the fact that there are some free and low-cost options out there to help complete that arduous task

Note to self: Think before you press 'send'
FINTECH APR 07, 2011
Note to self: Think before you press 'send'

Increasingly, e-mail blunders are coming back to bite financial advisers and the firms they work for

Now for your iPad: Contracts on tap
FINTECH APR 07, 2011
Now for your iPad: Contracts on tap

Advisers take dim view of BrightScope's controversial website
PRACTICE MANAGEMENT APR 06, 2011
Advisers take dim view of BrightScope's controversial website

BrightScope's new website, which offers investors information about advisers, has the investment community up in arms. Some advisers claim their information is inaccurate or outdated -- but they don't want to pay to have it corrected. Said one: 'I feel like I am being held hostage.'

PRACTICE MANAGEMENT APR 06, 2011
Good, bad and downright ugly: Advisory partnerships revealed

Ralph Adamo knows what makes advisory firm partnerships successful — and what makes them fall apart

FINTECH APR 06, 2011
What the heck are rare earth elements -- and why should you care?

Cyber crooks hacking small U.S. businesses, sending money to China
PRACTICE MANAGEMENT APR 05, 2011
Cyber crooks hacking small U.S. businesses, sending money to China

Hackers are getting to the bank accounts of small-to-medium size businesses in the U.S. and sending unauthorized wire transfers to Chinese economic and trade companies, according to the FBI.

What clients hear when advisers talk: Blah blah blah
RIAS APR 05, 2011
What clients hear when advisers talk: Blah blah blah

Investors say they want clearer explanations about strategies, losses; close to half do their own planning, survey shows

FINTECH APR 04, 2011
BlackBerry PlayBook is here, but it's three inches too small for advisers

The BlackBerry PlayBook tablet is a solid device, both in general terms and in the engineering of its hardware

Possible cure for advisers' social-networking anxiety
FINTECH APR 04, 2011
Possible cure for advisers' social-networking anxiety

New offering by Actiance Socialite allows brokerages, advisory firms to Tweet without fear

PRACTICE MANAGEMENT APR 04, 2011
<font color=red>INTV:</font> Quick tips for advisers (still) tackling the ADV-2

Thousands of financial advisers are running late in meeting the SEC's March 31st deadline for submitting their ADV 2 forms, a post-Madoff rule requiring plain English disclosure of their business. Need some quick tips? <i>InvestmentNews'</i> Liz Skinner and others weigh in.

FINTECH APR 04, 2011
The BlackBerry PlayBook cometh

Research in Motion Ltd., the maker of the ubiquitous BlackBerry, last week finally announced an arrival date for its much ballyhooed PlayBook tablet: April 19

Sallie Krawcheck: Bring on the indies
RIAS APR 04, 2011
Sallie Krawcheck: Bring on the indies

The BofA-Merrill boss sounds set to take on recruiters, the threat of the rising RIA model, and anyone else who steps in her path

RIAS APR 03, 2011
Some states give a break on the deadline for filing ADVs

Although many federally registered advisers were scrambling last week to meet the March 31 filing date for the new ADV Part 2 forms, state-registered advisers in several states, including Michigan, Pennsylvania and Texas, were enjoying a bit of a reprieve

PRACTICE MANAGEMENT APR 01, 2011
Advisory firm values slip; big buying small

For the first time in up to a decade, the average sale price of an advisory business fell last year, according to two separate studies.

PRACTICE MANAGEMENT MAR 31, 2011
Are you looking to sell your firm? Here's what acquiring minds seek

While a growing number of financial advisers will put their firms on the market in the next few years, few know what buyers look for in a possible purchase. Here's what's on their list.