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PRACTICE MANAGEMENT JUL 19, 2010
Retirement planning calls for straight talk

Advisers should also monitor clients' savings for changes in wealth and investment performance

FINTECH JUL 19, 2010
Edward Jones advisers to get Broadridge performance reporting

FINTECH JUL 18, 2010
Web tool's promise: A way to find funds that are likely to succeed

A new tool that is marketed as being able to help identify the most likely mutual funds to outperform the market promises to stir up debate among both financial advisers and providers.

PRACTICE MANAGEMENT JUL 18, 2010
Do your homework before starting a newsletter

RIAS JUL 14, 2010
Website offers consumer reviews of advisers

Fabeetle.com, a website that allows clients to rate, review and research financial advisers, has the potential to become a third-party search and marketing hub for both consumers and advisers that one day could compete with Finra's BrokerCheck.

FINTECH JUL 13, 2010
FaceTime launches security app for social networks

A small but growing number of vendors are tackling the problem of exerting control over social networks within the financial services industry.

PRACTICE MANAGEMENT JUL 12, 2010
Would LeBron James make a good fiduciary? (Blog)

Whether or not he knows it, by setting his objective, doing his due diligence, following a process, and focusing on his goal, LeBron exhibited the skills of a good fiduciary.

PRACTICE MANAGEMENT JUL 11, 2010
Clients acting irrationally? Hire a therapist - for them

Forget about pulling out that straight-backed chair when a client walks into the office; these days, some financial advisers are directing clients to the couch

PRACTICE MANAGEMENT JUL 08, 2010
Wall Street hiring jumps most since 2008

The removal of uncertainty regarding Congress's financial reform bill may reinforce the employment rebound as some bankers are being offered guaranteed bonuses.

RETIREMENT PLANNING JUL 01, 2010
For NFL rookies, playbook now includes financial advice

Whether they earn the league minimum or a superstar's salary, football players have to know the basics of handling money to succeed financially.

PRACTICE MANAGEMENT JUL 01, 2010
The most unforgettable commercials from the brokerage and advice industry

RETIREMENT PLANNING JUN 29, 2010
New York's top court says estates can bring malpractice suits

Overturning state law, New York's highest court this month ruled that estates and beneficiaries can sue estate-planning attorneys for malpractice.

PRACTICE MANAGEMENT JUN 27, 2010
2010 Advisers' Choice

Who do financial advisers think are the most influential and respected portfolio managers and fund companies? Find out in this exclusive <i>InvestmentNews</i> special report

RETIREMENT PLANNING JUN 27, 2010
Adjusting to new retirement realities

THE SUN IS SETTING on the golden age of retirement. In Europe, where generous retirement benefits have been a bulwark of the postwar social compact, the realities of increased longevity and a bigger population

FINTECH JUN 27, 2010
Whiz-bang trading reshapes the markets

RETIREMENT PLANNING JUN 24, 2010
IN's Cooper: Why investors will rarely see the gorilla in the room

Rational markets? Hardly. In reality, humans tend to have a narrow focus -- often missing the obvious

Despite tough economy, advisers are still giving
RETIREMENT PLANNING JUN 24, 2010
Despite tough economy, advisers are still giving

As soon as he heard that 13-year-old Margaret Hurt was in danger of losing the horse she had been riding since becoming sick with leukemia two years ago, Preston Byers agreed to donate $6,000 to help her buy Hoochie.

RETIREMENT PLANNING JUN 22, 2010
Three 'must-have' conversations with middle-aged clients

FINTECH JUN 21, 2010
BlueSky takes flight, new platform from Black Diamond

PRACTICE MANAGEMENT JUN 20, 2010
The benefits of a 'naked' approach to clients

Many years ago, I developed an approach to consulting &#8212; one that we have used in my firm for the past dozen years. It is called naked consulting, and yes, it is as much fun as it sounds.