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PRACTICE MANAGEMENT MAY 24, 2010
Edward Jones loses star reps to wirehouses

Edward Jones lost two million-dollar producers in the span of a month. That's a surprise -- given the firm's reputation for holding on to top talent.

PRACTICE MANAGEMENT MAY 23, 2010
As climate improves, advisers eye expansion

Emboldened by stronger balance sheets, many financial advisers are considering plans to expand their practices by opening a second office.

FINTECH MAY 23, 2010
Before disaster strikes, test your recovery plan

Fortunately for financial adviser Robert Bolen, the recent floods that inundated Nashville, Tenn., skirted his office in suburban Brentwood.

PRACTICE MANAGEMENT MAY 19, 2010
Advisers: 5 ways to increase your job satisfaction

Marketing —yes, marketing— can be the key to a more fulfilling career, writes Matt Oechsli

FINTECH MAY 19, 2010
Tech Talk: iPads taking one RIA green

Between the latest inspirational ad circulating on national television narrated by that silver-tongued Peter Coyote and all my compatriots writing about them [yes, I'm talking about your iPad for advisers coverage Bill Winterberg], I just knew I'd get a press release like this any day now.

PRACTICE MANAGEMENT MAY 17, 2010
New family office opens in St. Louis

Wealthy families in St. Louis now have another choice in multifamily offices

OPINION MAY 16, 2010
Don't ignore the death of a loved one

For better or worse, professionals rely on our society's standard conventions and accepted phrases to offer solace at a wake or funeral

PRACTICE MANAGEMENT MAY 16, 2010
Make client appreciation a family affair

Summer is just around the corner — a time when many financial advisers hold client appreciation events.

PRACTICE MANAGEMENT MAY 16, 2010
Adjusting to the financial home front

Three years after returning from the war in Iraq, Clarence Parker is facing a new battle: managing his finances.

PRACTICE MANAGEMENT MAY 13, 2010
My biggest mistake: Pushing a prospect too hard

A few years ago, adviser Jeff Bland was approached by an executive from Houston-based oil company Cameron International Corp. who was searching for an adviser to manage his more than $6 million in assets.

FINTECH MAY 12, 2010
How advisers are using video to connect with clients

Financial advisers at the InvestmentNews Retirement Income Summit discuss their strategies for using video on their firms' websites

RETIREMENT PLANNING MAY 11, 2010
Go beyond the call of duty - just not for everyone

Although some financial advisers are always thinking of ways to go above and beyond to provide extra services to clients, Paul Baumbach sticks to managing his clients' investments.

FINTECH MAY 10, 2010
No tech or system failures associated with yesterday's decline: Nasdaq

Guess how many advisers are talking to clients now
PRACTICE MANAGEMENT MAY 07, 2010
Guess how many advisers are talking to clients now

Thursday's stock market whipsaw sent many financial advisers into client management mode — fielding calls and sending out e-mails as the Dow Jones Industrial Average briefly tested a record 1,000-point drop.

PRACTICE MANAGEMENT MAY 06, 2010
Big shake-up at big brokerage branches in New York

Wells Fargo Advisors, UBS, MSSB and Merrill Lynch made personnel changes this week

FINTECH MAY 06, 2010
Stylus Web, plan-level reporting tool, is available for financial advisers

RIAS MAY 06, 2010
OpINion online: Sow or reap? That's the question for advisers

My friends at <a href=www.businesshealth.com>Business Health</a>, an international consulting firm that specializes in financial advisory businesses, recently came out with a report comparing the financial &#8220;health&#8221; of Australian advisory practices today with their condition in 2007.

RIAS MAY 06, 2010
At boot camp, advisers learn social-media tools

Why 20 advisers shelled out $300 apiece in hopes of finding ways to use social-media in their respective businesses.

Eight of Finra's top 10 execs pulled down $1M-plus last year
PRACTICE MANAGEMENT MAY 03, 2010
Eight of Finra's top 10 execs pulled down $1M-plus last year

Meanwhile, regulatory fees were up by 10.5% in 2010; overall, regulator posted $55M net profit

PRACTICE MANAGEMENT MAY 03, 2010
Mortified? Ex-wife of Guggenheim Partners exec headlines reality show

Guggenheim Partner's Topper Mortimer's ex-wife -- the high priestess of NYC's high society -- gets her own show just months after getting a divorce from the money manager.