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PRACTICE MANAGEMENT JUN 20, 2010
Another plan for the Jones family

The couple could refinance their house and take out a new 30-year fixed-rate mortgage at 5% or less and devote the $500-plus monthly savings to make up for the shortfall in Jenna's college fund. However, we recommend speaking to the college financial aid office about Stafford and Plus loans from Sallie Mae, as well as additional options. They should continue to fund her 529 plan while she is in college. Because James still has three years to go before starting college, they should also continue funding his 529 plan.

Clients behaving badly: How advisers cope
PRACTICE MANAGEMENT JUN 18, 2010
Clients behaving badly: How advisers cope

Airline attendants aren't the only ones who put up with rude customers

What do female clients want from their financial advisers? R-E-S-P-E-C-T
PRACTICE MANAGEMENT JUN 18, 2010
What do female clients want from their financial advisers? R-E-S-P-E-C-T

Many say they're not thrilled by the condescending treatment they receive from advisers; industry 'has done a lousy job,' concedes one male adviser

RETIREMENT PLANNING JUN 16, 2010
GenSpring adds family investment officer

GenSpring Family Offices LLC said today that it has hired Puneet S. Sahi as a family investment officer for its Costa Mesa, Calif., office.

FINTECH JUN 16, 2010
Bloomberg set to roll-out Launchpad 2010

The 287,500 subscribers of the Bloomberg Professional service will soon have the opportunity to add Launchpad 2010 to the mix of applications on their desktop

Hot button: Don't diss indie B-Ds, says Fusion's Palaveev
PRACTICE MANAGEMENT JUN 15, 2010
Hot button: Don't diss indie B-Ds, says Fusion's Palaveev

Independence does not need to be defended or explained. The advisers who have gone independent — and become business owners — know very well why they made that choice.

FINTECH JUN 13, 2010
Infrastructure initiative could help managed accounts

PRACTICE MANAGEMENT JUN 13, 2010
Good news about bad 'customer service'

One quote in a story by Jeff Benjamin in our RIA Rundown special report (<i>InvestmentNews</i>, May 31) caught my eye.

PRACTICE MANAGEMENT JUN 13, 2010
What if your rainmaker is drowning your firm's morale?

Robert Siegmann knew he had a problem on his hands when he and his co-workers found themselves orchestrating &#8220;secret&#8221; meetings to avoid dealing with a fellow adviser known for being particularly cantankerous.

PRACTICE MANAGEMENT JUN 11, 2010
Fear factor: Advisers calming rattled clients

Financial advisers find themselves dispensing calming words and holding hands with uneasy investors as the stock market extends its biggest decline in more than a year.

RETIREMENT PLANNING JUN 10, 2010
JPMorgan making its move for the mass affluent

JPMorgan Chase &amp; Co. wants to squeeze more business from its mass-affluent customers, and it's asking Barry Sommers, the former head of its brokerage unit, to lead the effort.

PRACTICE MANAGEMENT JUN 10, 2010
Want the truth? Try asking your customers

PRACTICE MANAGEMENT JUN 10, 2010
Post-crash, advisers yearn for structure

When financial advisers did their business post-mortems after the 2008-09 economic downturn, many were alarmed to find that their firms weren't well-prepared to handle such a crisis.

FINTECH JUN 09, 2010
New re-balancing solution cost-effective for smaller firms

A new entry in the re-balancing application area, TRX, may be what many small advisory firms are looking for as they seek to build efficient, scalable practices.

FINTECH JUN 09, 2010
No fuss, no muss, but forget about freebies

RETIREMENT PLANNING JUN 08, 2010
Dunned Yankee: U.S. sues Steinbrenner over trust tax refund

Says Bronx Bomber's co-owner owes Uncle Sam $670K; dispute stems from audit of MLB team's books

RETIREMENT PLANNING JUN 08, 2010
Estate battles of the stars

Few things are as certain in estate planning as this: Celebrity deaths are sure to generate plenty of business for lawyers.

FINTECH JUN 08, 2010
Fiserv acquires AdviceAmerica

PRACTICE MANAGEMENT JUN 08, 2010
Regional brokers boost head count by 2%

From March 31, 2009, through March 31 of this year, the number of advisers at regional broker-dealers jumped 2%, from 39,791 to 40,738.

PRACTICE MANAGEMENT JUN 06, 2010
Tips when selling to a junior partner

Many financial advisers assume that selling their practices to trusted junior advisers inevitably results in a smooth and easy transaction.