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PRACTICE MANAGEMENT MAR 30, 2010
Former Fed official Hayley Boesky signs on at Bank of America

Ms. Boesky will work on developing business with institutional investors and strengthening the bank's relationships with clients

RIAS MAR 30, 2010
Torn allegiances: These advisers are buddies of Peyton Manning — but also diehard Saints fans

When he was a teenager, Nathan Stibbs used to catch passes thrown by Peyton Manning during high school games. This week, he was thrilled to receive something else from the Indianapolis Colts star quarterback. Mr. Manning snagged a ticket to Super Bowl XLIV for his friend and former teammate.

FINTECH MAR 30, 2010
Startup taps Facebook, Yahoo to help investors meet money managers

In yet another example of the ever-expanding power of social media, a startup investment platform is hoping to invade the mutual fund industry's turf by hooking up investors directly with money managers via such social-networking websites as Facebook and Yahoo.

PRACTICE MANAGEMENT MAR 28, 2010
Risk appetite is shaped by experience

We have been counseling individuals and families for more than 25 years, and it has always been interesting to see how people narrowly apply the common wisdom that a person's age is the rule of asset allocation between stocks and bonds.

PRACTICE MANAGEMENT MAR 28, 2010
Advisers prep antidotes for tax hike

Investor concern over the cost of health care reform is likely to manifest itself in a flood of questions to financial advisers about how best to protect assets from an expected hike in taxes.

PRACTICE MANAGEMENT MAR 28, 2010
Advisers turn to new tactics for gauging risk

The S&P 500 has gained 48% over the past year, but memories of the market crash are still fresh, forcing many financial advisers to move risk assessment off the back burner and to the center of their playbooks.

PRACTICE MANAGEMENT MAR 28, 2010
Using print media to bolster your brand

A few months back, I wrote an article for a financial trade publication on search engine optimization.

PRACTICE MANAGEMENT MAR 26, 2010
IN announces the launch of the 2010 Moss Adams/InvestmentNews financial performance study of advisory firms

The 2010 Moss Adams/InvestmentNews financial performance study of advisory firms officially launched today.

FundQuest hooks up with Envestnet in IT deal
FINTECH MAR 26, 2010
FundQuest hooks up with Envestnet in IT deal

FundQuest is partnering with Envestnet Asset Management Inc. to offer advisory firms additional IT resources.

PRACTICE MANAGEMENT MAR 23, 2010
Pay czar puts $500K cap on cash comp of bank, auto execs

The Obama administration's pay czar is limiting the cash compensation for executives at companies that received the largest taxpayer bailouts to $500,000.

FINTECH MAR 22, 2010
More with Fabeetle's Brandon Gadoci

Here's some additional information that was provided by Fabeetle.com founder Brandon Gadoci during the reporting of this week's <a href=&quot;http://www.investmentnews.com/article/20100321/FREE/303219969&quot; target=&#8221;_blank&#8221;>Tech Update</a> that we could not get into the story.

Make sure you reap what you sow
OPINION MAR 21, 2010
Make sure you reap what you sow

Less than 4% of all independent advisers have ever had their businesses professionally valued, and less than 10% have any formal, written succession plans in place.

PRACTICE MANAGEMENT MAR 21, 2010
Using LinkedIn to find and attract clients

Many financial advisers begin using LinkedIn without knowing how it will help their practice.

RIAS MAR 21, 2010
Client trust: It is yours to lose

More than their friends, portfolio managers or corporations, investors trust their brokers or financial advisers, according to the first annual U.S. Financial Services Trust Barometer, sponsored by the Edelman public relations firm.

Looking to calm your clients? Test out a dachshund
PRACTICE MANAGEMENT MAR 19, 2010
Looking to calm your clients? Test out a dachshund

It may be unconventional, but this family-owned advisory firm has used Dash, Brooklyn and Trot as &quot;corporate greeters&quot; for the past four years.

PRACTICE MANAGEMENT MAR 19, 2010
The most expensive cities to run your practice

Thinking of starting your own practice, re-locating, or opening another office? Before you set up shop, here's the rundown on the most expensive cities in the country for office space.

Prospecting for clients? Try beer
RIAS MAR 19, 2010
Prospecting for clients? Try beer

Investment adviser Richard Feight admits he's not very good at brewing beer, but he's found that the hobby helped him build business connections and network with clients.

RIAS MAR 18, 2010
Schwab: Advisers' clients are spending less, saving more

In a mixed sign for the U.S. economy, 59% of independent investment advisers surveyed by The Charles Schwab Corp. in late January said they expect consumer savings to increase during the next six months.

RIAS MAR 17, 2010
On Facebook? So are the feds — and they're watching

Law enforcement officials go undercover to catch fraudsters, scammers and crooks

RIAS MAR 17, 2010
From our blogs: When wirehouses can't compete, do they just sue?

Morgan Stanley Smith Barney made an attempt to use the legal system as a bludgeon against a team departing to HighTower while Goldman Sachs did the same with a team departing to Credit Suisse.