Your Practice

Displaying 13001 results
PRACTICE MANAGEMENT JAN 26, 2010
Janus looks to hire new institutional-business boss

Why Dan Charles, executive vice president and managing director of Janus Capital Inc.'s U.S. institutional business and head of Janus Capital Group International, has departed remains unclear

RETIREMENT PLANNING JAN 26, 2010
Houses votes to extend estate tax permanently

PRACTICE MANAGEMENT JAN 25, 2010
Benjamin F. Edwards ices deal with ex-NHL star

Benjamin F. Edwards & Co. has hired former hockey star Blake Dunlop to run its newly opened St. Louis branch.

OPINION JAN 25, 2010
Three strategies to retain top clients and gain referrals

Recent studies have shown clients are considering moving assets or changing advisors. This month, we've been focused on rejuvenating your office and practice without breaking the bank

Social media: 10 things every adviser should know
FINTECH JAN 25, 2010
Social media: 10 things every adviser should know

No doubt about it, social networking is one hot topic right now. Financial advisers, though, have been relatively slow to embrace sites such as LinkedIn and Twitter.

FINTECH JAN 25, 2010
Software firm WealthTouch raises money for European expansion

WealthTouch Inc., which offers a consolidated investment-reporting platform on the web for the wealth management industry, today announced that it has raised $11 million in private money to allow it to expand in Europe.

PRACTICE MANAGEMENT JAN 25, 2010
A.G. Edwards scion branches out, expands into New York

Benjamin “Tad” Edwards IV, the great-great-grandson of Albert Gallatin “A.G.” Edwards, took another step toward expanding his own brokerage business with the launch of a branch in White Plains, N.Y. — one that will house a number of former A.G. Edwards Inc. advisers and employees.

FINTECH JAN 24, 2010
FPA releases detailed study of CRM software

The Financial Planning Association is expected today to unveil a major research study on customer relationship management. ActiFi Inc., a financial services technology consulting firm, partnered with FPA in completing the 85 page comparative analysis of CRM packages available to the advisory market.

PRACTICE MANAGEMENT JAN 24, 2010
Introducing the pod people

Financial advisers, pressed for time, increasingly are turning to podcasts to help them keep abreast of regulatory issues, management best practices and marketing trends.

OPINION JAN 24, 2010
Smart steps to help recent widows

Women who have recently lost a spouse may confront many changes in their daily lives and need financial support and advice.

PRACTICE MANAGEMENT JAN 24, 2010
Taking tips from Madison Avenue

During the worst of the market meltdown, surveys showed that three-quarters of high-net-worth investors were ready to jump ship and find a new adviser.

RETIREMENT PLANNING JAN 24, 2010
BrightScope launches online 401(k) fee tool for advisers

BrightScope Inc., a provider of 401(k) plan ratings, last week introduced an online tool that provides investors and financial advisers with personalized data about how much they are paying in fees in retirement plans.

PRACTICE MANAGEMENT JAN 24, 2010
Amid flood of donor-fund assets for Haiti, a plea to stay the course

PRACTICE MANAGEMENT JAN 24, 2010
Advisers warn clients to watch out for Haiti scams

Financial advisers are warning their clients to donate only to well-known organizations if they want to help the victims of the Haiti earthquake.

PRACTICE MANAGEMENT JAN 22, 2010
Edward Jones to hire 1,000 advisers this year

St. Louis-based brokerage firm says it is reaping the benefits from the national trend of financial advisers exiting bigger brokerages and bringing their clients with them

PRACTICE MANAGEMENT JAN 22, 2010
Rob Arnott: Why you should be thinking tactical

The key tonic to the past 10 years was a more diversified, less equity-centric approach.

PRACTICE MANAGEMENT JAN 21, 2010
GunnAllen founders jumping to rival broker-dealer in wake of firm's collapse

After watching the fall of GunnAllen Financial Inc. become official this morning, the firm's founders —Donald James “Jay” Gunn and Richard Allen Frueh —are apparently moving to a rival broker-dealer.

FINTECH JAN 21, 2010
Roth resources: Financial planning software

Version 2.2 of the popular financial-planning software was introduced in November. The application has several new features, including an internal Roth IRA conversion feature as well as a stand-alone Roth IRA conversion calculator that can be used by financial advisers who need to create financial plans for clients and prospects.

FINTECH JAN 21, 2010
Roth conversion tools: Custodial offerings

Fidelity Investments introduced a free online Roth IRA conversion calculator last month to both its independent registered investment advisers and the broker-dealer clients that clear through National Financial Services LLC.

FINTECH JAN 21, 2010
Roth conversion tools: Free resources

Earlier in the year I asked a regular source of mine, H. Jude Boudreaux, director of financial planning at Bellingrath Wealth Management, to “test drive” four different free calculators available on the Internet.