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RETIREMENT PLANNING DEC 06, 2009
A deep bench: Each client is served by a team, typically of 3 advisers, and has access to partners

It's very rare that an investor gets the expertise of an entire financial planning team, but at Budros Ruhlin & Roe Inc., that's exactly what they get.

PRACTICE MANAGEMENT DEC 06, 2009
Add 'tactical solutions' to buy & hold

For years, portfolio managers and financial reps around the country have used Modern Portfolio Theory in managing their clients' assets.

PRACTICE MANAGEMENT DEC 06, 2009
Interns can make the leap to professional level with coaching

More than a dozen years later, Ryan Huey still remembers cornering the father of a college classmate and asking him for a summer job.

FINTECH DEC 06, 2009
Advisers embracing 'cloud computing'

Adviser Curtis Smith doesn't have to worry about getting to the office; it comes to him.

FINTECH DEC 04, 2009
$121M award for botched transaction rocks Tokyo exchange

A court ordered the Tokyo Stock Exchange Friday to pay 10.7 billion yen ($121 million) in damages to Mizuho Securities Co. Ltd. over massive losses in a botched transaction.

PRACTICE MANAGEMENT DEC 04, 2009
Planning for family, employee succession

Although succession planning involves many decisions and alternatives, there is one outcome that is always an either/or option: Ownership of the practice will pass either to a family member or to an outsider.

One way to break into the 401(k) market
PRACTICE MANAGEMENT DEC 03, 2009
One way to break into the 401(k) market

Mention 401(k) to financial advisers and most will say that they lack the knowledge, resources and time to compete with the relative handful of those who specialize in retirement plan sales.

PRACTICE MANAGEMENT DEC 02, 2009
Office décor can color bottom line

Financial adviser Ted Feight used to deck out his office with three-foot tall bodybuilding trophies and a large rug depicting a deer.

FINTECH DEC 01, 2009
XBRL still a foreign language for advisers

FINTECH DEC 01, 2009
Envestnet adviser platform adds retirement planning tools

Advisers on the integrated-wealth-management platform at Envestnet Inc. — which services more than 650,000 investor accounts — now have access to a new set of retirement income tools called PlanHorizon.

RETIREMENT PLANNING DEC 01, 2009
MoneyGuidePro Version 2.2 now available

A significant update to the popular financial planning program MoneyGuidePro was rolled out last week.

FINTECH DEC 01, 2009
National Financial announces integration of workstation with the Thomson One Wealth Management platform

Today marks the start of another offensive in the war to attract and retain advisers through <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20090607/REG/306079968/1035&amp;ht=&quot;" target="&#8221;_blank&#8221;" rel="noopener noreferrer">technology</a>.

FINTECH DEC 01, 2009
Can two serve more efficiently as one?

Three months after the creation of Thomson Reuters, company executives are promising financial advisers that an improved platform is on the way.

RIAS NOV 30, 2009
Raymond James ups the ante for RIAs, raises asset requirements

Raymond James Financial Services revealed a new strategy for targeting &#8220;elite&#8221; registered investment advisers.

PRACTICE MANAGEMENT NOV 29, 2009
A New Year's resolution: Step up your rep

The most important thing for advisers to think about as we head into a new year is their reputation and image.

PRACTICE MANAGEMENT NOV 29, 2009
Ex-Wall Street brokers choose new beat: NYPD

They used to ride desks and flog stocks, but now some Wall Street refugees are choosing to walk a beat and chase bad guys.

FINTECH NOV 25, 2009
Advisers are harnessing Internet for social networking

A legion of intrepid financial advisers are twittering, linking in and in many other ways harnessing the power of the Internet to network socially in a bid to expand their practices.

FINTECH NOV 25, 2009
But I just learned HTML

What is a telltale sign that a subject has arrived?

FINTECH NOV 25, 2009
SEC proposes XBRL for mutual funds

SEC has unanimously approved a proposal that would require mutual funds to use computer tags to label key information about fees, performance and strategies.

FINTECH NOV 25, 2009
Inside XBRL

Extensible business reporting language, or XBRL, is a language standard used to communicate business and financial information electronically.