Users of Pro can now more easily bring client portfolio data into the risk tolerance tool.
CEO Barton calls it "sad day" for CFP Board; critics note College lacks similar disciplinary process.
Integrated technology leaves firms more time for client-interfacing activities and prospecting, not to mention makes them far more efficient.
America's oldest citizens don't have an effective way to choose a financial adviser they can trust, and are confused by the alphabet soup of certifications that claim to be focused on seniors.
Chairman and CEO of Silvercrest Asset Management, which advises families, endowments, foundations and other institutional investors and had $14.6 billion under management, had raised more than $1 million for the Robert L. Fine Cancer Research Laboratory Foundation.
Robert Mulholland has breathed new life into the adviser ranks of UBS since the wirehouse's low point in 2009. It hasn't been easy. | <a href=http://www.investmentnews.com/gallery/20130509/FREE/509009998/PH>How does UBS rate with customers?</a>
Powerball winner's $590M booty is big win for small advisory firm.
"Bomb shelter" mentality helped through crisis, now wealthy find best opportunities.
The benefits of size and scale are becoming apparent in an era of tighter margins
Deal ends roller-coaster ride for wealth management aggregator.
The SEC claims a senior equity trader at an RIA made big bucks front running client trades using an account owned by his wife. Andrew Osterland provides the details.
Start-up Lion Street in position to poach NFP reps and advisers.
Offering will include office productivity applications in addition to the firm's WealthCentral platform.
735-page book targeted at students, profs and practitioners
