Displaying 407 results
A new financial planning frontier for same-sex marriage
Advisers wanting to work with LGBT clients will have to stay current on the changing state laws and realize how their clients' residences can shape their retirement and estate planning.
Financial wellness sector offers new route for young advisers
Ideal way to gain experience working with clients.
Online rivals Betterment, LearnVest rake in $60 million of venture funding
Betterment's Series C round brings in $32 million; LearnVest closes on $28 million; fundraising touches off a Twitter firestorm.
Latest Betterment, LearnVest fundraising elicits a Twitter firestorm
[View the story “Betterment, LearnVest and the robo-adviser landscape” on Storify]…
Brokerages toss around ideas about salary for Next Gen advisers
Wells Fargo is testing new models that would pay on a salary plus commission basis in effort to attract Millennials
Merrill Lynch dodges high-profile gender bias suit
N.Y. Supreme Court justice dismisses a complaint from three former trainees who claimed they were given a book called “Seducing the Boys' Club” and ultimately fired out of bias.
Kitces, Wealthfront trade punches over online tax-loss-harvesting feature
Well-known blogger and industry gadfly continues to pepper online advisers.
Advisers in the driver’s seat when considering products, services for clients
Movement toward fee-only structures raises fiduciary bar and providers need to respond, panel says.
Closed doors at Finra hide the whole industry’s shame
One way to address the lack of minorities is to be open about it
A new planning tool for advisers challenges clients to win a game
Using gamification can help further conversations.
Is there a popup opt-in revolution under way?
More sites are finding value in using popups to increase the reach of opt-in e-mail lists.
How to use CPAs to attract new business
Though the trend of CPAs seeking financial advisory licenses does exist, many successful CPAs believe partnering with top financial advisers is their best way to bring optimum services to their clients.
Providing specialized advice to single parents
Advisers can be a critical guide in securing financial health during transition
Tech-savvy young planners band together to share the wealth
'FP Hackers' brainstorm issues facing new businesses — and even refer clients to one another
4 reasons you keep losing your best employees
High employee turnover is brutal for a service business such as financial advice. Joe Duran on how to create a dynamic culture within your office.
Blogger Kitces stokes debate over CFP Board compensation definitions
In taking organization to task, commentator says virtually all advisers fall under 'commission and fee' label.
CFP board navigates rough seas
Roiled by controversies over compensation disclosure and an attempt to offer its own continuing-education programs, the CFP board is forced to adjust.
Ranking the industry’s top tech vendors
TDAI has named the the six top tech picks for its Veo platform. The first-time award program recognizes technology firms that maximize the open access platform.
Merrill Lynch advisers embrace a goals-based investing approach
Kathleen Delong, a senior Merrill Lynch adviser in Allentown, Pa., has embraced the emotional side of behavioral finance.
Advisers create a franchise operation for divorce planning
Team to offer professional testimony in court, forensic accounting and other services.
