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PRACTICE MANAGEMENT MAY 19, 2017
Here's what recent college grads are making

Career website Glassdoor Inc. assesses where grads are finding the highest- and lowest-paying positions.

By Bloomberg
PRACTICE MANAGEMENT MAY 19, 2017
Progress stalls for modern working mothers — and economists are worried

A better balance between work and family could boost the world economy.

By Bloomberg
FINTECH MAY 17, 2017
SEC alerts advisers on WannaCry ransomware cyberattacks

Regulator stresses vulnerability testing and timely system upgrades.

By Liz Skinner
PRACTICE MANAGEMENT MAY 17, 2017
How to serve clients during a Trump presidency

Help your clients see that overrating Mr. Trump's impact — for good or ill — could result in biased financial decisions.

By Bloomberg
ALTERNATIVES MAY 17, 2017
Addepar acquires AltX to expand in alternatives

Addition of machine-learning technology is intended to enhance value to advisers and clients.

By InvestmentNews
FINTECH MAY 16, 2017
SoFi to add human advisers to its digital wealth management platform

By Bloomberg
PRACTICE MANAGEMENT MAY 16, 2017
Finra slaps broker with six-month suspension for failing to report $1 million in tax liens

Kevin Graetz was also fined $10,000 for not updating U4s over seven years.

By InvestmentNews
FINTECH MAY 15, 2017
Cyberattack should prompt advisers to ask their IT professionals hard questions

Last week's ransomware attack reveals system vulnerabilities.

By Liz Skinner
Oppenheimer & Co. loses $420M broker, manager to Raymond James
PRACTICE MANAGEMENT MAY 15, 2017
Oppenheimer & Co. loses $420M broker, manager to Raymond James

Philadelphia-based Richard Grobman leaves with branch's administrative manager.

By InvestmentNews
FINTECH MAY 15, 2017
Online security ETFs surge in face of cyberattacks

After a wave of global online attacks over the weekend, speculation mounted that the exposed weaknesses may trigger a surge in security spending

By Bloomberg
FINTECH MAY 12, 2017
Power Financial invests $37 million in Wealthsimple as robo seeks bigger U.S. market share

Power, the Canadian parent of Putnam Investments and Great-West Financial, has now invested a total of $74 million in the robo-adviser

By InvestmentNews
PRACTICE MANAGEMENT MAY 12, 2017
States scoop up investment accounts as unclaimed property

Financial advisers can keep clients out of firing line by confirming they're alive.

By Mark Schoeff Jr.
PRACTICE MANAGEMENT MAY 12, 2017
Merrill Lynch's move away from signing bonuses seen as risky

Wirehouse's new recruiting strategy will focus on hiring and training younger advisers at the expense of signing top producers from rival firms.

By Greg Iacurci
FINTECH MAY 11, 2017
Cetera to integrate robo for advisers

Firm begins rolling out broad technology upgrades for advisers.

By Liz Skinner
PRACTICE MANAGEMENT MAY 11, 2017
How to handle clients who share Johnny Depp's alleged compulsive buying habits

Advisers offer new approaches to keeping clients within spending limits.

By Liz Skinner
FINTECH MAY 11, 2017
What advisers actually want from robos

These are some of the key features advisers consistently rank as imperative.

By Rick Frisbie
FINTECH MAY 11, 2017
Most estate plans aren't dealing with digital assets properly

Advisers need to help ensure that their clients' digital assets are properly managed and dispersed upon incompetency or death.

By Jamie Hopkins
FINTECH MAY 10, 2017
MLB managers can coach advisers through the robo-revolution

The most successful MLB managers gladly give up tedious tasks to technology to spend more time fostering relationships and building trust with players.

By Michael Conway and Zachary Conway
PRACTICE MANAGEMENT MAY 10, 2017
What financial advisers can learn from Amazon

What happens when geography stops being an important buying criteria?

By Joe Duran
PRACTICE MANAGEMENT MAY 09, 2017
A $420 million Merrill Lynch team joins LPL

Choice Group Wealth Management, located in Melville, N.Y., will operate as a hybrid.

By InvestmentNews