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PRACTICE MANAGEMENT DEC 03, 2015
5 ways to 'sock' it to your clients

If people know you're thinking about their lives, they're more likely to want to do business.

By Bloomberg
What financial advisers can do for clients beyond picking investments
PRACTICE MANAGEMENT DEC 02, 2015
What financial advisers can do for clients beyond picking investments

The movement away from promising investment magic, and toward discussing better investment habits, can only lead to better outcomes.

By John Rekenthaler
Danger, Will Robinson! Will robots take over the financial advice industry?
FINTECH DEC 01, 2015
Danger, Will Robinson! Will robots take over the financial advice industry?

MarketCounsel panelists agree that in the future, human advice will be integrated with digital platforms and technology to improve financial planning.

By Jeff Benjamin
PRACTICE MANAGEMENT DEC 01, 2015
How to structure an effective buy/sell agreement for your business

A word of advice: Don't go into business with your dead partner's wife's attorney

By Stephen M. Sherline
PRACTICE MANAGEMENT DEC 01, 2015
4 telltale signs you're in a dead-end job

These company policies can signal that advancement will be difficult for the average employee.

By Bloomberg
PRACTICE MANAGEMENT DEC 01, 2015
The real reason holiday office parties are declining

Even as the economy improves and companies spend more, the holiday office party is going by the wayside.

By Bloomberg
PRACTICE MANAGEMENT DEC 01, 2015
Being nice to your waiter could get you a job

Home Depot co-founder Ken Langone says how job candidates interact with a restaurant's staff says a lot about their ability to manage employees.

By Bloomberg
FINTECH DEC 01, 2015
Betterment hits $3 billion AUM, blows past start-up competition

Chief executive Jon Stein says growth driven by consumer demand.

By Alessandra Malito
Portfolio rebalancing breakdown
FINTECH NOV 30, 2015
Portfolio rebalancing breakdown

By Alessandra Malito
Here's the price advisers pay for ignoring boring email archives
FINTECH NOV 30, 2015
Here's the price advisers pay for ignoring boring email archives

Failure to report electronic records could lead to violation of regulators' rules.

By Alessandra Malito
How automation and integration can turn advisory firms into well-oiled machines
FINTECH NOV 30, 2015
How automation and integration can turn advisory firms into well-oiled machines

Advisers that resist embracing a truly integrated technology platform are missing out

By Leslie D. Thompson
Finra official says agency there to discipline, not punish
PRACTICE MANAGEMENT NOV 30, 2015
Finra official says agency there to discipline, not punish

Finra says it is more interested in supervisory lapses, suitability issues with complex products and selling away than big-money fraud.

By Mark Schoeff Jr.
PRACTICE MANAGEMENT NOV 29, 2015
How advisers can close the industry's gender pay gap

Be aware that many women in your firm can do the jobs above those they're currently in, but might not recognize it.

By Andrew Leigh
Department of Labor's Borzi: Women have a powerful role in changing employee benefits law
RETIREMENT PLANNING NOV 29, 2015
Department of Labor's Borzi: Women have a powerful role in changing employee benefits law

The assistant labor secretary recounts her serendipitous career and what motivates her to help women facing financial crises in retirement.

By Phyllis C. Borzi
OPINION NOV 28, 2015
Envestnet's Hardwick: Women need support at work and at home in order to succeed

The executive credits strong mentors and her husband for the success she has achieved today.

By Lori Hardwick
SheCapital gets women started with investing
FINTECH NOV 28, 2015
SheCapital gets women started with investing

After an illness unexpectedly put her in charge of her father's finances, SheCapital founder Tina Powell started a program to help fellow women better manage money.

By Alessandra Malito
WOMEN ADVISOR COMMUNITY NOV 27, 2015
Michelle Brennan Hall: Two realizations that shaped the businesswoman I am today

Having a mentor who sees the "future you" and good relationships are key to a strong career.

By Michelle Brennan Hall
How to encourage the rise of senior women in financial advice
PRACTICE MANAGEMENT NOV 26, 2015
How to encourage the rise of senior women in financial advice

Firms need women's voices at the top to help shape their strategic decision-making and stay in tune with their clients' needs.

By Hollie Fagan
FINTECH NOV 25, 2015
Banks want to cash in on robo movement

By Alessandra Malito
Battle rages over Credit Suisse brokers after Wells Fargo recruitment deal
PRACTICE MANAGEMENT NOV 25, 2015
Battle rages over Credit Suisse brokers after Wells Fargo recruitment deal

Wells executive says 'feeding frenzy' taking place over some high-end producers.

By Bloomberg