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PRACTICE MANAGEMENT AUG 31, 2015
Men, women & money: What we can learn from each other

Financial advisers see differences play out and they're not necessarily bad. Here's what men and women can learn from each other.

By Gayle Reed
PRACTICE MANAGEMENT AUG 31, 2015
Hire a PR firm or be a do-it-yourselfer? Questions advisers should ask

The financial media is becoming ever more fragmented, with new platforms and titles offering opportunities for advisers to have their voices heard.

By Chris Sullivan
6 critical financial planning questions all advisers should be able to answer
PRACTICE MANAGEMENT AUG 31, 2015
6 critical financial planning questions all advisers should be able to answer

To remain competitive, advisers should be comfortable and well-versed with these six big topics

By Grant Webster
How to attract clients with a female-friendly culture
PRACTICE MANAGEMENT AUG 31, 2015
How to attract clients with a female-friendly culture

By Theresa Gralinski
How does adviser pay in your city stack up?
RIAS AUG 31, 2015
How does adviser pay in your city stack up?

Explore adviser compensation in the 150 most populous metros across the country with this interactive map.

By Ellie Zhu
FINTECH AUG 28, 2015
10 #FinCon15 notables for advisers to follow on Twitter

The fifth annual conference for personal finance bloggers included a new adviser track. Here are the highlights.

By Michael Kitces
Advisers look back on 10th anniversary of Hurricane Katrina
PRACTICE MANAGEMENT AUG 28, 2015
Advisers look back on 10th anniversary of Hurricane Katrina

As the city has bounced back, so have the advisers who endured the storm and somehow managed to thrive. <b><i>(Plus: <a href="//www.investmentnews.com/article/20150828/BLOG09/150829907/hurricane-katrina-7-lessons-advisers-can-learn-from-the-coast-guards&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">7 lessons advisers can learn from the Coast Guard's response</a>)</b></i>

By Liz Skinner
Hurricane Katrina: 7 lessons advisers can learn from the Coast Guard's response
PRACTICE MANAGEMENT AUG 28, 2015
Hurricane Katrina: 7 lessons advisers can learn from the Coast Guard's response

Following the principles that guided the Coast Guard's successful efforts can increase client trust and loyalty

By Steve Branham
Are PR firms worth the cost?
RIAS AUG 28, 2015
Are PR firms worth the cost?

Price tags for services vary, and advisers should weigh those against the larger marketing budget.

By Liz Skinner
Michael Kitces' weekend reading for financial advisers
PRACTICE MANAGEMENT AUG 28, 2015
Michael Kitces' weekend reading for financial advisers

A look at the new edition of the CFP Board's big handbook, practice management tips, what to think about when thinking about merging and all the must-read news for advisers.

By mkitces
SEC commissioners push for bond transparency in wake of Edward Jones settlement
PRACTICE MANAGEMENT AUG 28, 2015
SEC commissioners push for bond transparency in wake of Edward Jones settlement

Regulator says Finra and MSRB should issue rules 'requiring the disclosure of mark-ups and mark-downs.'

By Mark Schoeff Jr.
Vanguard login flap showcases battle of cybersecurity vs. convenience
FINTECH AUG 28, 2015
Vanguard login flap showcases battle of cybersecurity vs. convenience

Advisers, this is why it's better to err on the side of caution &amp;mdash; even if your firm's login and password-recovery processes are annoying.

By Alessandra Malito
PRACTICE MANAGEMENT AUG 28, 2015
7 traits all successful team leaders share

Take stock of what will be expected of you and the skills you need to hone when becoming a team leader

By Steve Branham
PRACTICE MANAGEMENT AUG 27, 2015
FPA aims to connect advisers with business help in Boston this weekend

National adviser conference features gold medal ice hockey goalie and weighty practice management agenda.

By Liz Skinner
RETIREMENT PLANNING AUG 27, 2015
Bipartisan backing to halt DOL fiduciary rule nowhere in sight

An attempt to get Democratic buy-in on legislation that would force the DOL to hold off on finalizing its rule until the SEC acts died on the vine at a House hearing.

By Mark Schoeff Jr.
RETIREMENT PLANNING AUG 27, 2015
Congresswoman hopes hearing will build momentum against DOL fiduciary rule

Two House subcommittees will hold a joint hearing Thursday focusing in part on a bill written by Rep. Ann Wagner to thwart efforts to raise investment advice standards for retirement accounts.

By Mark Schoeff Jr.
Failing to market a robo properly can mean wasting big bucks
FINTECH AUG 27, 2015
Failing to market a robo properly can mean wasting big bucks

Successful advisers need to do a cost-benefit analysis of an automated investment platform and, if they do launch one, invest sufficient resources to drive adoption of it .

By Alessandra Malito
Avoid assumptions when forming partnerships
PRACTICE MANAGEMENT AUG 27, 2015
Avoid assumptions when forming partnerships

Discussions that evade specificds and include a large number of presumptions can doom a partnership to failure from the get-go.

By Joni Youngwirth
Predicting how robo-advisers will evolve based on the history of TAMPs
FINTECH AUG 27, 2015
Predicting how robo-advisers will evolve based on the history of TAMPs

Robos will be impacted by market dips, and a select few will rise from the ashes

By Gary Manguso
PRACTICE MANAGEMENT AUG 27, 2015
From a ranch to Wall Street: Lessons from a serendipitous career journey

LPL Financial's chief risk officer offers five principles that helped her manage her career to take advantage of unexpected opportunities.

By Michelle Oroschakoff