Editor's Pick

What makes top firms tick?

Benchmark your business against the industry's best and brightest practices with the 2014 InvestmentNews Financial Performance Study of Advisory Firms. Pre-order your advance copy today.

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Practice Management Picks


5 ways to improve your tech evaluation process

July 18, 2014

Selecting the right technology means identifying efficiency creators and picking the necessary over the unnecessary.

CFP and ChFC in different leagues, CFP Board says

July 17, 2014

War of words continues as American College and CFP Board aim to attract designees.

Advisers, investers, technology, wearables, smartwatches

Wearable devices edge into the adviser space

July 17, 2014

Online adviser Personal Capital announces an app for smartwatches, and the advice industry ponders the future of wearable technology in client service.

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