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.


Practice Management Picks

CFP Board holds fire on apparent fee-only violation

July 29, 2014

In another high-profile case, board tells adviser Rick Kahler he must drop fee-only label but he disagrees.

Helping advisers help themselves in succession planning

July 29, 2014

At September gathering, FSI plans focus on M&A, practice valuation, contracts, deal structures and best practices for implementing a succession plan.

robo adviser, mint.com, scivantage, mobile, technology, data analysis, aggregation

Mint.com for advisers? New tech tools change landscape for online advice

July 28, 2014

New technologies are being developed to make advisers more competitive with personal financial management websites such as Personal Capital and Mint.com.

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