Practice management

February 8, 2012

How to retain female clients

Cathy Saunders, head of the RIA business at Putnam Investments, offers advice to advisers on ways to capture - and keep - female clients.

February 7, 2012

Advisers fare way better than policymakers on 'do not trust' list

By Darla Mercado

Over 80% of investors said they have faith in their financial advisers; Congress, the Fed and the president -- no so much

February 5, 2012

Here's what financial advisers should do (and not do) to protect clients from cybercrime

Like it or not, financial advisers are now on the front lines in the war against cybercrime. In the past few years, there has been an extraordinary increase in the level of sophistication among cybercriminals, said Philip J. Blank, managing director of security, risk and fraud at...

technology

February 5, 2012

Getting a firm handle on emotional intelligence

By Andrew Osterland

To a man and woman, the 1,300 advisers attending the TD Ameritrade conference in Orlando, Fla., last week likely would agree that the last four years have been the most challenging of their careers. In fact, the period's extraordinary volatility made managing client emotions as ...

February 5, 2012

It may be mostly about size, but Barron's lists captivate advisers

By Lavonne Kuykendall

Ask John “Jeff” Erdmann III about rank's having its privileges — or at least its marketing advantages. Mr. Erdmann, who manages $3.2 billion in assets at Merrill Lynch Wealth Management, was the top-ranked financial adviser in Connecticut in two of the past...

February 3, 2012