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What's behind Finra's latest move

April 13, 2014 | Runtime: 2:26

Financial Industry Regulatory Authority CEO Richard G. Ketchum now says the regulator is no longer interested in overseeing investment advisers. Market Counsel CEO Brian Hamburger discusses the possible strategies behind the move.

Blindspots advisers overlook when managing profitability

April 02, 2014 | Runtime: 4:12

Running a profitable practice is not just about generating more revenue and reducing costs. Pershing Advisor Solutions CEO Mark Tibergien discusses the other areas that advisers tend to ignore most.

Three key inflection points for the wealth management industry

April 02, 2014 | Runtime: 3:12

Mark Tibergien, chief executive officer of Pershing Advisor Solutions, weighs in on the three important transitions he sees the industry facing in the coming years.

Why it's up to the industry to solve the fiduciary standard issue

March 31, 2014 | Runtime: 1:43

HighTower Advisors CEO Elliot Weissbluth discusses how financial advisers and clients will ultimately be the ones to navigate through this key transition.

How UBS aims to get an edge over independent advisers

March 13, 2014 | Runtime: 1:07

Serving ultra high net worth clients should be more holistic than just providing investment advice, according to John Mathews, head of private wealth management at UBS. Here he talks about how the firm's advisers can leverage the entire institution.

Tapping into the passions of the ultra high net worth

March 13, 2014 | Runtime: 2:34

Advisers who can identify the passions of ultra high net worth clients also tap into what's really important to those individuals. John Mathews, head of private wealth management at UBS, talks about how adivsers can anticipate those needs.

Inside the female client's psyche

February 28, 2014 | Runtime: 2:44

Women may take on different roles when it comes to managing their families' money, and often approach meeting a financial adviser with more skepticism.

How to rev up your practice this year

February 27, 2014 | Runtime: 2:46

From enhancing firm efficiency to seeking out new M&A opportunities, advisory practices have a lot on their to-do lists for 2014. Here advisers and wealth management executives weigh in on their top priorities this year.

How not to be a victim of the succession planning crisis

February 12, 2014 | Runtime: 3:33

The average financial adviser is 55-years-old, yet many of those industry professionals still don't have a plan for exiting the profession. Here are some steps that can be taken now to begin to get a plan in place.

How advisers can learn more about Social Security

February 11, 2014 | Runtime: 1:49

Financial advisers have many choices when it comes to brushing up on Social Security. Find out which resources InvestmentNews contributing editor Mary Beth Franklin recommends.

 
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