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YOUR PRACTICE PRACTICE MANAGEMENT JUL 20, 2014
Bernie Madoff's surviving son Andrew dies at 48

Though he worked for his father's firm, he insisted he had nothing to do with the massive Ponzi scheme.

NEWS BROKER DEALERS JUL 18, 2014
Stifel in talks to acquire Sterne Agee

A deal, which would combine two of the biggest U.S. brokerages outside of New York, could be announced within days, according to a person with direct knowledge of the matter.

NEWS REGULATION AND LEGISLATION JUL 17, 2014
Madoff aides convicted in Ponzi trial

Five former aides to Bernard Madoff who spent decades working for his firm were found guilty of helping run the biggest Ponzi scheme in U.S. history, a $17.5 billion fraud exposed by the 2008 financial crisis.

YOUR PRACTICE FINTECH JUL 17, 2014
Renovate your social media profile

Here are five things you can to make over your social media profile.

YOUR PRACTICE FINTECH JUL 14, 2014
Forget big data – here's how one adviser uses small data

Small data, or the information you can access and interpret from resources within your own firm, can pay off big.

YOUR PRACTICE FINTECH JUL 14, 2014
Don't be afraid of the robo-adviser – it might actually help you grow

Advisers can take cues from robo-advisers to enhance their services and relationships with clients.

RETIREMENT RETIREMENT PLANNING JUL 11, 2014
Millennials defy their risk-averse label to invest in stocks

Convinced of Social Security's shakiness, those born from 1979 to 1996 participate in retirement plans at high rates, according to one study.

YOUR PRACTICE PRACTICE MANAGEMENT JUL 11, 2014
Three steps to greater gender diversity in the RIA industry

It's time to take action to bring more women into the advisory profession.

NEWS INDUSTRY NEWS JUL 07, 2014
Alan 'Ace' Greenberg, who remade Bear Stearns, dies at 86

Loved and hated on Wall Street, former CEO said 2008 run the firm stemmed from 'groundless rumor.'

YOUR PRACTICE PRACTICE MANAGEMENT JUL 03, 2014
5 ways to take your firm's vision statement from cliché to inspiration

It's become a cliché to say your business needs a vision statement. And by now, many businesses have one. Unfortunately, most are an “obligatory” vision.