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3 decades of learning from mistakes
Rick Adkins has been in the financial advice business for 32 years. That is long enough to…
Online brokerage Motif introduces flat fees for advisers
Silicon Valley startup also raises $35 million in funding from venture group.
What’s Apple got up its sleeve?
Breakfast with Benjamin: Apple's latest acquisition and what else it has up its sleeve. Plus: Microsoft's latest move; Netflix subscribers using Comcast can breathe easier; small investors get back into the trading game and training advisers to work with women.
Pershing introduces NetXInvestor portal for individual investors
Former NetExchange Client gets a re-branding as Pershing responds to changes in technology and demographics
The secret tool to help advisers delegate
As a busy professional, Michael Kitces writes that delegating is a classic Catch-22. Delegating some tasks can free up time, but when you're already swamped, it's often faster and easier to just do the work than try to teach someone else how.
Reducing the costs (and hassles) of expense reporting
Few things are more deflating than coming back from a very productive trip and having to fill out expense reports, but with Finra cracking down it is essential to find the right tools to protect you and your business.
‘Fear of missing out’ drives T3 agenda as tech news comes fast and furious
The crash of the conference host Wi-Fi — caused by all the techies — didn't help
TD Ameritrade launches package of retirement plan services for RIAs
Program bundles 401(k) plan services, record keeping and third-party administration for advisers of plan sponsors.
Adviser goals, company policies shape social media content strategies
In September 2012, Adam Thurgood left his position as a senior portfolio manager in Merrill Lynch’s personal-investment-advisory program…
Adapt or die: 5 ways advisers must embrace change
Reasons for a company's failure are complex, but underlying them often is a basic refusal to embrace critical changes in technology and consumer preferences
Another view of social media: Stop hyping it
Adviser social media activity must be balanced with other traditional interaction methods
Surprises in store for advisers at T3 conference this week
Stay tuned to Twitter for attendees sharing tips, tricks and insights.
Lead-gen site aims to match advisers and clients through data analysis
Finom is based on observation that 'no one adviser fits all'; but what's new? skeptics ask
Social media gaffes advisers don’t know they’re making
Experts weigh in on the most common mistakes — and how to fix them.
Why advisers are killing Facebook
Spending my formative years growing up in Miami Beach, one thing always remained true: if people five to 10 years older than me had heard of the hip places to go out at night, then those places were not worth going to.
Client prospecting tool using LinkedIn sparks debate
A new tool that automates client prospecting on LinkedIn has spurred debate among advisers. Is this tool a sign of things to come for lead generation, or is a more personal touch still required when courting new clients?
5 steps to a stronger social-media presence
Consider January as a starting off point and opportunity to enhance social-media strategies and strengthen online brands. Here's five resolutions to take your social-media presence to the next level.
Is Pinterest useful for financial advisers?
Thanks to new tools added to the surging social network, Pinterest isn't just for recipes and decorating ideas anymore. But the question remains: Can it help you grow your business?
Tool to evaluate rate of return vs. benchmark to be unveiled
E-Valuator indicates the percentage below (or above) the benchmark's return the investor is willing to tolerate.
