Add one to your bookshelf and refer clients to the other.
Here's how to prevent state-level taxes from taking a large bite out of clients' holdings.
Sales of REITs and other non-liquid alts at Schorsch-related firm decline 7.6% from 2013.
Most advisers are assessing electronic security, but approaches and frequency vary widely.
The Boston fund giant will acquire eMoney Advisor, a top financial-planning software manufacturer, in a move that could resonate as one of its most potent adviser-technology deals to date.
How many rules does Social Security have? Try 2,800-plus
More than half of U.S. households don't have enough saved for retirement, Center for American Progress finds.
Use social media to ensure you're tapping your network to its fullest potential this year
The hottest topics to keep tabs on in the independent broker-dealer space
Medical device firm accused of Medicare fraud; lawyer denies charges, says complying with federal probe.
Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.
Custodians and rollups are in a mad dash to develop automated ways for advisers to make serving younger or less-wealthy clients profitable.
From the advisory business model to crowdfunding to elder financial abuse, discussions taking place despite congressional gridlock
The markets giveth, and keep on giving
In Friday's <i>Breakfast with Benjamin</i>, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.
<i>From TD Ameritrade Institutional's national conference:</i> RIAs need to document the testing of their continuity plan if they want to stay out of hot water with regulators. Here's what you need to know. <i>(Don't miss: <a href="http://www.investmentnews.com/section/video?playerType=Events&eventID=TDAI2014&bctid=3126949758001&date=20140130" target="_blank">TD Ameritrade Institutional's Tom Nally talks about how advisers can reach NextGen clients</a>.)</i>
With Apple set to release its much-ballyhooed Apple Watch on April 24, financial services companies are scrambling to be part of the big event.
Platform allows immediate connection to applications such as DocuSign, Laser App Anywhere, MoneyGuidePro, Orion Advisor Services and Redtail.
Adviser Sheryl Rowling is and is trying to decide about going further with technology.
Smart devices and programs are giving way to demand for simplicity.
