Advisor News

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REGULATION AND LEGISLATION OCT 24, 2013
BlackRock's Fink expects poor 4Q on debt talks

The fund giant's top executive said the U.S. will have a “very poor” fourth quarter even if lawmakers reach a compromise and extend the nation's borrowing authority.

By Matt Ackermann
RETIREMENT PLANNING OCT 24, 2013
Your retirement plan is now following you on Twitter

What employees miss by not connecting with plans on social media

By Megan Durisin
FINTECH OCT 24, 2013
Enlisting eMoney Advisor to boost your bottom line

Three ways oXYGen Financial has used the platform.

By tjenkin
FINTECH OCT 24, 2013
3 tips to improve your LinkedIn profile

Despite the growing success of the social-media site, most advisers' profiles are stuck in the 1980s. Check out three ideas from Ted Jenkin that will boost your connections right away.

By tjenkin
FINTECH OCT 24, 2013
How to build a mobile business card

What if you never needed to carry around a business card again? Check out five apps that are about to change your life

By tjenkin
FINTECH OCT 24, 2013
Video isn't just for profiles anymore

By MFXFeeder
FINTECH OCT 24, 2013
Twitter hopes to avoid Facebook's IPO stumble with its own debut

By Matt Ackermann
REGULATION AND LEGISLATION OCT 24, 2013
Ohio alleges crowdfunding site misled investors

State claims the site misled investors about earnings potential, contacted them in violation of securities laws.

By Mark Schoeff Jr.
EQUITIES OCT 24, 2013
No big bang for ING IPO

Stock trades higher after company cuts offering price; annuities biz viewed as financial drag

By Darla Mercado
EQUITIES OCT 24, 2013
ING U.S. sets stock offering price at $21-$24 a share

Company to change name to Voya Financial upon IPO, focus on retirement, investment, insurance.

By Darla Mercado
RETIREMENT PLANNING OCT 23, 2013
Unraveling mystery Social Security lump-sum payments

Some retirees can receive up to six-months of retroactive benefits.

By Mary Beth Franklin
FINTECH OCT 23, 2013
Personalized service in the digital world

By jpnicols
RETIREMENT PLANNING OCT 23, 2013
Schwab ETF platform for 401(k)s hits regulatory speed bump

Schwab's ETF platform for 401(k)s, which was expected to debut in the fourth quarter, may need more work before being ready for prime time. Darla Mercado on what happened.

By Darla Mercado
RIA NEWS OCT 23, 2013
Largest wealth group at UBS in San Diego goes independent

Ajay Gupta and partners managed $540 million at wirehouse; clients include new-age guru Chopra.

By Trevor Hunnicutt
OPINION OCT 23, 2013
Screen-sharing tools improve communication

By dobrien
FINTECH OCT 23, 2013
Stumbling upon a virtual meeting app that rocks

A simple way to improve communication and delight clients.

By dobrien
FINTECH OCT 23, 2013
iPad vs. Surface Pro: Which is best for advisers on the go?

For Sheryl Rowling, there are only three options when it comes to portable computing: An iPad, a Surface Pro, or a laptop. Which works best for you?

By Sheryl Rowling
FINTECH OCT 23, 2013
Raymond James launches software for advisers to build custom portfolios

Users can plug in the firm's models or use their own.

By Michael Shagrin
REGULATION AND LEGISLATION OCT 23, 2013
Crowd-funding, private-placement ads get special focus in the Bay State

Chief securities cop Galvin sets up new unit to monitor newfangled funding methods.

By Mark Schoeff Jr.
REGULATION AND LEGISLATION OCT 23, 2013
Advocates push SEC to propose crowd funding rules

Proponents want rule, critics worry about investor protection.

By Mark Schoeff Jr.