Practice Management

Displaying 9291 results
YOUR PRACTICE PRACTICE MANAGEMENT APR 05, 2012
Baseless point: JPMorgan wins suit over $2.8M typo

By Bloomberg
YOUR PRACTICE PRACTICE MANAGEMENT APR 05, 2012
For CPAs, it's revenge of the nerds

By Andrew Osterland
LPL makes major executive moves
YOUR PRACTICE BROKER DEALERS APR 03, 2012
LPL makes major executive moves

Broker-dealer powerhouse LPL on Wednesday announced it's rejiggering its top brass. The main move: firm veteran Esther Stearns is being moved out to head a new subsidiary.

By Bruce Kelly
YOUR PRACTICE PRACTICE MANAGEMENT APR 03, 2012
Couples hedging financial bets by shacking up

Cohabitation on the rise, matrimony on the decline among younger generation; bad news for 'Say Yes to the Dress'

By John Goff
YOUR PRACTICE PRACTICE MANAGEMENT APR 03, 2012
Are female advisers better positioned for the $14T opportunity?

Right now, women control an estimated $8 trillion in investable assets. By 2020, that figure is projected to grow to a staggering $22 trillion, as <a href=http://www.investmentnews.com/section/video?playerType=Events&amp;eventID=TD2012&amp;bctid=1431752815001>INTV reported last month</a> from the TD Ameritrade Institutional Conference.

By Mark Bruno
YOUR PRACTICE PRACTICE MANAGEMENT APR 03, 2012
How to retain female clients

Cathy Saunders, head of the RIA business at Putnam Investments, offers advice to advisers on ways to capture - and keep - female clients.

By Mark Bruno
Employers demanding FaceBook passwords could face the music
YOUR PRACTICE PRACTICE MANAGEMENT APR 02, 2012
Employers demanding FaceBook passwords could face the music

Senators want DOJ to investigate reports that businesses are asking job applicants to share social media passwords

By John Goff
Estate planners suddenly swamped by overseas clients
YOUR PRACTICE PRACTICE MANAGEMENT APR 02, 2012
Estate planners suddenly swamped by overseas clients

Requests for tax help from multinational families coming fast and furious; 'three-dimensional chess'

By John Goff
YOUR PRACTICE PRACTICE MANAGEMENT MAR 29, 2012
Why Kool-Aid boosts adviser satisfaction

J.D. Power and Associates' recent report speaks volumes about the power of corporate culture

By ecooper
YOUR PRACTICE PRACTICE MANAGEMENT MAR 29, 2012
Women want financial peace of mind — not stack of cash: Research

Planning seen more as protection against the unexpected, rather than a wealth accumulator

By Lavonne Kuykendall
YOUR PRACTICE RIAS MAR 29, 2012
InvestmentNews to launch 'Next Gen' virtual career fair

<i>InvestmentNews</i> will launch a strategic initiative designed to introduce college students and young professionals to opportunities in the financial advisory business.

By Bloomberg
YOUR PRACTICE RIAS MAR 28, 2012
Equity ownership: How and when to distribute

Of the myriad decisions faced by firms in today's market, none are more important or have longer-term implications than those surrounding the distribution of equity among existing and future owners.

By Scott Feraro
JP Morgan sued over $3M typo
YOUR PRACTICE PRACTICE MANAGEMENT MAR 28, 2012
JP Morgan sued over $3M typo

Trader claims he quit UBS to join JP Morgan after $3.1 million offer; turns out job paid $100,000

By John Goff
YOUR PRACTICE PRACTICE MANAGEMENT MAR 28, 2012
A blueprint for getting organized

Like the old proverb about shoemakers' children going barefoot, many financial planners spend their professional lives organizing the affairs of others though their own businesses are in disarray.

By Evan Cooper
YOUR PRACTICE PRACTICE MANAGEMENT MAR 28, 2012
Revisit your salary and review process

With the year-end salary and review process approaching, now is the perfect time to revisit your firms' human-capital strategy.

By Kelli Cruz
YOUR PRACTICE PRACTICE MANAGEMENT MAR 28, 2012
How top RIAs recruit and retain talent

Kelli Cruz speaks with Moss Adams' Rebecca Pomering about some of the key findings from the <a href=http://www.investmentnews.com/adviserstudy>2011 InvestmentNews/Moss Adams Staffing &amp; Compensation Study</a>.

By Mark Bruno
YOUR PRACTICE PRACTICE MANAGEMENT MAR 25, 2012
LPL hikes payout for some advisers

By Darla Mercado
YOUR PRACTICE PRACTICE MANAGEMENT MAR 25, 2012
An office that is a home

Delaware-based adviser Frank Levy bought a 100-year-old house and spent six months renovating it into his firm's offices.

By Lavonne Kuykendall
No time to meet with a client? Skype 'em
YOUR PRACTICE PRACTICE MANAGEMENT MAR 23, 2012
No time to meet with a client? Skype 'em

Seeking an alternative for a face-to-face meeting with clients that just isn't convenient? Try Skype.

By Lavonne Kuykendall
YOUR PRACTICE RIAS MAR 23, 2012
Commission addiction limiting adviser breakaways: Survey

By Lavonne Kuykendall