Practice Management

Displaying 10205 results
PRACTICE MANAGEMENT SEP 08, 2013
Time to re-price old clients

Advisers should value their services and not fear charging what they're worth, expert says.

By Liz Skinner
PRACTICE MANAGEMENT SEP 08, 2013
More precise numbers = more trust from clients

Research finds people who use specific numbers are considered more reliable.

By Liz Skinner
PRACTICE MANAGEMENT SEP 08, 2013
Serving San Juan and beyond

By JKEPHART
PRACTICE MANAGEMENT SEP 08, 2013
A trusted guide

By Liz Skinner
PRACTICE MANAGEMENT SEP 08, 2013
Marketing through connections

By James A. Anderson
PRACTICE MANAGEMENT SEP 08, 2013
A practice with roots close to home

By Bruce Kelly
RETIREMENT PLANNING SEP 08, 2013
Rethinking life insurance for gays

By Darla Mercado
PRACTICE MANAGEMENT SEP 05, 2013
Wells Fargo adds advisers managing $966M in assets

Five hires join from rival firms Morgan Stanley, UBS

By Michael Shagrin
PRACTICE MANAGEMENT SEP 05, 2013
Tax rule changes require re-planning

Advisers scurrying to learn new rules for same-sex married couples.

By Liz Skinner
PRACTICE MANAGEMENT SEP 04, 2013
NAPFA cuts provisional membership tag

Change affect small number of advisers but catches some off guard

By DJAMIESON
PRACTICE MANAGEMENT SEP 03, 2013
Adviser using her business skills in the statehouse

Run for office — and upset victory — doesn't deter clients on either side of the aisle.

By Mark Schoeff Jr.
PRACTICE MANAGEMENT SEP 03, 2013
BofA's Merrill reaches $160M settlement in racial discrimination lawsuit

Merrill Lynch reaches a $160 million settlement over a racial discrimination lawsuit filed by a group of advisers.

By Bloomberg
PRACTICE MANAGEMENT SEP 03, 2013
Cetera finds replacement for Grist

Cetera has hired Steve Dunlap, an executive at Bank of New York Mellon's Lockwood Advisors, to replace Barnaby Grist, who is leaving at the end of the month.

By Michael Shagrin
PRACTICE MANAGEMENT SEP 01, 2013
'I am the best financial adviser ever!'

Tired of hearing these claims from competitors who overhype their services? Be sure your own online brand is accurate.

By CNELSON
PRACTICE MANAGEMENT SEP 01, 2013
Review disaster plans, SEC warns

Alert urges advisers to take steps to shorten emergency recovery time.

By Liz Skinner
PRACTICE MANAGEMENT SEP 01, 2013
CFP Board's investigation director exits

Staples seeks to get more involved in securities regulation.

By DJAMIESON
FINTECH AUG 30, 2013
Top five social media regulatory issues for advisers

By Mark Schoeff Jr.
PRACTICE MANAGEMENT AUG 29, 2013
Rising rates hurt bonds? That's news to investors

Advisers will have their work cut out for them when rates start rising.

By Jeff Benjamin
INDEPENDENT BROKER DEALERS AUG 28, 2013
RIAs vs. wirehouses: who will gather more share?

RIAs continue to surge while full-service brokerage firms sputter

By DJAMIESON
PRACTICE MANAGEMENT AUG 28, 2013
Just in case the worst happens ...

Advisers need to tell clients of their own contingency plan.

By Liz Skinner