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This iPad app can reduce your tax bill
FINTECH APR 02, 2012
This iPad app can reduce your tax bill

Upping your IRA contributions — and getting the tax break — have never been easier

By Lavonne Kuykendall
FINTECH APR 02, 2012
A better way to manage business cards

LinkedIn just rolled out CardMunch Version 3.0, available for the iPhone, which converts the information printed on a business card into digital form and links it to the card giver's LinkedIn profile

By Davis Janowski
WOMEN ADVISOR COMMUNITY APR 01, 2012
Merrill advisers win round in court

By AOSTERLAND
FINTECH APR 01, 2012
A tool to benchmark fees, pricing

By Janowski Davis
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
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
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
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
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
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
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
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
BATS worst IPO ever?
FINTECH MAR 27, 2012
BATS worst IPO ever?

Trading platform forced to pull its own initial public offering due to problems with its trading platform

By John Goff
FINTECH MAR 26, 2012
Will Facebook 'friend' IPO market?

By Bloomberg
PRACTICE MANAGEMENT MAR 25, 2012
LPL hikes payout for some advisers

By Darla Mercado
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
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
RIAS MAR 23, 2012
Commission addiction limiting adviser breakaways: Survey

By Lavonne Kuykendall
Wealthier people more likely to lie or cheat: Study
PRACTICE MANAGEMENT MAR 23, 2012
Wealthier people more likely to lie or cheat: Study

Some wealthier people &#8220;perceive greed as positive and beneficial,&#8221; experiments suggest

By Doug Cubberley
FINTECH MAR 21, 2012
Brinker Capital unwraps tablet allocation app

By Janowski Davis