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What is impact investing and which wealth demographic cares?
Advisers who plan to be in business 10 years from now or intend to seek assets from younger investors need to become familiar with the universe of impact investing. Unlike socially responsible investing's focus on screening out certain types of companies such polluters, impact investing proactively
Is there a popup opt-in revolution under way?
More sites are finding value in using popups to increase the reach of opt-in e-mail lists.
Too much of a good thing? What to do when clients are addicted to wealth
When the need to accumulate money becomes an investor's sole preoccupation, chances are it is a case of "wealth addiction." Find out how advisers have steered clients back from the brink to healthier lifestyles.
How to use your hobbies to master client prospecting
Prospecting from your passions can unify and engage what you enjoy with your profession.
Feel like you've lost control of your business? You're not alone
Feel like you've lost control of your business? Well, you're not alone. A new FPA report highlights the problem and potential solutions: Can you say time blocking?
GAO cites SEC for cybersecurity lapses
Weaknesses found in way agency authenticated users, authorized access and encrypted data.
Look beyond financial planning schools to find the next superstar
Advisers find successful hires in a swathe of academic disciplines, not just planning.
Opportunity knocking as clients continue diversifying financial advice: Cerulli
Number of advisers that average household uses tops three; many in the market for more help.
As clients' time gets crunched, video conferencing grows up
The requisite in-person client meeting has given way to more frequent virtual meetings; many services are available to provide the technology.
Latest Betterment, LearnVest fundraising elicits a Twitter firestorm
[View the story "Betterment, LearnVest and the robo-adviser landscape" on Storify]
Online rivals Betterment, LearnVest rake in $60 million of venture funding
Betterment's Series C round brings in $32 million; LearnVest closes on $28 million; fundraising touches off a Twitter firestorm.
Pressure mounts on advisers to lower fees
A national focus on financial industry fees has moved into the advisory realm. Clients are increasingly asking their financial advisers to lower — or at least explain — what they are paying in investment and advisory fees, some advisers said. “We're receiving more phone calls asking to have this
Advisers say clients are calm, cool as market crumbles
Long-term outlook is still bullout even as correction gets nasty; volatility not a surprise
Millennials: Young and poor now, but your mainstay clients someday
They may not have money now, but executives say you should get ready for when they do.
Billion-dollar teams inch into indie market
With improvements in technology and compensation models, independent firms are narrowing the gap in the competition for the biggest talent on Wall Street.
Explore your opportunities and be informed for your next move.
February 27, 2014