Your Practice

  1. All
  2. Articles

Watch breaking news videos and read news updates about your practice on investmentnews.com

  1. Articles

    Identifying the best fit for your business

    I recently participated in a webcast outlining key considerations for advisers looking to transition or sell their practices to another firm. While a number of things were discussed, the underlying theme of our conversation was the need to perform due diligence to identify the best option for an ...

  2. Articles

    Did Merrill Lynch's latest high-profile recruiting coup break the bank?

    Breakfast with Benjamin A record Merrill Lynch signing bonus might have pushed its monetary limit. Plus: Loving European stocks but hating the euro, taking a fresh look at gold, and protecting the nest egg from rising drug costs.

  1. Articles

    Nine tax-saving apps for advisers

    Everyone can use a shortcut when doing taxes, and a few apps are grabbing advisers' attention as they find ways to save time and a few bucks on – or before – April 15.One of the first was the Internal Revenue Service's IRS2Go, available on iPhone and Android since 2011. It lets people track the

  2. Articles

    Integration is the next big thing

    Vendors, most of whom are competitors, increasingly work together, allowing advisers to move easily between platforms and, in some cases, to share relevant data.

  3. Articles

    Consumers are saving at the gas pump but not spending at the mall

    Breakfast with Benjamin: Retail sales are not supposed to slump when gas prices are low, so where's that money going? Plus: Larry Summers advises the Fed against hiking rates, how to use good food to attract new clients, and rich people get another cool perk just for being rich.

  4. Articles

    Daniel Kahneman's top advice: Don't churn accounts

    Renowned behavioral economist Daniel Kahneman says advisers must recognize the cost and futility of betting against the market and trading too much.

  5. Articles

    Sallie Krawcheck: Don't underestimate robo-advisers

    Sallie Krawcheck says online advice industry is filling a gap in the marketplace.

  6. Articles

    Exclusive: Fidelity to acquire eMoney Advisor in major adviser-tech deal

    The Boston fund giant will acquire eMoney Advisor, a top financial-planning software manufacturer, in a move that could resonate as one of its most potent adviser-technology deals to date.

  7. Articles

    NAPFA compensation committee member says AUM fees for cash raise conflicts

    Advisers cutting fees for managing low-yielding cash positions has become popular but critics, including a NAPFA compensation committee member, say the practice presents big conflicts of interest.

  8. Articles

    Wealthfront, Edelman clash on robo-advisers

    The old guard of wealth management clashed with the new as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with Adam Nash, the top executive at Wealthfront.

  9. Articles

    Adviser pool continues to drain, losing 2% in 2013

    According to new data, adviser headcount fell by 1.9% in 2013, as about 5,500 advisers left the industry and were not replaced.

  10. Articles

    Good looks aren't everything, but it might help you attract more assets

    In today's Breakfast with Benjmain, looks might help money managers land more assets, but they also tend to underperform. Plus: Darryl Strawberry's contract balance goes to the highest bidder, Florida investment manager charged with bilking $17M from clients, and a hedge fund manager uses proper ...

  11. Articles

    In Obama's State of the Union, advisers see a 'provocative' call to tax wealthy

    When the president delivers his State of the Union address tonight, he will make proposals that could change the basic assumptions advisers rely on for wealthy clients. (See also: 13 crucial state tax changes.)

  12. Articles

    Repeal of Obamacare emerges as a market risk

    On today's Breakfast with Benjamin, the market's reaction to a repeal of Obamacare might not be pretty. Plus: Financial advisers take on defined contribution plans, cheap oil uncovers driller debt burdens, and Kraft Foods gets (Cadbury Crème) Egg on its face.

  13. Articles

    U.S. economy reclaims post as global growth engine

    On Monday's Breakfast with Benjamin, the U.S. economy reclaims the post of global growth engine, though the Federal Reserve remains all quiet on the rate hike front. Plus: How to invest when a rosy jobs report hurts stocks, Goldman picks a list of losers, and millennials go home for financial ...