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Growing minorities offer opportunities for advisers
Research on the financial attitudes of wealthy investors suggests advisers may have significant marketing opportunities among various racial groups. Today, about 17% of the U.S. population is Hispanic, 13% is African-American and 5% is Asian, according to the U.S. Census Bureau. By 2060, those
The Colony Group looks to women and institutions to drive growth
The Colony Group pulls ideas from entire staff about how to build its client base and assets under management.
Being smart about smart beta
Breakfast with Benjamin: Smart beta is here to stay, so you might as well try and figure out what the heck it is.
The smoke and mirrors of stock repurchase plans
Breakfast with Benjamin: These plans are all the rage, but whether they provide any benefits to shareholders is a whole different issue.
Advisers are doing too much, expert says
The best way to grow a practice is to cut out the nonessential and stop letting technology take control.
Maxing out a 401(k) doesn't mean you can't keep saving for retirement
Breakfast with Benjamin: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.
Let the journey begin
As the debate regarding holding brokers to a fiduciary standard was once more thrust into the sphere of public consciousness last week, via President Obama's address to AARP, and the financial advisory industry lit up with commentary from every corner, the noise was deafening as pundits and ...
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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 ...
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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.
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
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.
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.
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.
Sallie Krawcheck: Don't underestimate robo-advisers
Sallie Krawcheck says online advice industry is filling a gap in the marketplace.
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.