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  1. Articles

    Cybersecurity gets the SEC's attention as agency plans to query advisers on safeguards

    In risk alert, regulator provides advisers with a detailed checklist of what it expects firms to provide for cybersecurity protection.

  2. Articles

    Wirehouse executives push advisers to change the conversation

    Firms focus on pushing brokers toward holistic advice and a different product set, but adoption has been slow.

  1. Articles

    Tech-savvy young planners band together to share the wealth

    'FP Hackers' brainstorm issues facing new businesses — and even refer clients to one another

  2. Articles

    6 steps to a perfect business plan

    Do you have a business plan? Is it in writing and regularly reviewed? If your answer to one or both of these questions is “no”, what are you waiting for?

  3. Articles

    IRS chief pushes for comprehensive reform, not piecemeal approach to tax reform

    Meanwhile, Ways and Means to send tax extensions bill to full Senate on Thursday.

  4. Articles

    All stressed up and nowhere to go

    Studies have described the emotional and psychological stress that being a financial adviser entails. When one chooses this profession, there are ongoing, job-related stressors that must be addressed to function efficiently and prevent burnout.

  5. Articles

    Progress (not perfection) at Bradshaw Financial

    Trent Bradshaw's problems appeared obvious, and the solutions simple, but fixing a financial advisory practice takes time.

  6. Articles

    Kitces, Alan Moore to launch XY Planning Network

    Michael Kitces and Alan Moore, two financial advisers who have made names for themselves bringing light to disruptive generational change in the industry, will launch a network dedicated to helping advisers that work with young clients. The new network, called the XY Planning Network , will support

  7. Articles

    Finding originality in financial services in a sea of copycats

    It is very hard to stand out in such an overwhelmingly cluttered market place. Here's some of Joe Duran's strategies for success.

  8. Articles

    The secret to deepening relationships with top clients

    Make this five-step process a part of your practice and you will connect better with valued clients and their family members.

  9. Articles

    Creating clear career path critical to attracting NextGen advisers

    Adviser John R. Augenblick learned the hard way that you have to offer a clear career path to the next generation. As the financial crisis hit, one of his junior employees was poached by a competitor who was willing to offer the young professional a client-facing position immediately, he said. "We

  10. Articles

    5 ways to take your firm's vision statement from cliché to inspiration

    It's become a cliché to say your business needs a vision statement. And by now, many businesses have one. Unfortunately, most are an “obligatory” vision.

  11. Articles

    The adviser industry is shrinking (and why that's a good thing)

    Just like in every industry, there is a natural evolution of growth, maturity and then a disruption or tipping point, often caused by technology, that transforms it to take on a different shape and direction.

  12. Articles

    Financial adviser bracketology

    You have to ask yourself do you want to surround yourself with the right players, the right farm team, the right recruiting, the right coach to help you have consistent results like Tom Izzo or Mike Krzyzewski, or do you want to be a Wichita State? Are you trying to be the star player or one with

  13. Articles

    Identifying and attracting the next generation of advisers

    If we know the genetic code we're searching for, we then need to locate people who have it and have a strategy to get them to consider the opportunity

  @IN Wire

Mar 07 10:29PM
10 professions that need the most coffee to survive - I Love Coffee http://t.co/3XfZW17f0c
Mar 07 10:00PM
"J.P. Morgan Securities goes on recruiting offensive" http://t.co/Ag4rX0oR04 good read

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