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  1. Articles

    SEC works on rule requiring practice transition plans

    The regulator wants advisers to develop continuity plans to avoid major disruptions to clients and markets.

  2. Articles

    Fidelity Institutional weighs own robo offering

    Months after teaming with Betterment, Fidelity has added LearnVest to its platform, and may even one day launch its own automated advice platform.

  1. Articles

    Don't underestimate the potential impact of Tony Robbins on the financial advice arena

    Tony Robbins might be one of the few people with the intelligence, experience, empathy, drive and powers of persuasion to move the advice industry forward. Related: Tony Robbins wants to be the new voice for independent advisers

  2. Articles

    GOP Senate win gives it the clout to change Obamacare

    With Republicans leading the House and Senate next year, the possibility of some reforms to the Affordable Care Act are possible. The rules around the employer mandate seem to be those most likely to find compromise within the Congress and at the White House.

  3. Articles

    Look for the next-gen candidate who interviews you: Expert

    Look for the next-gen candidate who interviews you: Expert Young advisers need to demonstrate 'fire in the belly' Nov 7, 2014 @ 2:56 pm By Liz Skinner + Zoom "The students that do the best are likable and coachable, and they have a passion in their belly for this work." - Derek Klock, associate

  4. Articles

    Transition from a practice to a business

    Commonwealth Financial Network's managing principal of practice management provides practical guidelines to help you embrace the role of CEO in your business.

  5. Articles

    How advisers are guiding clients through critical crossroads

    How advisers are guiding clients through critical crossroads Advisers forced to go beyond numbers when faced with client concerns and worries Nov 2, 2014 @ 12:01 am By InvestmentNews Staff For the third of a series of special reports on the Crossroads the financial advice business is facing, we

  6. Articles

    Forget the empty nest, parents now fear the costs of a full one

    Pre-retirees whose kids are moving back home after college — or after failed careers or marriages — are spending so much on their adult children that some are risking their own financial futures.

  7. Articles

    Scars from past downturns resurface

    Investing during periods of heightened market volatility is one thing, but dealing with investor emotions is another thing altogether.

  8. Articles

    FPA, CFP Board deny urge to merge

    Financial Planning Association officials say they, in fact, stand up to CFP Board, and that both organizations serve different missions.

  9. Articles

    Yes, you need a brand. You really do.

    Your personal brand should differentiate you in your firm or in the marketplace and position you as an expert.

  10. Articles

    Big 3 business catastrophes: How to cope with a shock to the system

    We can all be blindsided by scary surprises, which aren't usually conveniently aligned with what we prepare for. But we can be.

  11. Articles

    Robo-advisers say they aren't worried about Schwab

    Robo-advisers say they aren't worried about Schwab's new entrant but one market analyst isn't so sure the young industry can hold up against the giant household name.

  12. Articles

    Mariner Holdings on hiring spree

    Parent of RIA Mariner Wealth Advisors wants to hire up to 160 employees over the next six months.

  13. Articles

    Concierge services are not just for hotels

    How advisers can build stronger business relationships by making prospects and clients feel like they are the most important people in the world.