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  • Apr 27, 2015
    blog

    IMCA Launches New Behavioral Finance Program

    The Investment Management Consultants Association is rolling out a new online education program around behavioral finance....More
  • Apr 27, 2015
    The Daily Brief

    All-Inclusive

    Wells Fargo and TIAA-CREF are among the top U.S. companies with the most diverse workforce. The two financial services instructions landed in the eleventh and thirty-seventh spots, respectively, on DiversityInc’s 2015 Top 50 Companies for Diversity....More
  • Apr 24, 2015
    blog

    Financial Services Ramping Up Spending On Cybersecurity

    Financial services and banks will spend $9.5 billion in 2015 to defend against hackers, second only to the government....More
  • Apr 24, 2015
    blog

    Private Equity, Banks Get Back in the RIA Deal Game

    After essentially sitting on the sidelines during 2014, private equity firms and banks were again buying up RIAs in the first quarter of 2015, according to DeVoe & Company....More
  • Apr 24, 2015
    The Daily Brief

    Human or Robo?

    What happens when you put a robo portfolio next to that of a flesh-and-blood advisor? MarketWatch analyzes the differences....More
  • Apr 23, 2015
    The Daily Brief

    Crowdsourcing Financial Advice

    Can you crowsource financial advice?...More
  • Apr 22, 2015
    blog

    When to Walk Away From a Deal

    Even the best advisory practices can have issues, so it’s important for advisors to know when to step away from a deal to buy a practice....More
  • Apr 22, 2015
    blog

    Raymond James eSignature Fails to Catch On

    After rolling out the electronic signature capabilities in December, the leaders of Raymond James’ technology operations say advisors at the firm have been surprisingly slow to utilize the oft-demanded tool....More
  • Apr 22, 2015
    The Daily Brief

    Looking for Help? Look to Buffett

    Which financial experts do investors have the most confidence in? According to a new Spectrem Group study, Warren Buffett has the highest credibility....More
  • Apr 21, 2015
    blog

    Three Charts that Explain Raymond James’ Growth

    Raymond James has grown steadily in recent years. Here are three charts that lay out the firm's advisors, assets and revenue over the past five years....More

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