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  • May 14, 2013
    Article
    Reuters

    Controlling Your Online Image  

    It isn't vain to Google yourself over and over again, especially if you are a financial adviser - it's simply prudent in an era when consumers check online reviews of everything from restaurants to slippers before they sign on the dotted line....More
  • May 13, 2013
    Article

    Baby Boomers Driving the Technology Wave

    Forget “next-gen.” The real push for an online component to the financial advisory business is coming from the older generation, and the change is happening faster than you thought....More
  • Apr. 30, 2013
    Article

    Is a Designation Worth It?

    Advisors who have professional designations earn more, according to new research by Aite Group presented at the IMCA annual conference in Seattle....More
  • Apr. 30, 2013
    Education

    How to Succeed Online

    Today most advisors fail to maintain a winning online presence. Attend this webinar and learn how to beat the odds and create an irresistible web strategy! Join us as we discuss best practices for creating a compliant website that delivers long term, measurable results. We will cover a simple 3-stage process aimed at allowing you to maximize the value of your web presence. You'll learn:...More
  • Apr. 30, 2013
    Article
    REP.

    Social Media Start-up Will Depend on Early Adopters, Flexibility

    The success of Finect, a new social media network for financial advisors, will depend largely on convincing a critical mass of advisors its worth their time....More
  • Apr. 26, 2013
    Article

    The Return of the Wirehouse 1

    Many in the industry rave about the independent model, but the wirehouses have stepped up their game on practice management, making them an attractive long-term proposition for many advisors....More
  • Apr. 18, 2013
    Article
    REP.

    Going Into Stealth Mode on LinkedIn  

    If you are planning on doing some serious LinkedIn prospecting (or research) it’s never a bad idea to switch your profile over to anonymous. This feature hides your identity from the profiles you’ve viewed....More
  • Apr. 12, 2013
    Article
    REP.

    It’s Not You, It’s Me - How to Disconnect on LinkedIn  

    As LinkedIn has evolved into a premier networking tool, some advisors have started to realize that connecting with anyone and everyone may not be the best strategy....More
  • Apr. 2, 2013
    Article
    REP.

    A Recipe for Your LinkedIn Voice

    If you are a promotional machine on social networks, you are driving your connections away. If you are sharing irrelevant content, your connections are becoming numb to your message. Both are damaging your social relationships....More
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Absolute Perfection

This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

Image courtesy of  Christie’s Images Ltd. 2013

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Financial Planning: Best information sources and research tools?

I am new in financial planning and am approaching the profession with several years experience working in personal trusts and have just completed a financial planning course. I am considering going out on my own and am trying to get some tips and ideas as to the best ways to stay informed and to provide clients with the best expertise and skill set possible. Does anyone have preferences and/or advice as to the best ways to stay current and in compliance with legal, tax and market changes?...More
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Most Recent Blogs & Columns
May 17, 2013
blog

Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More
May 16, 2013
User Submitted Content

The Checks Aren’t Always Equal: Why RIAs Should Tap Multiple Custodians for a Successful Practice

Challenging economic climates often bring unforeseeable opportunities. New opportunities could, of course, help your clients maximize their potential. With the evolution of new technologies, financial products and account needs, new custodians have emerged to provide specialized services....More

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