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  • Apr 28, 2015
    The Daily Brief

    Not Just Your Millennial’s Advisor

    A majority of high-net-worth investors feel confident about the U.S economy, with about a quarter saying they’re confident enough to explore online financial advice tools....More
  • 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
  • Apr 21, 2015
    The Daily Brief

    Wall Street Week Returns

    Wall Street Week returned to the airwaves last week, hosted by Skybridge Capital's Anthony Scaramucci and Morgan Stanley's Gary Kaminsky with guest Jeffrey Gundlach....More
  • Apr 20, 2015
    The Daily Brief

    The 401(k) Millionaire: Myth or Reality?

    Earlier this year Fidelity got a lot of attention with its proposal that those making even less than $150,000 a year could still save over $1 million in their 401(k) accounts, if they started early, saved north of 10 percent of their income, got matching corporate funds, invested in stocks, and never cashed out....More
  • Apr 17, 2015
    The Daily Brief

    British Advisor Attrition Slows

    Financial adviser numbers have stabilized in the United Kingdom after five years of sharp decline, according to a report from the Association of Professional Financial Advisers (APFA)....More
  • Apr 16, 2015
    The Daily Brief

    Struggles After the Shield

    How are former NFL players faring with their finances post-retirement? According to a study that collected court filing data of about 2,000 retired players drafted between 1996 and 2003, a total of one in six players declare bankruptcy within 12 years of retirement....More
  • Apr 15, 2015
    The Daily Brief

    Women Retire Poorer

    RIAs need to view technology as an investment, not a cost, according to the RIA in a Box Compliance Blog. And those firms that are aggressive in adopting new technologies are also the ones that grow the fastest....More
  • Apr 14, 2015
    blog

    Bad, Bad Leroy Brown

    Leroy Brown Jr. is facing fraud charges after he fraudulently portrayed himself as a stockbroker and used his military background to bilk investors....More
  • Apr 14, 2015
    The Daily Brief

    Risky Business

    It turns out there might have been some science behind James Bond cleaning out the competition on the poker table in the 2006 film Casino Royale....More
  • Apr 13, 2015
    blog

    How To Prepare For An Advisor's Unexpected Death 2

    After the untimely deaths of three advisors over a year and a half, president and founder of Integrated Financial Partners Paul Saganey knows more than most to plan for the unexpected....More
  • Apr 13, 2015
    The Daily Brief

    How a Virtual Advisor Makes It Work

    Katie Brewer, who targets clients under 50, has made it work as a virtual financial planner, using online tools like Google Hangouts, Skype and JoinMe to conduct client meetings....More

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