Practice Management en The First Set of DOL FAQs, Explained <div class="node-body article-body">The Department of Labor released the first of three frequently asked questions regarding its forthcoming fiduciary rule this week. </div> <p><a href="" target="_blank">read more</a></p> Industry Client Relations Regulation & Compliance Fri, 28 Oct 2016 15:35:00 +0000 1391271 at Wall Street Coders Wanted, Elite College Degrees Not Necessary <div class="field-byline"> Hugh Son </div> <div class="node-body article-body">Banks need to fill so many programming jobs that elite schools can’t possibly pump out enough candidates. </div> <p><a href="" target="_blank">read more</a></p> Industry Technology Careers Fri, 28 Oct 2016 15:27:00 +0000 1391261 at Fiduciary Rule FAQs <div class="node-body blog-body">Department of Labor releases its first wave of FAQs on the fiduciary rule, baby boomers seek more advice from advisors than millennials and CentSai launches experts section.</div> <p><a href="" target="_blank">read more</a></p> Industry Blogs Client Relations Prospecting Retirement Planning The Daily Brief Fri, 28 Oct 2016 10:00:00 +0000 1389781 at Thank Technology for Work-Life Integration, Not Balance <div class="field-byline"> Susan Glover </div> <div class="node-body article-body">Are you really leading a balanced work-life existence? Here are some ways to identify just which way you lean.</div> <p><a href="" target="_blank">read more</a></p> Technology Careers Thu, 27 Oct 2016 19:06:00 +0000 1389941 at DGLimages/iStock/Thinkstock LinkedIn + Facebook = Introductions² <div class="node-body article-body">How to leverage the power of social media to boost your prospects.</div> <p><a href="" target="_blank">read more</a></p> Marketing Prospecting Thu, 27 Oct 2016 15:49:00 +0000 1389651 at Connecting to the “Rewired Investor” <div class="node-body article-body">Schwab’s chief technology officer predicts financial services firms will connect to the “rewired” investor with chat bots, virtual reality and machine learning, and that “we’re going to move past investment management as a focal point in five years.” </div> <p><a href="" target="_blank">read more</a></p> Industry Technology Client Relations Thu, 27 Oct 2016 15:22:00 +0000 1389471 at <p>We&#39;ve come a long way since the Commodore 64.</p> Copyright Sascha Steinbach, Getty Images Stephen and Kevin Show Episode 41: Getting the Most Out of a Coaching Relationship <div class="node-body video-body">Most successful professionals, regardless of their profession, use a coach. In Episode 41 of the Stephen and Kevin show, the guys offer some valuable tips for getting the most out of these types of relationships.</div> <p><a href="" target="_blank">read more</a></p> Business Planning Client Relations Marketing Prospecting Practice Management Thu, 27 Oct 2016 15:00:00 +0000 1389661 at Succession Planning for Advisors <div class="field-byline"> Andrew Crowell </div> <div class="node-body article-body">Successful succession planning requires time and preparation.</div> <p><a href="" target="_blank">read more</a></p> Business Planning Client Relations Wed, 26 Oct 2016 18:42:00 +0000 1387651 at Five Ways Technology Will Change How Your Clients Age <div class="node-body gallery-body">Advisors can steer clients towards the technology that will help them in old age. Here are the top five ways. </div> <p><a href="" target="_blank">read more</a></p> Technology Client Relations Wed, 26 Oct 2016 15:40:00 +0000 1387451 at Millennials Are Coming and They Want Sustainable Investments <div class="field-byline"> MaryAnn Busso </div> <div class="node-body article-body">Millennials really are different than other generations.</div> <p><a href="" target="_blank">read more</a></p> Client Relations Equities Mutual Funds Wed, 26 Oct 2016 13:57:00 +0000 1387071 at nensuria/iStock/Thinkstock