Practice Management

If you’re like many advisors, there’s a good chance you’re spending too much time on tasks that distract you from servicing your clients and growing your business. Research by Cerulli Associates has found that, on average, independent advisors s...

If you can’t beat ‘em, join ‘em, as they say, and UBS is looking for new ways to use its collection of customer data to compete with new tech-based asset allocation firms coming from Silicon Valley companies. UBS awarded $30,000 and a potential...

Nick Hayes on why it's almost too late to launch a social media account

New updates added to compliance platform aim to streamline review process for compliance teams