Trending Topics
Past Week
- Financial Advisor Technology Survey Results: Redtail And Junxure Are The Top Advisor-Specific CRMs, But Outlook Still Dominates
- Tech Survey By A4A Shows Schwab PortfolioCenter Remains No. 1 Portfolio Reporting App But Field Of PMS Vendors Is Growing
- Rollover Investors May Be Eager To Work With Advisors, But Where Are They?
- SMART Funds Have Outperformed Over The Past Five Years And Should Continue To Do So
- Economy And Investment Update From Fritz Meyer
- High Net Worth Investors Are Likely Leading The Rush Back Into Mutual Funds
- Showing Clients How Dividend Paying Stocks Can Help Offset Low Interest Rates
- Financial Planning Software Usage By Independent Financial Advisors; Results Of A Survey Of 2,019 Independent Advisors Shows MoneyGuide Pro Is No. 1
- Peer Groups Can Cause You Major Headaches, So Here Is A More Sensible Alternative
- Advisors Finding Themselves Having To Check Fund Paperwork For Fiduciary Drift
Past Month
- RIAs Are More Optimistic And Less Worried About Reducing Operating Expenses
- FinFolio: A Portfolio Management Software Targeted To RIAs With $200 Million AUM And Up
- Monitored An Employee Phone Call With An Advisor This Morning And Felt Compelled To Interrupt: VOIP For RIA Owners And OSJs
- Helping Clients Figure Out When To Take Social Security
- Financial Advisor Technology Survey Results: Redtail And Junxure Are The Top Advisor-Specific CRMs, But Outlook Still Dominates
- Steve Jobs: The Do and Don't Lessons of an Insanely Great Wizard
- Saying "No" To Prospective Clients And Firing Bad Clients Helps Ensure You Provide Great Value To Those You Choose To Work With
- Security Issues Advisors Should Ask Web-Based Application Vendors About
- IRS Private Letter Ruling Waives 60-Day IRA Rollover Rule For Surviving Spouse Claiming Duress
- Use Windows On Your iPad; A Solution For Those Leading A Bi-Platform Lifestyle
Past Quarter
- Why Are The Eggheads At Dimensional Fund Advisors So Focused On The 401(k) Business Opportunity For Advisors?
- Wealthfront, A Potentially Disruptive Online Wealth Management Solution, Is Funded By Silicon Valley Bigshots And Competes Against Advisors
- 10 Top Industry Stories Of 2011, A4A Readers' Choices
- More Details On The Implosion Of The Phoenix Office Of GenSpring, The Nation’s Largest Private Wealth RIA
- TD Ameritrade Demos How Its New Electronic Signature App For Clients Of Advisors Streamlines An RIA's Work
- What Do You Want To Be In 2012? A Business Or A Practice? How To Create A Successful And Enduring Investment Advisory Business
- Man Bites Dog: MoneyGuide Pro Criticized By Advisor; An Update On PIEtech
- Clamp-On Keyboard Mount Lets You Exercise On An Elliptical, Treadmill, or Exercise Bike While Using Your Computer
- SEC To RIAs: Don't Use Facebook "Like" Buttons; SEC Provides Guidance On What Constitutes A Testimonial
- Following Up On A4A's Most Popular Story Of The Past Year: The Problem With The CFP Business Model
Past Year
- The CFP Business Model Needs Help And Here's What You Can Do About It
- Buried In The Newly Released 2011 Survey Of Trends In The Financial Planning Industry: Serious Challenges To The CFP Profession
- Should Financial Advisors Register With Google Places? And Do Google Ratings And Reviews Break Rules Prohibiting RIA Testimonials?
- RIAs Can't Be Consumer Advocates If They Disregard SEC Advertising Rules By Using Social Media Apps Without Archiving Their Posts
- Are You Really “Independent” Before You Have Your Own RIA?
- How to Monitor Your Employees' PCs Without Going Too Far
- Why Are The Eggheads At Dimensional Fund Advisors So Focused On The 401(k) Business Opportunity For Advisors?
- Former NAPFA Chairman Mark Spangler's Home Raided By FBI In Criminal Fraud Investigation
- The Super Committee Won't Help The U.S. Fiscal Position Because We Need $4 Trillion In Cuts and Not $1.2 Trillion
- Scathing Column On Securities America Sales Practices By Minneapolis StarTribune Is Blind To Ameriprise's Mistakes
