RIA Central
- The One Thing You Should Be Doing for Your Practice
- News Roundup: Tax planning in demand, broker protocol raises questions, and succeeding in the retirement plan niche
- Build a strong foundation for client engagement
- News Roundup: Delegating practice management, legal tips for breakaways, and future retiree vulnerability
- Tips for creating a marketing activity tracker
- Make a Positive Impression on CPAs this Year—Especially at Tax Time
- 3 Tricks to Maximize Attendance at Your Next Prospecting Event
FA Magazine News
- Abby Johnson Prepares Fidelity For A $22 Trillion Shift To Women
- Bridging The Divide Between Robo-Advisors And Traditional RIAs
- Sweeter Bonuses For Women This Year As Wall Street Confronts Gap
- Goldman Sachs Star Dismissed 15-Year Veteran On Maternity Leave
- Buy-The-Dip Is Failing In S&P 500, Evoking Bear Market Memories
- Cryptocurrencies Plummet, With Bitcoin Tumbling Toward $5,000
- LIMRA Study Reports Client Happiness Is Tied to Development of a Retirement Plan
Financial Planning Magazine
- Tax surprises clients may face in retirement
- When size matters: choosing among top-tier dividend payers
- When advising clients means taking action they don’t like
- Assets balloon in gender equality funds, but do they work?
- Why M&A’s ‘M&M’ sluggers are hitting home runs
- How seniors can avoid these common scams
- Why advisors can’t ignore text messaging
WealthManagement.com
- Advising a Caregiver? They Need Your Help, Survey Finds
- Don Cheadle Takes Us Back to Black Monday, the Worst Stock Market Crash in History
- New Jersey Hears Testimony on Fiduciary Proposal
- Saving Money on Life Insurance - Part 2
- Abby Johnson Prepares Fidelity for a $22 Trillion Shift to Women
- The Persistence of High-Fee Index Funds
- The Most Expensive Plain Vanilla Index Funds
NAIFA
- NAIFA-New Jersey Testifies on State Fiduciary Proposal
- NAIFA Members to Convene for National Advocacy Meeting
- States Move to Regulate Short-Term Limited Duration Insurance Policies
- NAIFA Staff Meet With Newly Appointed Senior Officials at the Department of Labor
- NAIFA CEO Kevin Mayeux Comments on the Midterm Elections
- Insurance Advisors Help Consumers With Health Care Options During Open Enrollment
- NAIFA President at WIFS Conference
Investment News
- They have little tolerance for sexual harassment, but most advice firms lack formal policies
- Fintech one of few areas willing to give women a break
- From the C suite with Advisor Group's Valerie Brown: Everyone must contribute
- Peggy Ruhlin on steps advice firms can take to improve the female famine
- Why wealth management needs more women
- Lessons I've learned on how to thrive
- Kara Stein: Recent gains in female leadership aren't enough
RIABiz
- Lisa's Bits: Goldman Sachs's $35-billion RIA loses nine more advisors who form Veracity Capital; Mariner makes biggest-ever RIA deal of $2 billion; Focus stock is steady in rocky market and gets 'F' rating from Schwab
- Bob Reynolds -- 11 years after leaving Fidelity -- is going after its fatter margins with a beefed-up virtual RIA
- Oisin's Bits: Focus Financial shares crater after Rudy Adolf's answers to analysts fail to mollify; RIAs get negotiating boost as T.Rowe 'proves' plans boost profits, but is it a fallacy?; and Genstar's tenure as Cetera' owner has started with a bloody nose, despite more than half a billion inflows
- Brian Hamburger convinces his FSI nemesis to debate him in Las Vegas, after trips to San Francisco and Washington
- Signature Family Wealth Advisors, loses a founder and sells to the original 'Alex. Brown' $67-billion RIA
- Victory Capital to pay $1 billion -- of mostly other people's money -- for USAA mutual funds and use of its sweet brand-- Victory who?
- Abby Johnson finally breaks through the glass ceiling at Fidelity Investments and now she's busy taking big-time -- if calculated -- risks worthy of her father's legacy
WSJ – Financial Advisor
- Voices: Lisa R. Hatcher, on Female Clients in Abusive Relationships
- Wealth Adviser: Poised for U.S. Stocks to Weaken
- Voices: Samuel R. Scott, on Blurring the Fiduciary Standard
- Wealth Adviser: Don’t Get It Wrong About the Rich
- Voices: Rand Spero, on Helping Young Clients Prioritize Savings
- Wealth Adviser: More Are Using Asset Protection Trusts
- Don’t Make This Mistake With Your 401(k)