In Search of the Best Financial Planning Software: Integration
As I near my decision on which financial planning software to choose, a last-minute integration issue arises.
My Advisor Technology Integration Plans for 2015
The larger an advisory practice becomes, the more important it is to integrate technology. Here's how I hope to progress next year.
New Hire Roundup: IMCA Names Whiting National Sales Director
John Carter of Nationwide was named IRI board chairman, and Tom Petrone became director of capital markets at Dynasty Financial Partners.
Striking Confidence Gap Between Advisors, Consumers in September
A striking gap in confidence has opened between financial advisors and U.S. consumers, and economic data released Tuesday spells out how far that distance has grown over the last month.
Housing Starts Rose a Surprisingly High 10.5% in August
The U.S. housing market got a much-needed boost on Tuesday as the government's report on August housing starts rose at the unexpectedly strong rate of 10.5%, its highest level in four months.
How a Top Advisor Uses BRIC Funds
A conversation about mutual funds and investing in Brazil, Russian, India and China with Carl J. Macko, MBA, CFP, president of Synergy Capital Management LLC, Atlanta.
Broker/Dealer Briefing: Fidelity Enhances Broker Workstation
Fidelity's National Financial unit announced July 13 enhancements to its Streetscape brokerage platform, including the addition of Thomson One wealth management applications, that will be...
Fidelity Enhances Broker Workstation
Streetscape platform to add Thomson Reuters capabilities
Home sales beat expectations
Pending home sales unexpectedly rose 7.4 percent in August, according to The New York Times. This is the highest reading since June of 2007, the...
Yes, he does have brightly painted totem poles as part of his office decor. But you may as well toss out all your other expectations...