Practice Management

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Morgan Stanley Wealth Profit Rises But New Client Money Stumbles

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Profit in Morgan Stanley's wealth management division rose 24.6 percent in the first quarter, but new money from clients fell by about one-third, the company said on Monday.

The Grass Isn’t Greener: Considering The Financial Ramifications Of Divorce

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This attorney maintains that it is shocking that the decision to end a marriage is frequently made with seemingly little regard given to the financial consequences.

United Capital Studies Clients' Secret Needs And Desires

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The results of a six-month study suggested advisors who want to help their clients reach their life goals need to take a different approach.

New Fiduciary Rule May Create E-Mail Problems For Advisors

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E-mail one client and you might be a fiduciary. E-mail two clients, and you might not be, says the DOL.

Smart Marketing Techniques Grow Businesses

by FA Staff

Marketing leaders get more clients and revenues for their firms.

Want Don Draper's Office? Here's How to Get It

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Mad Men's set decorator offers six tips for recreating the timeless, yet functional workspace of TV's famous ad man.

Fidelity, FirstPoint Team Up To Handle Advisors' Smaller Relationships

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Fidelity and FirstPoint, a Mariner Wealth subsidiary, have teamed up to offer advisors help with mass affluent clients.

Brokers Use Decoys, Spy Tactics To Go Independent

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Secret contracts, covert real-estate deals, scurrying around after nightfall to avoid detection: This is how far big-bank brokers are prepared to go when they plan to go independent.

How Safe Are Your Clients’ Assets?

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Cybercrime is a growing threat in the advisor industry.

The Next Rung

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Faced with higher costs and tepid recruiting, broker-dealers want to grow organically—and smarter.

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