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  Outsourcing Is Up as Tech Crunch Hits IBDs

  By Janet Levaux, AdvisorOne  |  March 14, 2013

  Likewise, greater social media technology is coming to independent reps and their firms, say experts at TechLeaders 2013.

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  Use Technology to Protect Clients' Personal Information

  By Dan Skiles  |  February 25, 2013

  Clients may tell you how important it is for their personal information to be protected. What a lot of them don’t realize is that much of their information—some very personal and specific—is readily available on the Internet, usually free of charge.

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  Why Blogging Should Replace Marketing Newsletters for Financial Planners, Pt. 1

  By Michael E. Kitces  |  July 10, 2012

  A blog gives your content the potential for a far broader reach.

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  Aiming High—6 Strategies for Success

  By Bill Good  |  June 27, 2012

  Let’s say you are bringing home $250,000 a year, certainly a good living. But you want to go to the top. How do you get there? UBS's Ira Walker lays out a plan.

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  3 Reasons Financial Planning Firms Should Blog: Pt. 1

  By Michael E. Kitces  |  March 23, 2012

  The inspiration for today's blog is a recent conversation I had with a fellow financial planner, who said, "I feel like I'm 'supposed' to have a blog and I don't even know why. What's the reason?"