wealth management

• 

  Advisors Beware: Silicon Valley’s Jemstep Targets Underserved Mass Affluent

  By Joyce Hanson, AdvisorOne  |  March 12, 2013

  For a fraction of brokers' fees, Jemstep offers buy/sell trade ideas for an individual’s 401(k), IRA and brokerage accounts.

• 

  Women and Taxes: Tax Season Gender Gap?

  By Joyce Hanson, AdvisorOne  |  March 11, 2013

  Now that the fiscal cliff deal is a reality, women—whether young, in mid-career or retirement age—can expect to see a few tax rules that will affect them especially.

• 

  3 Financial Planning Business Models to Effectively Serve Gen X and Gen Y: Pt. 2

  By Michael E. Kitces  |  March 8, 2013

  Ideally, comprehensive financial planning services for today's young professionals should be implemented with a more clearly defined niche.

• 

  The Successful Retirement Plan Advisor, Pt. 1: 3 Traits They Share

  By Liz Davidson, Financial Finesse  |  February 18, 2013

  Three common traits are shared by those advisors who are most successful in their work with retirement plans and participants.

• 

  Barclays, Morgan Stanley, Raymond James Grab Reps From Rivals

  By Janet Levaux, AdvisorOne  |  February 15, 2013

  The movement involves advisors with more than $15.6 billion in client assets under management and $36 million in yearly fees & commissions.

• 

  Top RIA’s Top Business Model: Keep Your Hands Off!

  By Gil Weinreich, AdvisorOne  |  January 31, 2013

  Do-it-yourself investors and financial advisors associated with actively managed investments all are missing the boat, according to Mark Hebner, an RIA managing $1.8 billion who says the "passive advisor" is the best business model.

• 

  New Hire Roundup: CFP Board Announces Chair Appointments

  By Marlene Y. Satter, AdvisorOne  |  January 30, 2013

  This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.

• 

  Spire Investment Partners Adds Chamberlain Group in West Coast Expansion

  By Joyce Hanson, AdvisorOne  |  January 24, 2013

  RIA Spire Investment Partners, headquartered in McLean, Va., has expanded to the West Coast with the addition of the Chamberlain Group of Irvine, Calif.

• 

  13 Ex-Football Players and Finance: The Good & the Bad

  By Dan Berman, AdvisorOne  |  January 24, 2013

  After success of varying degrees in the NFL or college football, nine former players took the high road and four others the very low road.

• How LIBOR Settlement Could Hurt UBS

  By Janet Levaux, AdvisorOne  |  January 23, 2013

  UBS, which has more than 7,000 advisors in the Americas, recently agreed to pay more than $1.5 billion over LIBOR manipulation and related charges. Will its troubles drive away clients and recruits?