Updated Monday, August 31, 2015 as of 11:53 PM ET

Practice

Focusing on market-beating performance is a flawed strategy, says new columnist Jonathan Clements. Instead, advisors should focus on clients’ entire financial lives.  More »
Salesforce launched a new platform to help advisors work more efficiently as the cloud computing giant pushes forward with ambitious plans to alter the RIA tech space.  read more »
Melissa Duffy and Paige Todorich join HighTower in Portland, Maine.
The new recruits join the firm's now $650 million Simmons Wilkes Investment Advisor team.  read more »
Getting kicked out of the industry doesn't mean an end to payments from the sale of a book of clients. Plus, knowing whether FINRA’s suitability rule applies to foreign clients.  read more »
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Digital-first firms gravitate toward a blogging website that has aired several heated industry debates, a markedly different approach from the cautious way traditional firms present themselves online.  read more »
Baird Advisors Donna Drosner and Emily Phillips.
Senior advisors say they've discovered they can be the best recruiters for landing a younger partner, and one who might one day inherit their business.  read more »
Focusing on market-beating performance is a flawed strategy, says new columnist Jonathan Clements. Instead, advisors should focus on clients’ entire financial lives.  read more »
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Cybercrime: A Rising Threat
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Industry Events

September 30, 2015 | Hilton Niagra Falls, Niagra Falls, On.

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

November 12, 2015 | Salt Lake City, Utah

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