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The Arizona Institute, with a reputation going back more than 60 years, is FSP’s annual event for sophisticated planning strategies and solutions for complex client needs. The 2015 meeting takes place January 18-22,...

source: FSP

A fundamental shift has already occurred in cloud adoption, according to technology author Nicholas Carr, and with that comes big new challenges and opportunities. Carr revealed that only 3 percent of businesses currently reject the cloud outright. Some barriers to adoption...

source: Accounting Today

When it comes to wishing clients a happy holiday, many advisors may opt for a simple handwritten note. Why not send a message your clients will use — and think of you as they do? Consider an app tailored to a client’s interests, a song download for the holidays,...

source: WealthManagement.com

There are many ways to prospect and look for new clients, but is there a way to find new clients that are similar, if not exactly like your current best clients? The following steps explain how you can find clients that will work with your profile. One of the quickest ways...

source: LifeHealthPro

The House passed late Wednesday by 378-46 vote, H.R. 5771, the Taxpayer Tax Increase Prevention Act of 2014, which extends for one year a host of individual and business tax provisions that expired at year-end 2013. House Ways and Means Chairman David Camp, R-Michigan, said...

source: Think Advisor

LPL Financial subsidiary Concord Equity Group Advisors and its three founders have been ordered to pay more than $1.5 million in restitution and penalties for allegedly hiding commissions, in a settlement with the SEC. Clients fell...

source: Financial Planning


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