Danielle Reed

Online and mobile social connectivity is now fully integrated into the modern way of life for your clients. If it is important to clients, it should be important to advisors, says Mike Langford, senior social business strategist at Socialware.

Despite the easy passage of Rep. Eric Cantor’s Small Business Tax Relief bill, H.R. 9, in the House of Representatives, RIA firms aren’t likely to be counting on any tax savings at this point.

While most advisors do focus on generating referrals, many forget to spend time figuring out whether their businesses are worthy of getting those referrals in the first place, says Ken Unger, advisor coach and president of Million Dollar Producer.

The Financial Services Institute has expanded its agenda to include retirement and tax issues. As part of the expansion, the independent broker-dealer advocacy group has hired Robert Lewis as government affairs counsel for tax and retirement.

Here’s an interactive slide show with five tips from ACE Private Risk Services on maintaining adequate insurance coverage into the retirement years.

Advisors looking to diversify client portfolios into international and emerging markets investments should take a close look at Latin America, says Heiner Skaliks, portfolio manager of the Strategic Latin America Fund.

FINRA is taking comments on its proposal to change the rules for its current procedures for removing complaints about advisors from a central database. But time is running out, as the comment period ends May 21.

This year, 20% of respondents to a survey by John Hancock Financial Services say they’re more likely to spend extra pay they get from lower payroll taxes, up from 12% last year.

The one-size-fits-all approach to advice and investing won’t work, says John Anderson, head of practice management solutions at SEI Advisor Network. The real question isn’t whether clients will change, but rather whether your business will change.

“I am very excited about this transaction. In addition to increasing our assets under management, it gives us some new and interesting fund offerings, and access to a premier distribution system,” says Steven M. Graziano, president of Touchstone.

The percentage of investors who believe they’re in a better financial position today than they were two years ago rose to 43% in the first quarter, compared with 33% in the last quarter of 2011.

Real estate may be cyclical, but having exposure to real estate — especially commercial real estate — in a portfolio as an alternative source of income can be beneficial. What’s the best way to evaluate whether it makes sense for a client?

Here's an interactive slide show featuring nine advisors who have found ways to connect with thousands of people on Twitter.

Here’s an interactive slide show that delves into five of the most common problems – and some solutions – facing clients who are already retired.

Former SunAmerica executive Frank Hayn will support existing retirement plan business and will help NPH representatives grow their practices in the retirement plan and 401(k) space.

The advantages of having both an RIA and broker-dealer relationship include ownership of the business while having the support of a full service broker-dealer.

The more than 1,300 registered representatives and financial advisors at Ameritas Investment will now be able to breathe easy as they tweet.

Not knowing how to save for retirement is a problem that affects Americans at all income levels, including the highest, according to a new study.

Advisors may still feel a bit awkward as well as worried about compliance when they use social media, but they’re definitely using it to build their brands and businesses, according to a new SourceMedia study.

Ross Sims, previously at ING Financial Advisors, joins RIA and broker-dealer Atlanta Capital Group as a retirement plan specialist and managing partner.