Stacy Schultz

Though still in its infancy, some social media strategies work better than others.

Insitutional broker-dealer M.S. Howell has opened an RIA division, as all eyes focus on the ability of smaller firms to survive.

With this next round of volatility will undoubtedly come the fear and panic that your clients have become all too familiar with over the past few years. Clients who feel that their advisor isn’t communicating with them will find another who will. The time to be proactive is now. Here’s how.

Adam Horowitz, credited with building Merrill’s equity franchise in South Africa, returns to the company as head of its Europe, Middle East, Africa global client coverage.

Your assistant could be the future of your firm. But does he or she want to be?

Does it mean you have failed if you release clients who aren’t bringing enough revenue?

In 2010, advisors are looking to grow their business. But in order to have time for recruitment, you’re going to have to let some of your clients go. Here’s how.

This week, LinkedIn rolled out its new “Follow Company” feature. See how this can help you build relationships with existing clients—and recruit new ones.

The firm’s growth was offset by its absorption of three of its affiliated broker-dealers, which it began transitioning in September and completed in the first quarter.

Nearly half of alternative investors surveyed by Brighton House Associates said they were interested in hedge funds following global macro trends because of its broad economic approach and highly liquid structure.

According to Sullivan, everyone has multipliers, each of which are related to five main topics: Time, people, money, technology and purpose in life.

In the last of our three-part series, Hulett discusses the challenges to expect and the one thing no one talks about when discussing how to focus on a target market…

Fidelity persists on path to nabbing more 401(k) assets, this time offering RIAs an all-in-one package to sell to their business clients.

Ever since the recession began, everyone from media outlets to industry gurus have deemed 401(k)s a failure. One recent study is directly disputing that argument.

Serving a niche market can allow you to increase your assets under management and set you apart from other advisors in your area. In the first part of this series, learn where to find a niche—and whether it can be profitable.

Your questions answered about LinkedFA, the new FINRA compliant social media site that allows financial advisors to promote their practices.

Hedge funds were up just slightly in February, mostly in line with global markets. But is the lack of skyrocketing returns making investors increasingly averse to these high-fee funds?

IndexIQ is the latest provider to join in on the trend, offering Canadian and Australian small-cap ETFs, the first two in a series of such single-country funds.

You will almost certainly need to hire new, younger advisors at some point in your career. Do you know where to look—or better yet, what to look for?

Buyers of long-term-care insurance chose cheaper policies and more inflation protection in 2009, according to research from the AALTCI.