Andrew Pavia

There's a discrepancy between the technology clients expect and where "typical" advisory firms are, technology expert Joel Bruckenstein told advisors. “You’re moving too slowly and you have to be more aggressive.”

Securities America picks up a team with $100 Million in client assets while a Goldman vet heads to CapWealth. Here's a roundup of some of the most recent moves among independent financial advisors.

New rules up the ante on estate planning, making it imperative that planners change their tactics.

Advisors are bound to manipulate clients -- and that's not necessarily a bad thing.

It usually pays to wait, but not always. Here's a look at five important factors advisors should consider when developing Social Security strategies for clients.

Younger investors have eight times more money in Roth IRAs than traditional IRAs, according to one recent report.

Justin Reckers and Michelle Smith explain how and why to look into a wealthy client's assets during a divorce.

Justin Reckers and Michelle Smith explain how and why to look into a wealthy client's assets during a divorce.

The planning network hooks up with Guide Financial to offer cash-flow software to clients.

For wealthy and high-profile clients, privacy can be hard to attain. But most people don't want their personal lives made public, especially when they are going through a divorce. Here's how planners can help.

For wealthy and high-profile clients, privacy can be hard to attain. But most people don't want their personal lives made public, especially when they are going through a divorce. Here's how planners can help.

After variable annuity sales plunged in 2012, expectations are high for the coming years for new players and higher sales.

What makes top advisors different from everyone else? "They go deeper," says one practice management expert.

When it comes to teaching financial advisors new skills, two instructors may be better than one.

The Foundation for Financial Planning has named four new members to its board of trustees.

Northwestern Mutual is fishing for talent -- and it's using 6,400 hooks.

Financial services firms' 2014 plans center on product lines, distribution capabilities and technology, according to a survey done by Cerulli Associates.

Want to be a divorce financial planner? Here are the top tips to help you be successful.

The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.