Dave Lindorff

Veteran bank advisors are being lured away by big brokerages and finding new talent to take their place is challenging.

The robo "threat" may work itself out, says one expert, but that could take a long time. Plus, it's not the only pressure bank advisors are facing. We'll offer more details on these demands in the days to come.

Doing something an advisor loves can bring in more clients than a slew of promotional meetings.

An online presence can help build an advisory firm but can hurt a reputation if overused.

Some may not want to get dressed, shaved and made up before meeting on camera.

Turning business away might hurt advisors’ growth prospects.

The recruits collectively had $1.7 million in annual revenue before making the move.

An advisor group left the wirehouse for the independent side of Raymond James.

Seniors increasingly rely on their advisors, so don’t let them down.

Seniors increasingly rely on their advisors, so don’t let them down.

Julian Cruz, an advisor at IBC Bank in McAllen, Texas, along the Rio Grande River, goes south of the border for the majority of his business.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.

IRS: There is a special rule for those who rent their residence for 14 days or less.

IRS: There is a special rule for those who rent their residence for 14 days or less.

If avoiding taxes just attracts the IRS, it defeats the purpose.

If avoiding taxes just attracts the IRS, it defeats the purpose.

With close to half of all bank advisors near retirement age, how are banks planning to replace them?

A retiring advisor focused on the best fit between his clients and five young successors.

As fee-based business increases, succession planning takes on a bigger role in the channel.