Donald Jay Korn

As mobile applications proliferate, do financial advisors really use them?

Total HSA accounts rose by 22% last year, to more than 8.2 million, while assets picked up by 27%, to $15.5 billion.

As we head into the 2013 tax season, advisors should tell clients to be sure they won’t be hit with a Durden-style disallowance

Fidelity will team up with Extend Health, a Towers Watson company, to help retiring corporate employees choose Medicare coverage.

Data from Research Affiliates shows low volatility portfolios have produced higher returns than traditional large-cap portfolios over the past 5, 10, and 20 years.

Merrill Lynch advisor Eric Snyder, who lands at number 11 on the Top 40 list, says he practices with a team that can candle all of clients’ rigorous needs.

Can target date mutual funds continue their rapid ascent? Folio hopes so.

Institutional investors will broaden their ETF applications in 2013, predicted BlackRock’s iShares group.

Merrill Lynch financial advisor Charles Balducci says that partnering with Eric Snyder, who ties with him to take the number 12 and 11 slots on the Top 40 Under 40 list, is a critical part of his success.

UBS financial advisor Gregory Klenke, number 13 on the Top 40 Under 40 list, says that working with corporate executives’ stock compensation requires careful planning and managing emotions.

Merrill Lynch financial advisor Goran Bojovski, number 14 on the Top 40 Under 40 list, says that focusing on corporate retirement plans helps him serve a range of clients.

A hypothetical advisor grossing $200,000 a year could potentially increase annual production by more than 30% by adopting these best practices.

The new top executive at Cetera Advisor Networks said he plans to emphasize growth in 2013.

For J.P. Morgan Securities financial advisor James Odorczuk, who lands at number 16 on the Top 40 Under 40 list, making decisions on behalf of clients is a team effort.

The advisor population is “stagnant and aging;” older advisors may not relish the hassles of a moving to a new firm. Meanwhile, barriers to entry for new financial advisors remain high–less than 15% of trainees succeed in establishing a viable business.

Morgan Stanley financial advisor Jack Riley, number 17 on the Top 40 Under 40 List, says that offering well-rounded services to his corporate executive clients has helped bring him success.

Facebook, which is used by 85% of advisors that are using social media, is far and away the most widely-used application, followed by LinkedIn (56%), Twitter (44%), Google (34%) and YouTube (31%).

UBS financial advisor David Lugo, number 18 on the Top 40 Under 40 list, says that close community ties in Puerto Rico have helped foster the success of his practice.

WealthEngine has introduced a platform that helps advisory firms locate and profile high-net-worth individuals.

According to a recent “Investor Watch” report from UBS Wealth Management Americas, long-term care is respondents’ greatest personal financial concern.