Donna M. Mitchell

When Dynasty Financial Partners landed Michael C. Brown as a partner and director of wealth management, the firm was determined to create a wealth management business where elite financial advisors could run their practices.

Advisors can also get CFP continuing education credits for their efforts.

According to a Hartford study, about 38.8% said Social Security would be their top source of retirement income, up from 26.7% in 2006.

The New Jersey consulting firm hopes to hire two more full-time consultants in the next year, as she focuses on growing the consulting services for independent advisors.

Robbins has spent much of her career helping women through major changes in their lives, which is part of the reason Wilmington Brokerage Services Co. appointed her vice president and client relationship manager.

The new program consists of four targeted tools to help wirehouse brokers figure out which option is best as they teeter toward becoming registered investment advisors.

Health organizations take the biggest hit, with a 63.7% decrease, according to a BofA Merrill survey.

Cypress Trust Co., based in Palm Beach, Fla., cherishes its status as an independent trust company, and is counting on its newly appointed president and chief executive officer, to preserve that.

In the end, solutions must be broadly equitable in the broadest sense.

This is a remarkable homecoming for Matthew Stahr, the newly appointed president of De Waay Financial Network and De Waay Advisory, the sibling of Clive, Iowa companies that provide brokerage and investment advisory services to clients.

One thing that most choosy investors insist on these days is a strategy that is built to be as risk-free as possible, depending on their tolerances. With that in mind, Scivantage developed a new portfolio-rebalancing module, which it released to advisors on Monday

Some 51% of respondents have failed to make a rent, mortgage, credit card, auto loan or college loan payment over the last year because they were short of funds.

Noble will oversee Paulson Wealth Advisor’s expansion throughout the Pacific Northwest region.

Asset managers are in a race to develop products that provide guaranteed retirement income, effectively duplicating annuities.

Imagine this: An entire generation of investors has accumulated a significant amount of investable cash, but was too apprehensive of the stock market, of advisors, and of the potential costs, to know how to invest the money.

NetX360 has a 96% adoption rate among affiliated advisors in the RIA and broker-dealer channels.

Approach with caution though, Spectrem says, as 46% of ultra-rich individuals say they feel they could manage their investments better than a professional.

As the U.S. economy makes progress in a slow recovery, the Mercer consulting and benefits outsourcing firm is trying to position itself to serve clients in an increasingly complex financial marketplace.

Americans are not going to neglect their finances. Actually, 65% of respondents said they planned to save more money in the coming year.

At its national conference in Denver, the Financial Planning Association spent a lot of time discussing education and regulation. It is fitting, then, that its president-elect also has financial literacy leadership under his belt.