
Paula Vasan
Paula Vasan is a freelance reporter. You can follow her on Twitter at @PaulaVasan.

Paula Vasan is a freelance reporter. You can follow her on Twitter at @PaulaVasan.
LPL Financial added Ingham Retirement Group to its broker-dealer and RIA custodial platforms.
Creating a will is not a last-minute endeavor, but one that requires deliberate planning.
Trust Company of America is expanding its Advisor Pathways program by partnering with RIA in a Box.
Here are a handful of tips and general trends for advisors to keep in mind this week.
The wealth management industry is poised to become more concentrated and consolidated, or is it?
The financial planning profession ranks fifth among 200 professions, according to CareerCast.com, but what makes financial planning one of the best jobs in 2013?
Registered investment advisor assets continue to ascend rapidly, according to Cerulli Associates.
"Everything is bigger in Texas." That's certainly the case when the Raymond James and its 2013 national conference descended on Dallas, where thousands of advisors around the country gathered to learn best practices and swap ideas.
Thousands of Raymond James financial advisors gathered in Dallas this week for the firm's annual national conference -- here's what they picked up.
Financial advisors must help combat the disconnect between investors' knee-jerk reactions and market performance.
Advisors need to be well-versed in cybercrime to protect themselves and their clients. Check out six tips from the FBI.
After a very busy week, here's some things advisors need to know as they speak to clients this week.
The legacy of Steve Jobs and the success of Apple can teach advisors a whole lot, according to Raymond James' David Patchen.
The SEC has charged the CEO of Simran Capital Management with defrauding the largest public pension in the United States, among other clients.
Financial advisor candidates will need to pay more to take securities licensing exams starting June 1, the North American Securities Administrators Association announced.
Advisors are busy this week with questions and concerns from clients about gold in free-fall, negative numbers coming out of China, tax-advantaged investments, and more.
With a bullish outlook for careers in financial planning, TD Ameritrade Institutional has created a scholarship fund aimed at injecting fresh blood into the industry.
Taxes have moved up client priority lists in the aftermath of the fiscal cliff deal creating new opportunities for, according to a survey by SEI. This creates some new opportunities for you.
Here's how one advisory firm is going after the at first glance less-than-obvious client by targeting the most obvious client of all.
Envestnet announced Friday it has entered into a definitive agreement to buy the wealth management solutions arm of Prudential Investments in an effort to increase scale.