Paula Vasan

Sometimes it takes a "human capital strategy" to develop top talent. One firm has already used this strategy to multiply revenue by more than four times since 2004 with 30% expansion in staff.

The burgeoning influence of financial advisors in the United States was a repeated observation at this year's Tiburon CEO Summit at New York City's Ritz Carlton in Battery Park. Here are 11 themes we heard at the two-day event encompassing 200-plus executives and advisors.

From the impact of volatility on client portfolios to uncertainty in North Korea, here are eight timely tidbits of information that financial advisors should be aware of this week.

Stories about advisors cheating their clients are far from rare, and therefore, advisors must do a better job at educating and appeasing concerns, says Daniel Bernstein, director of research and development of MarketCounsel, a so-called advisor for advisors.

As women increasingly find themselves as the heads of households, advisors find retaining and expanding their female client base is imperative.

As women increasingly find themselves as the heads of households, advisors find retaining and expanding their female client base is imperative.

It may be April Fool's Day, but here's some serious advice from other advisors this week to stay a step (or more) ahead.

Planners seem to be overestimating the investment knowledge -- and, perhaps more important, the risk appetite -- of their clients. Advisors are three times more likely to describe clients as “very knowledgeable” about investing than investors do themselves (42% vs. 12%, respectively), according to a new Accenture survey of 400 financial advisors and 1,000 investors in the United States. …

What do former president George W. Bush, country songwriter Pat Green, four days of advisor-focused panels, and a dance party have in common? They are all aspects of Raymond James' 2013 national conference.

Aquiline Capital Partners and Genstar Capital, two private equity firms, are set to Acquire Genworth Wealth Management for $412.5 million.

Here's what needs to be on your radar this week.

Waddell & Reed has hired five new advisors, adding about 1,000 new household clients to the firm.

Whether they distract you from your daily work or serve as filters for the abundance of daily news, here is a handful of the most influential blogs for financial advisors.

See how one high-profile financial advisor is planning for his firm's future.

With a new survey by Legg Mason showing that U.S. investors have high hopes that equities have a bright outlook, skeptics say advisors must be cautious.

MyNewFinancialAdvisor.com has created an online referral, or eReferral, system, connecting financial advisors and prospective clients based in the United States.

The Certified Financial Planner Board of Standards, Inc. has added two newly created positions.

Personal devices can pose a serious threat to businesses if strict policies and preventative cybercrime measures are not put in place, according to a study. Advisory firms may be wise to maintain a watchful eye on employee communication.

From future predictions to fee inquiries: Here are a few inquiries that aggravate financial advisors the most.

Washington, DC.-based Convergent Wealth Advisors has hired a new managing director of advisor recruiting.