Paula Vasan

From improving communication with clients to placing a bigger emphasis on risk management, advisors from wirehouses and regional firms share how they’re navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.

When it comes to the gender of those in professional roles, people say they would feel most comfortable with women financial planners (this is second only to their preference for female doctors), according to a recent poll by 60 Minutes and Vanity Fair.

Five years ago, we experienced the worst market meltdown in our lifetimes. Here we share lessons learned from bank advisors and tips on how they’ve changed their practice from better managing the debt portion of clients’ portfolios to tuning out the hysteria of the media.

The financial planning industry is in need of young talent. Is a new scholarship program the answer?

American investors say they are looking for holistic financial advice from advisors with a financial planning certification, according to a survey by the CFP Board of Standards.

Advisors, keep your eyes open for a new product that’s designed to help clients make investment decisions themselves that align with their values.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of RIAs have to say about some of the most popular overseas retirement destinations among their clients.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients.

Private Advisor Group, the largest branch of LPL Financial, has hired Abby Salameh as part of the unit’s senior executive team as it expands its advisory services.

We recently published a list of 20 books for every advisor's summer reading list, and received such a strong and positive response that we decided to expand it. Via Twitter, LinkedIn, emails, and phone calls, here are 20 additional books that financial advisors deem as imperative for their practices.

Even Federal Reserve Chairman Ben Bernanke finds gold prices confusing, so how will advisors react to a gold bullion mutual fund?

There are key differences between hybrid advisors and dually registered advisors -- but even some industry veterans don't seem to understand it.

The RIA space is losing some of its brightest potential stars to higher-paying careers in banking and insurance, says recruiter Caleb Brown. Here are a few ways RIA firms can fight back.

Eight-year-old financial services firm Kendall Capital Management recently announced that it exceeded its goal of $100 million in assets under management amid 36.8% growth in revenues over the past year.

Here’s how one advisor encourages philanthropic efforts of his clients by being a philanthropist himself.

Broker-dealer Waddell & Reed has recruited six new financial advisors, for a total $141.4 million in new assets under management.

Financial advisors across the spectrum -- at registered investment advisors, wirehouses and independent broker-dealers -- are at a loss when it comes to understanding liquidity of exchange-traded funds, according to research from Cerulli Associates.

PIMCO last month teamed up with product and technology platform provider Aria Retirement Solutions and insurer Transamerica Advisors Life Insurance Company to market contingent deferred annuities to asset-based fee-only registered investment advisors. The name of the new product: RetireOne Transamerica II.

The division, created in 2001 and made up of affiliated RIA firms who custody their assets with Raymond James, now includes about 100 firms, approximately 250 advisors, and more than $8 billion in assets.

Instead of comparing clients to a benchmark, investors want their advisors to assess performance based on specific goals, according to Catherine McBreen, president of the Millionaire Corner – a research organization focused on understanding investor decision-making.