Samantha Allen

Yesterday, you carved out time on your calendar to network. Now, it’s time to pick up the phone and start dialing.

“It’s a good time to be an advisor,” said IRA Expert Ed Slott. “There’s a tremendous opportunity now because you have certainty.”

If you want to grow your practice, you need to get your lead generation efforts in shape. That means making time for networking.

Making a to-do list probably sounds like a very basic time management tool, but the following approaches can help refine your list-making practice and make it even more useful.

Regular client communication is an important element of an advisor’s practice. You (and your staff) spend time preparing client communications and sending out emails, but what if they aren’t even going through?

Henderson Global Investors, is making access to its investment insights and perspectives mobile with the launch of an iPad application for investors and advisors.

Phone calls, email, staff and clients: How do you get everything done each day? Since adding more hours is probably off the table, advisors must be more productive in the time they do have.

As we head into 2013, most of us have made some personal resolutions, but what about your practice?

Access to advisors and brokerage accounts is getting even easier for some investors.

TD Ameritrade Institutional has expanded the integration of leading advisor customer relationship management technologies (CRM) with its open access network, Veo.

Independent investment advisory firm CapWealth Advisors today named Phoebe Venable president and chief operating officer.

A little more than a year after launching Retirement Ready, a retirement income program for its advisors, John Hancock Financial Network today announced the launch of a new iPad application and updates to the program.

Armed with new executives and a new partnership with an RIA, the online wealth advisory and lead generation firm for advisors, is thinking expansion.

Upon completion of the addition of two West Coast advisories by the end of 2012, hybrid RIA Washington Wealth Management will reach over $1 billion in recruited assets under management, representing a 900% increase since December 2011.

Year-end plan reviews are the perfect time to demonstrate your value and address any concerns your plan sponsor clients may have, Bob Kaplan, ING U.S.’s National Retirement Consultant, told advisors during a webinar.

Gathering the information needed to make a career move and hiding that research from a current firm can be enough to make some advisors decide to forget it. That’s just where The Advisor Center, an anonymous online recruiting community that launches Monday, comes into play.

Married millionaire women are more risk averse, more interested in holistic financial planning and they may be better candidates for financial advice than their male counterparts according to research released by Fidelity on Thursday.

“What we ... know is that there are a lot of advisors who think their entire value is wrapped around they’re delivering advice to clients and telling them how it’s going to work out,," Joe Duran, the CEO of United Capital said. "But the reality is that we don’t believe that’s the future."

With women on pace to take control of more wealth in the coming years, female clients represent a major opportunity for financial advisors who make a concerted effort to engage with them. This could be bad news for advisors, both male and female, who don’t understand how to communicate with women clients. This was the theme at Fidelity Investments’ Growth Strategies Forum: Engaging Women Clients, conference on Wednesday.

Symmetry Partners, a registered investment advisory based in Glastonbury, Conn., announced the release of a new mobile application for its financial advisor clients on Tuesday.