Samantha Allen

Franklin Templeton Investments announced a new tool for advisors to create hypothetical portfolio presentations for their clients.

Advisor Impact, a client feedback consulting firm, and Focus Partners, an advisor coaching firm, announced today they are joining forces to offer Advisor Impact clients coaching in addition to its Client Audit Program.

Each generation has distinct characteristics that inform the way its members like to communicate and connect with other people. Naturally, most people approach others the way they’d like to be treated, but that doesn’t cut it for advisors working with clients from a different generation, said Cam Marston, a generational characteristics expert and consultant with his firm, Generational Insight.

Winners of Charles Schwab’s seventh annual Impact Awards were announced Thursday at Schwab’s Impact conference in Chicago. Walter Bettinger, Schwab president and chief executive officer, and Bernie Clark, executive vice president and head of Schwab Advisor Services, took the stage to present the three awards.

When you serve a client well during one of the most difficult times of their lives, it’s not just helpful for the client, but it’s also good for your business says Amy Florian, an educator, Schwab Impact speaker and the founder of the Chicago-based loss and grief consulting firm, Corgenius.

Beacon Pointe Wealth Advisors announced the addition of its third advisor partner, $130 million AUM RIA Wealth Management Network of Newport Beach, Calif. today. This marks the third deal in the last year and a half for national advisory partnership firm BPWA.

The average 401(k) balance reached its highest-ever at $75,900 at the end of the third quarter, Fidelity Investments, one of the nation’s largest 401(k) providers, reported Thursday.

In the wake of Obama's re-election, there is much that won’t change said MFS experts in a post-election webcast. Historically markets have done better under Democratic Presidents, but even more important is the business cycle and the shape the of U.S. economy.

With four more years of the Obama administration, members of the financial advisory industry share their perspectives on what the win means for the industry and the clients they serve.

Buying high and selling low isn’t a portfolio-damaging behavior that only investors struggle with.

Financial Planning talked with ING Financial Partners president, Karl Lindberg, about why a solid understanding of retirement income planning is so important for advisors and their practices.

Affluent and millionaire investor confidence rose in October, according to research from Spectrem Group. Meanwhile, millionaire investors see mostly advantages to working with advisors.

While many major financial firms and residents have geared up for Hurricane Sandy and its potentially devastating impact, are advisors and their practices ready for such inclement weather? Do they know what to do? Jude Boudreaux, an advisor whose practice, Upperline Financial, based in New Orleans, has some tips.

Invesco recently announced the launch of a new application intended for financial intermediaries and investors. Though it's still a bit early to tell how much advisors and clients will like and use the app, the good news for Invesco is that advisor tech expert Bill Winterberg gives this app a passing grade.

A better informed, better educated assistant, can help an advisor improve his practice exponentially.

Legend Financial Advisors has found success through monthly webcasts, focusing either on a financial planning or investing topic, sometimes chosen based on demand from a client.

Though advisors are increasingly on social platforms, bringing financial goal setting to the social media sphere probably won’t change the way clients interact with their advisors. Will it instead help those who aren’t working with advisors start thinking about their finances?

The Money Management Institute, an investment and wealth management industry association, announced on Monday it has elected three new members to its board of governors.

Franklin Templeton Investments announced the launch of its new online, interactive retirement center for advisors and plans sponsors on Thursday.

Asset allocation isn’t just about performance, it’s all about the client, advisors said in a panel discussion at the Money Management Institute Fall Solutions conference Thursday.