Teck Lim

If approved by stockholders in LPL’s annual meeting in May, Mulcahy will also serve on the Board’s Audit Committee.

Less is more and more is less. This applies to the digital world, too.

Investment outlook among millionaires and affluent soured in February, affected by a decline in expected future household income and a drop in confidence over the economy, according to Spectrem.

Motif Investing, the Silicon Valley-based online brokerage firm that pioneered ideas-based investing, launched a new class of products that will allow RIAs to construct their own collection of stocks or ETFs online, and receive a royalty whenever people buy them, according to a statement.

More than half of Gen X and Gen Y consumers in the U.S. admit having little or no knowledge about investments and financial products, according to a LIMRA study.

Even as Americans struggle to save, with more than four in 10 living from paycheck-to-paycheck and eight percent who say they don’t earn enough each month to pay for essentials, most are confident in their ability to manage their personal finances, according to a recent survey by Allstate.

Dynasty Financial Partners announced Monday it hired Michael Moriarty as director of investment platforms.

Brown Advisory, an independent investment management firm with $33 billion in assets under management, announced the appointment of Porter Schutt and Bill Dugdale as partners in the firm’s Wilmington, Del., office.

In an effort to leverage the growing $1.4 trillion ETF market, Charles Schwab a basket of 105 commission-free exchange-traded funds.

Genworth Financial Wealth Management introduced GPS Select Solutions, multi-strategic portfolios that serve a variety of specific investment goals.

Only 45% of certified financial planners use social media for professional purposes, according to a survey released Thursday by the Certified Financial Planner Board of Standards.

Which part of your client-facing process is the weakest link? It’s time to fix it.

Advisors who want to optimize the value of their firm may be in luck.

If you want better new hires, improve interview process.

A good old-fashioned team meeting can help prevent errors that stem from miscommunication.

Social media offers an increasingly powerful way to communicate with clients and prospects, yet many advisors aren’t taking advantage.

Helping other businesses can help you, too.

Keeping in touch with clients on a regular and timely basis is crucial. Whether you're facing market swings or macro issues, if you aren’t in front of your clients with information, they’re probably on their way to you with questions.

Rapidly changing technology offers new ways for advisors to connect with clients. That makes it an exciting time to be in business, but it also means it’s critical for advisors to adapt.

Make a better first impression: In an increasingly digital age, there’s no excuse for ignoring one of the most important tools you have.