Practice

Social media has made email marketing even more powerful. Here's how to integrate these two marketing strategies.

FINRA is moving to toughen reporting requirements for BrokerCheck, following revelations that hundreds of registered advisors have failed to publicly disclose personal bankruptcies, criminal charges and other potentially damaging information.

Our IRA expert answers questions about the number of recharacterizations allowed, earned income contribution rules and how to purchase annuities without a tax hit.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

In a court filing, the CFP Board says it has logged more than 2,000 hours of legal work in a lawsuit by two Florida planners.

Beyond using social media to draw attention to themselves, advisors can also use these social platforms to connect with journalists in-person.

The IRS has released the 2015 inflation-adjusted deduction limitations for annual contributions to a health savings account.

While money may not always be an advisors' number one consideration when deciding to switch firms, it almost always becomes an emotionally charged issue. Here's what to think about.

Independent planners can not win a battle against Wall Street unless they find a way to defeat well-funded lobbyists in the industry.