Practice

High-net-worth clients may be concerned about various threats to their security. Here are some ways advisors can help.

While standard charitable remainder trusts can deliver tax benefits, lifelong income and philanthropic satisfaction, specialized versions add control over when the income starts to flow.

Big Blue is trying to combine the products of several security-tech companies it has bought in recent years into a fraud detection system that compliance-minded banks want to buy. The challenges facing the vendor and its clients overlap considerably.

Bankers should view complaints on sites like Facebook and Twitter as an opportunity to publicly score points with customers.

The ability of advisors to recruit and manage millennials will likely play an important role in the industry's sustainability.

To help clients, make sure you understand the answers to a few of the most common Medicare questions -- and can suggest resources for more information.

Reaching the ultra-high-net worth audience requires a more personalized approach than traditional marketing techniques.

The Washington, D.C., area firm hopes its six-member board will help it better understand and serve female clients.

The dollar gained versus all its major counterparts after Federal Reserve policy makers indicated they’ll probably raise interest rates by the middle of next year with the U.S. economy showing signs of strengthening

Raymond James is recruiting the industry's top talent at the expense of the wirehouses.