Practice

Estate Planning: 4 Critical Considerations

In a crowded market like financial services, the truly successful professionals are those advisors who can cultivate a fiercely loyal, devoted client base, says advisor marketing guru Maribeth Kuzmeski.

The bank recently made a series of moves to woo the long-neglected mass-affluent customer.

Financial advisors are three times as likely to respond to a sales pitch from an asset manager, broker-dealer, custodian or insurance company when the approach is made in person, according to a new study.

There are few marketing issues in the advisor sector that in recent years have inspired more interest -- and uncertainty -- than the use of social media in the practice.

Here are five pieces of advice that advisors should keep in mind when going through a merger.

For Retired Clients, Dump the Life Insurance Policy?

To help investors cut through the clutter of ETFs on the market, Merrill Edge devised a list of 61 high-quality ETFs from which they can build their own portfolios.

The Department of Labor is pushing back its timeframe for releasing a highly anticipated proposal for expanding fiduciary responsibilities for advisors who work with retirement plans.

Bank of America Merrill Lynch will pay $2.8 million to settle claims that it took too long to compensate departing brokers.