Practice

Advisors might want to consider brushing up on their foreign language skills if they want to pursue the highly prized millionaire market.

John David “J.D.” Joyce and his team moved to Wells Fargo Advisors Financial Network in Houston on May 23.

Want to boost your clients’ retirement income by 29%? There are five things advisors can do to help clients meet their retirement goals

The USAA Nasdaq 100 Index Fund (USNQX) has made its way onto the T. Rowe Price retirement platform, Money Management Executive has learned.

A Connecticut advisory firm has developed a new approach to help financial planners solve client problems more quickly and efficiently. The activity is aimed at strengthening internal communications across service units, exchanging institutional knowledge, supporting business strategy and day-to-day management initiatives, and developing personnel skills.

The future of a uniform fiduciary standard regulating the broker-dealer and RIA space is unlikely, according to Barbara Roper, director of investor protection for the Consumer Federation of America.

Irascible investing legend John Bogle questioned whether target-date mutual funds are the right retirement investment choice in all cases.

To compete with larger industry players, RIAs must improve their processes, according to a new study by Aite Group and Envestnet/Tamarac.

Regulators are focusing attention on ensuring community banks have proper security systems in place in the wake of a string of cyberattacks on megabanks.

The most important thing an advisor can do for clients is to integrate their investment portfolios with the rest of their financial needs, according to Morningstar’s director of global fund research.