Practice

This was one initial public offering that Nasdaq executives sure didn’t “like”.

It took four years of dreaming, and nine months of late nights and hard planning, but now it’s real. Dave Grant is running his own RIA and he's taking us along for the journey.

The threat of cyberattack is an increasingly hot topic in Washington, but political interest alone appears unlikely to provide enough momentum to get cybersecurity legislation supported by banks passed this year.

Advisors have heard the message loud and clear: Mobile matters. But for all but the most technology savvy advisors, coming up with a mobile app for clients is no easy matter. Here's what you need to know before launching that essential app.

As the baby boom population ages and average life expectancies climb higher, financial advisors must tackle one more topic in their conversations with clients: elder care. Morgan Stanley Wealth Management is now giving its advisors a new tool to help clients who need help caring for loved ones.

Around 200 female financial planners attended the Women Advisors Forum in New York City earlier this month. Sessions covered topics ranging from practice management and acquisition strategies to the benefits of developing a niche and ways to bring more women planners into the industry. Check out some highlights from the event.

Chalk this one up to bad PR.

As more investors manage money with so-called direct providers, many advisors -- whether they're in the RIA or wirehouse spaces -- worry they'll be left in the dust

Gathering traction on social media can be difficult, especially on Facebook. But James Maendel of Maendel Wealth has found a strategy that works with a little time and a lot of focus. Check out his strategies for success.

Total money market mutual fund assets increased by $19.53 billion to $2.601 trillion for the week ended Wednesday, May 22, according to the Investment Company Institute.