Practice

Same-sex and divorced couples can be a profitable niche for advisors, if they know how to market.

Mass affluent investors are beginning to regain confidence following the economic downturn, according to the Spring 2013 Merrill Edge Report.

Most IRA owners limit withdrawals to required minimum distributions, according to a new report from the Employee Research Benefit Institute. Nevertheless, a substantial number of higher-income retirees take withdrawals before age 70-1/2 and those non-required distributions may be relatively large, in relation to their IRA balances.

New rules being considered for U.S. money-market mutual funds will make them safer for investors while forcing some smaller providers out of the business, Moody’s Investors Service analysts said this week in a research report.

What impression do your clients get when they enter your office before even saying word? Are they comfortable and receptive or turned off? Ron Carson says little things can go a long way when it comes to attracting and retaining clients.

The Financial Services Institute gained traction with a new round of advisors from Capital Investment Companies.

The average high-net-worth investor is changing and that spells a significant opportunity for advisors.

Read any number of studies, or just glance around most industry conferences and you'll see it: Women make up a noticeable minority of the financial advisory community. The CFP Board is trying to do something about it.

Amid intense competition for high-net-worth clients, the Private Client Reserve is ramping up its marketing efforts to differentiate itself from rivals.

The difference shows up in profits margins, return on equity and a variety of other financial measures, according to the research findings, according to Eve Ellis, a financial advisor with the Matterhorn Group at Morgan Stanley Wealth Management. She says companies with significant female representation on boards and in senior leadership positions have stronger financials than those that do not.