Practice

The economic recession may have sparked a retirement crisis in America, but other significant derailers have also played a role.

You can do your clients a great service by sharing this story and reminding them that gifts of valuable personal property need to be well-documented with good estate planning, so that their loved ones don’t have to fight in court over whether a valid gift was made or not.

Coupling up, in the business sense, can increase income by 32% or even more, according to a recent Fidelity study.

Baird has bolstered its advisor force with two wirehouse teams with $800 million in assets.

The Securities America move underscored the intensity with which advisory firms are competing for talent, executive search experts said.

How will you scale your practice? What's the secret to retaining Gen Y employees? What's the best way to network? For three days, advisors and industry experts descended on Las Vegas for the semi-annual National Association of Personal Financial Advisors conference to discuss these topics and many others. Check out some of the best things we heard.

Cue Wealth Management Solutions will provide CPA and RIA firms with help in launching, growing and leveraging their wealth management practices as integrated parts of their services to individuals, business owners, related qualified retirement plans and charitable entities.

So you've met a great prospect or received a great introduction. What's next? Bill Cates offers dos (and don'ts) for what to say when you call your new prospects.

Rocco Carriero, an Ameriprise Financial advisor, warns investors to focus on strategy and asset allocation as opposed to being blinded by volatility.

The Internal Revenue Service is cautioning tax-exempt organizations such as charities and other not-for-profits that they face a deadline of May 15 under which they are required by law to file annual reports.