Practice

Fidelity reported a 53% increase in health savings accounts opened in 2012, raising the number of individual accounts administered by the company to 182,000.

Steve Felchle and Jason Ernst, formerly with Wells Fargo, bring the total number of financial advisors at USBI to 532, up from 480 in July 2008.

MidAtlantic Trust Company said it had resolved record-keeping problems that have kept exchange-traded funds from being part of holdings in 401(k) and other retirement plans.

Advisors who expect their clients’ wealth will grow over the years, and help them to build their practices along the way, are likely to end up disappointed, according to a new statistical analysis of data from 7 million clients representing $3.5 trillion in invested assets.

Firms looking to recruit hesitant advisors need to start wooing their families, a new Fidelity survey suggests.

A group of bankers advising the Federal Reserve urged U.S. regulators to consider preventing Wal-Mart Stores Inc. from offering some financial services.

The U.S. Securities and Exchange Commission is reviewing its practice of settling cases without requiring defendants to admit guilt, the agency’s chairman said today in congressional testimon

The Dodd-Frank Act, which was designed to target the largest institutions, will end up hurting community banks, according to a paper released Tuesday by the conservative American Enterprise Institute.

Sen. Rand Paul, R-Ken., has introduced legislation to repeal provisions of the Foreign Account Tax Compliance Act that he contends undermine the privacy of U.S. citizens.

Here are five critical things blogger Bill Cates believes advisors should do to turn a referral into a quality introduction.