Practice

When it comes to retirement, baby boomers are favoring lifestyle choices over wealth preservation, bucking the traditions of the generations that came before them.

The best elevator speech starts with why you do what you do and briefly covers what you do and whom you serve best. Beyond that, Matt Matrisian suggests advisors expand their thinking to create an effective conversation.

For all the hype surrounding social media sites as the next great marketing channel for advisors, a panel of industry leaders warned that the jury is still out on what role tools like Facebook and Twitter will ultimately play in financial-services firms.

The Chicago-based platform provider and outsourcing firm unveiled Envestnet Intelligence, a new content and analytic offering for advisors at its annual Advisor Summit conference in Chicago.

Women and men are equally likely to save for retirement and almost as likely to calculate how much they’ll need.

Legislation that would streamline the registration process for broker-dealers and advisors in Florida is one step closer to becoming law, with the state senate following the lower chamber in voting to approve the measure, which now awaits the governor's signature.

With the tax season behind us, what accountant mistakes or issues have you come across?

The forces of global regulatory change are in high gear, and mutual fund firms need to brace themselves for the new mandates barreling in from different parts of the world. Firms need to have the regulatory and compliance resources in place to tackle these demands, but they also need to think about rebranding themselves as more than just domestic vehicles, and nurturing a new identity that conveys a fortitude to brave international regulatory waters.

Old assumptions about referrals are mostly wrong, Julie Littlechild told advisors. Here are some of the myths that need busting -- plus four good ways to stimulate referrals.

The Securities and Exchange Commission named Andrew J. Bowden director of its national exam program, replacing Carlo V. di Florio who is leaving next month to join the Financial Industry Regulatory Authority.