Practice

The survey, by Northwestern Mutual, found that three quarters of people prioritize long-term planning over short-term performance, and one-third said “slow and steady wins the race” best describes their approach to future financial goals.

The Financial Planning Association and the Foundation for Financial Planning are joining forces to boost the organizations’ pro bono efforts.

The Financial Industry Regulatory Authority has temporarily withdrawn a controversial proposal to require advisors, brokers and firms to incorporate links to the BrokerCheck database when they post content to social media sites.

Consumer advocate Jennifer Openshaw is launching a new company that offers advisors a platform in which to build social media communities, with some compliance features built in.

An arbitration panel has ordered Wells Fargo to pay Stifel $800,000 in the latest dispute over alleged raiding of former A.G. Edwards advisors.

Fidelity says the new desktop will enable the “anywhere advisor."

Advisors trying to expand their practices need to know how to focus their efforts to get the best returns.

Kasina’s new social media report ranks Vanguard, Sun Life, iShares, Putnam and Franklin Templeton Investments as the top five asset managers for social media practices.

A flood of traffic took down Charles Schwab & Co.’s website late Tuesday.

A flood of traffic took down Charles Schwab & Co.’s website late Tuesday.