Practice

After a very busy week, here's some things advisors need to know as they speak to clients this week.

Buying and selling practices and working more effectively with high net-worth clients is critical for advisors, according to speakers at the Raymond James Financial Services annual national conference in Dallas.

The Internal Revenue Service is warning potential donors to beware of charity scams operating in the wake of the explosions last week at the Boston Marathon and a Texas fertilizer plant.

George Canellos and Andrew Ceresney have been named co-directors of enforcement at the Securities and Exchange Commission.

The firm has hired a former partner of William Blair & Co as a relationship manager and wealth planning strategist.

The legacy of Steve Jobs and the success of Apple can teach advisors a whole lot, according to Raymond James' David Patchen.

With a changing (and aging) membership, the Financial Planning Association is focusing on ways to remain as relevant as possible in a digital era.

Do you know what Wednesday is? It’s National Administrative Professionals day! Are you planning to do anything for the assistant who takes such good care of you and your clients?

Over time, advisors in growing businesses often find that they’re doing more and more of their own stunts, but for your business to grow, an advisor need a "stunt" team behind them, according to Chris Kirby.

BMO Global Asset Management has expanded its Defined Contribution Investment Only team with the appointment of two new regional sales managers.