Practice

As baby boomers’ demands change, the industry needs to take a more holistic approach, according to the president of the Ameriprise Personal Advisors Group.

Millions of baby boomers born in 1948 will become eligible for Medicare this year and face the complexities of choosing Medicare plans. As this group navigates the choices in Medicare Enrollment for the first time, financial planners have a chance to share with them advice that will help them make the best decision.

So how do Americans really feel about retirement saving and investing?

Washington, DC.-based Convergent Wealth Advisors has hired a new managing director of advisor recruiting.

Among advisory services competing for the wealthiest clients, RIAs and multi-family offices are winning.

Social media, as the name suggests, is about being social and connecting with others. Being boring, dry or too formal won’t work.

The firm's growth spurt has brought Washington Wealth’s total AUM, which was at a modest $100 million in December 2011, to well over $1 billion.

Two brand name firms are prolonging their exchange-traded fund distribution venture.

In every organization, there are a few top performers who set the pace for everyone else. Ken Haman says advisors need to explore what the top 20% of your colleagues do differently and what you can do to join them in the top tier.

The first two months of 2013 marked net flows of $140 billion into stock and bond funds, the best start for the mutual fund industry on record, according to Strategic Insight.