Practice

Which part of your client-facing process is the weakest link? It’s time to fix it.

Taxes and the economy colluded to make 2012 a record year for grants and contributions.

Advisors who want to optimize the value of their firm may be in luck.

The advisor population is “stagnant and aging;” older advisors may not relish the hassles of a moving to a new firm. Meanwhile, barriers to entry for new financial advisors remain high–less than 15% of trainees succeed in establishing a viable business.

Using its muscle to influence the debate as federal officials gear up to establish tighter regulations on the advisory world is the Financial Services Institute’s top priority this year, organization executives said Tuesday at the group’s annual conference.

F-Squared Investments this week announced that its assets under management topped $10 billion as of January 4, up from approximately $5.6 billion in the previous year.

Advisor Dan Dillard launched a video effort that’s on the verge of reaching thousands of clients beyond his book of business. Here’s part-1 of his story.

A U.S. judge said the Internal Revenue Service can demand information from UBS AG about U.S. clients of Wegelin & Co., the Swiss bank that pleaded guilty this month to conspiring to help cheat the IRS.

Facebook, which is used by 85% of advisors that are using social media, is far and away the most widely-used application, followed by LinkedIn (56%), Twitter (44%), Google (34%) and YouTube (31%).

If you want better new hires, improve interview process.