Practice

Republican presidential nominee Mitt Romney was wrong to say Dodd-Frank offers the "biggest kiss" to large banks, according to Sheila Bair.

While beauty is in the eye of the beholder, there just seems to be a lot of noise “out there” as people in general and financial advisors in particular grapple with Twitter etiquette, Facebook do’s, and LinkedIn don’ts. Marketing Maven Marie Swift demystifies the art to using social media to build relationships and to amplify your voice.

Raymond James has expanded its practice acquisitions and succession planning department this year as it looks to open up more transition options for advisor force.

The advisory industry has been fretting about the impending tsunami of retiring advisors in the coming years for some time. As a result, firms are assembling succession programs as a way to ease the transition of client assets from older advisors to the much younger set.

Northern Trust has promoted Darius Gill to managing director of the Foundation & Institutional Advisors group in the Central Region, which includes Illinois, Michigan, Minnesota, Ohio, Missouri and Wisconsin.

If Congress allows Bush-era tax cuts to expire next year, as many expect, planners everywhere must be aware of the “fiscal cliff” their clients will confront.

If Congress allows Bush-era tax cuts to expire next year, as many expect, planners everywhere must be aware of the “fiscal cliff” their clients will confront.

Fun and optimism work; constant criticism doesn't, said serial entrepreneur Richard Branson at a banking conference.

Informa Investment Solutions, the New York-based supplier of software and solutions for the investment industry, announced Wednesday it will buy Zephyr Associates, Inc, a developer of analytical software tools.

The Investment Company Institute’s Board of Governors has elected ICI Chairman Greg Johnson, president and chief executive officer, Franklin Resources, to serve an additional one-year term.