Practice

On June 11, 2012, USAA Investments added six target-risk mutual funds to its portfolio.

On June 11, 2012, The Investment Company Institute has hired George Shevlin as its new Political Affairs Officer, responsible for managing the Institute’s political program, including the Political Action Committee.

When working with entrepreneurial clients, planner Seth Streeter, co-founder of Mission Wealth Management in Santa Barbara, Calif., finds that most are handcuffed to their companies and stuck working in their businesses and not on them.

Small business owners offer a great opportunity to build a loyal customer base, but there are some potential drawbacks and challenges advisors need to overcome.

Each social media site has its own culture. Every advisors needs to learn how to exist in them or risk getting lost in the crowd.

Kasina has unveiled a new research report looking at how asset management and insurance firms are currently using mobile technologies to interact with their wholesalers and advisors.

Advising entrepreneurial clients is rarely easy work for planners, especially when it comes to dealing with warring members of a family owned business.

They’re earning more income than ever before, outlive their husbands by an average of four years and are significantly more inclined to seek out financial advice, but the advisory community still hasn’t done enough to cash in on this enormous wealth management opportunity.

You weathered the credit crisis. You got through the Flash Crash. You are watching Europe (and the U.S.) struggle to make sure its debt doesn't implode from the global economic downturn. So you're ready for the next big threat to financial markets, right?

On June 8, 2012,East Hartford, CT-based 3D Asset Management, Inc., an investment management shop, teamed up with East Winsor, NJ-based ExpertPlan, a private label retirement plan recordkeeper, to form a new product partnership.