Practice

Fidelity's latest poll offers some surprising answers: advisors are spending less time on client service and more time on risk and compliance.

Bank of America’s Merrill Edge program has added a new service to help families with special needs children.

61% of LGBT individuals surveyed believe they will have enough saved by the time they retire to live comfortably, while only 53% of non-LGBT members surveyed believe the same, according to a Wells Fargo survey.

Hartford Financial Services Group Inc. last September put the brakes on its effort to sell its mutual-fund unit to private equity shop Clayton Dubilier & Rice LLC after banks cut back on lending for leveraged buyouts.

LinkedIn is a great resource for wealth managers looking to interact with existing clients or find new ones. Here’s a step-by-step overview to help grow your AUM.

The hiring of Thomas Graham as a senior vice president of wealth management in Jannye's Washington, D.C. branch marks the 15th advisor to join the company this year.

Principals of RIA firms need to pay closer attention to workflow and operational issues at their firms, especially if they want to stay viable amid rising operational costs, Pershing Advisor Solutions said.

A new survey from Spectrem Group finds that affluent investors – particularly millionaires – are becoming more and more pessimistic about the U.S. economy’s erratic recovery despite the Dow Jones Industrial Average’s strong start to the year.

Steve Sanduski, The Prosperous Advisor, says financial advisors often ask him for secret tips or advice that will jump-start their business and help them grow their assets under management. Here are some of his top ideas for advisors who want to build a better future for themselves and their clients.

Charles Schwab has launched a new video series to help investors curtail impulse spending.