Practice

The tool will help advisors partner with other advisors within the LPL Financial network.

Legacy expert attorneys Danielle and Andy Mayoras say advisors can point to the bigamy scandal surrounding actress Reese Witherspoon’s family as yet another example of why it’s so important for clients to have their estate planning and legal affairs in order.

Forty-eight percent of respondents reported plans to increase their allocation to commodities in 2012, and 45% of respondents to real estate.

Online marketing can automate sales activities and help make prospects into clients.

The presumptive Republican nominee has given almost no details about his plan to replace the Dodd-Frank Act.

If you think social media investing is about pajama-wearing day-trading amateurs, Covestor aims to prove you wrong.

On May 14, 2012, Jefferson National added a handful of alternative mutual funds to its VA lineup.

Financial firms can ‘outsource’ almost any operation, from reporting to trade processing to customer support, to the computing cloud, anywhere in the world.

Mutual fund operators are beginning to use cloud services offered by NYSE Euronext, in its 10-month old launch of a platform for worldwide use of computing resources by financial firms.

There are a growing number of advisor-focused "value-added programs" that fund firms are using to lure top producing and other advisors to sell their wares to investors.