Practice

Jeff Wolk, together with registered sales assistant Lillian Marini, has formed the Wolk Group of Raymond James.

The Hartford is expanding its defined contribution platform with a trio of new managers and a slew of funds for retirement plan sponsors and participants.

The tragic apparent suicide of former NFL superstar Junior Seau serves as a reminder to advisors that many of their clients will need more than just investment advice and guidance after they’ve retired.

The company said that the new hires bring the firm’s public finance team to 16, up from 12 individuals at the end of last year.

Planners want to use social media, but many remain overwhelmed about where to start and how to succeed. Industry coach Matthew Halloran offers some simple solutions.

Syntal formally opened on May 4, and includes Chad Clary and Dane Crunk, who had been employed in Merrill Lynch’s Private Banking and Investment Group since 2006. Also joining Syntal with the team from Merrill Lynch are Barry Brauchi, Cressinda Hyatt, Clarissa Kuzmich and Raquel Padilla.

But despite their understandable fear that rising health care costs will erode their retirement savings, more than a third of high-net-worth folks haven’t bothered discussed their well-founded concerns with a financial advisor.

Marketing expert Marie Swift says social media sites are one of the best places to build and maintain strong relationships with clients and prospective clients. Here are some tips and advice from the recent Women Advisors Forum in New York to build your brand online.

The new platform, introduced by Beverly Hills Wealth Management, enables RIAs and advisors to streamline access and usage of cloud-based service applications and IT security

Fifty-one percent of retirees, but only 25%, of today’s workers, are confident about having enough money to live comfortably in retirement, according to a BlackRock study.