Practice

Our legal expert discusses a new calculation by the SEC.

Being a problem solver is the key to success.

U.S. officials see Foreign Account Tax Compliance Act as a significant undertaking for financial institutions.

The president of Practice Development Counsel discusses working with multiple generations.

Wells Fargo & Company will offer a new mobile application for its brokers in 2012 to address a growing need for new advisor tools in digital media.

J.P. Morgan Asset Management said that it has completed its reorganization of its Retirement Plan Services to fully align its sales force with retirement plan advisors.

Previously, JP Morgan retirement sales reps were assigned to either mid- or large-market segments.

Mutual of Omaha has named Seth Friedman to serve as 401(k) national sales director. He takes over for Michael Ziccardi, who left the firm in December to join Rekon Intrelligence, which works with advisors to help them build out their businesses.

Bank of America has added a new investment offering to its Merrill Edge program for mass-affluent investors. The new offering — called Merrill Edge Select Portfolios — provides customers with access to actively managed, diversified portfolios and is aimed at the “middle class and the emerging affluent investor,” the bank said. The minimum investment is $20,000.

Here’s an interactive slide show detailing the best investment ideas for this election year from seven financial advisors practicing throughout the country.