Practice

Fidelity Charitable has rolled out GivingCentral, an online advisor platform, and a dedicated advisor service team.

Thomson Reuters said it would begin providing custom charting of pricing data on key financial markets on two of its information services.

For financial advisors, the introduction of iPad over the past year has changed everything. Notoriously resistant to new technologies, advisers have become envious of the remarkable advancements taking place in the consumer tech market.

A Dallas district court upheld a $1.7 million FINRA arbitration panel’s penalty against Raymond James Financial Services over how a former independent contractor handled the finances of an elderly Texas man and the estate of his deceased wife.

Lincoln Financial Group has launched a new, $20 million advertising campaign created by Gyro of New York.

Fraud is on the rise in the United States and globally, according to PricewaterhouseCoopers’s 2011 Global Economic Crime Survey, with cyber crime making the most significant increase in the two years since the firm’s last survey.

"Customers will go along with price increases if they think they are getting a fair value for the service," says Jens Baumgarten of Simon-Kucher & Partners.

Sell your client on you and your incredible advice instead of your firm—loyalty should lie with you

Your clients can have homeowners' insurance that monitors for leaks or fires - and even file claims on their behalf.

The Dodd-Frank Act contains many examples of this desire to impose old standards on a new reality.