Practice

As a generalist, advisor Jim Marquardt avoids cultivating a niche and reaps referrals in the process.

Chicago-based NextCapital announced a $16 million funding deal in mid-December that includes support from Manulife and AllianceBernstein. It had already found investors in 2014 from Russell Investments and Transamerica Ventures Fund.

The robo "threat" may work itself out, says one expert, but that could take a long time. Plus, it's not the only pressure bank advisors are facing. We'll offer more details on these demands in the days to come.

Scott Upham of Cribstone Capital has found a niche in helping families maintain shared real estate.

Creating a performance management process will help firms get the most from staff members.

Advisors can help clients and their survivors by helping plan out funeral services.

Advisors can help clients avoid overpaying on taxes by reversing Roth IRA conversions when portfolios fall.

Be a fly on the wall as community bank CEOs look into the future and discuss 2016.

Doing something an advisor loves can bring in more clients than a slew of promotional meetings.

Bank customers who have financial plans are twice as likely to purchase insurance and investment products from their institutions, according to a new study.