Practice

This is a critical time for the industry, with demographic and technological shifts creating tectonic pressures. Here are a few trends all advisors should follow.

As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust.

BIC's Top 50 came out last month, as well as the Next 50. Combined, they highlight the top 100 advisors in the bank channel—meet number 101.

You'll get a stronger group effort if you emphasize common vision, diverse skills and open communication.

Two changes will come into effect by July -- an alternative capstone course, and a broadened definition of experience requirements.

Morgan Stanley is in talks with the U.S. to resolve an investigation into the bank’s creation and sale of mortgage-backed bonds, the latest in a string of Wall Street cases tied to the 2008 financial crisis, a person familiar with the matter said.

Annuity guarantees will help improve relationships among couples, says annuity specialist; Plus, five great small cities for retirees.

As a new year begins, it’s time for advisors to take some fresh steps to growing their business.

A new version, called EMXpro, offers updated design and deeper planning options, and fixes earlier shortfalls in functionality.

Here are 21 simple steps to make 2015 a great year for you, your clients and your business.