Practice

JPMorgan Chase & Co. reached a $13 billion deal with the U.S. Justice Department that ends probes into the bank’s sale of mortgage bonds, the largest amount paid by a financial firm in a settlement with the government.

Women have larger client accounts and price more consistently, according to a new study from Pricemetrix

Mutual Fund Trends - Same Themes, Different Decade

The $8.5 billion settlement reached with Bank of America gave mortgage-bond investors more than twice what they would have recovered through litigation and was an “easy decision,” an attorney for the trustee who negotiated the deal said.

The selling advisor tends to think their practice is worth a lot more than it may be. Here are five things to ask the selling advisor and the appraiser before you buy a practice.

As a startup planner, I find I need to try new lines of business. My recently launched video series recently got its first customer.

Advisors must jumpstart the conversation or retirement planning could suffer, say executives at Bank of America Merrill Lynch.

While the traditional way of gauging a client’s tolerance for risk is typically determined using a basic questionnaire, there’s another method that’s just as – if not more – reliable.

Really skilled networkers not only take advantage of their own networks, but tap other people's networks as well. Here's how one advisor used networking to build a $325 million practice in five years.

In a number of cases, the IRS is challenging a complex and obscure tax break that benefits some of the nation’s wealthiest property owners.