Practice

Four of the world’s largest investment banks – Deutsche Bank, Goldman Sachs, HSBC and J.P. Morgan --- are now live on a new electronic margin call system called MarginSphere.

Financial planning and reporting technology provider Adaptive Planning has introduced its Fall 2011 and Winter 2012 Releases, which feature new reporting capabilities, SaaS and enterprise collaboration features.

There is no one-size-fits-all approach, but there are demographic similarities, and a program manager should be able to identify them.

Advisors of the future are gravitating toward financial planning programs. Here are the schools on many students' short lists.

Was a complex product sold to a wealthy family that was only suitable for an institutional client?

Our legal expert discusses what happens when clients don't follow orders.

Problems arise when a parent adds a child's name to an asset or aids elderly loved one who needs assistance.

Almost 30% of households with more than $5 million to invest are using four or more advisors.

UBS financial advisors take on 10 emerging entrepreneurs.

You may be overlooking one of the best PR strategies an advisor could employ.