Portfolio

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

"Advisors will want to know what will happen to the firms' cultures. Will Nuveen be able to keep its culture? Which firms' culture will prevail?"

Retirees who have been government workers or whose spouses have been government workers may be in for a surprise when they file for Social Security retirement benefits.

There are five essential questions every advisor should answer in order to effectively grow their connections, referrals and business on social.

Longtime LPL executive Bill Morrissey has been tapped to take over the company's independent advisor services unit following the sudden departure of Derek Bruton.

If the integration process takes longer or is more costly than expected, RCS says it may 'fail to realize' some or all of the anticipated benefits of the pending acquisitions.

The third-largest U.S. bank cut 200 to 300 jobs in its division handling stock and bond trades to shrink costs amid a slump, according to a person familiar with the matter.

From news of ETFs and ETPs rebounding in March to BlackRock shaking up leadership, here's top news impacting mutual fund and ETF managers and providers.

Community banks and credit unions need to recognize and tout the distinct advantages they offer advisors as they compete with bigger financial institutions for top talent, says Frank Smith, vice president of Recruitment at LPL Financial Institution Services.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.