Portfolio

Forging real relationships -- in person and not just online -- builds not only long-term friendships, but business to boot, says one marketing expert.

CFP Board makes new push into academia with plans for a center at its headquarters and an academic journal

The so-called Crummey technique has the IRS concerned, so planners might want to alert HNW clients before the opportunity is reined in.

Many states have updated their trust laws, providing simpler techniques to help trustees deal with the challenges of irrevocable trusts.

Investors who beat a path out of global equity markets earlier this year are stampeding back in.

Retiree optimism is an encouraging improvement and most likely correlates to a stronger stock market and the prospect of higher interest rates in the future, says Wells Fargo executive.

Expected in August, the Labor Department's new draft of a fiduciary proposal for retirement-plan advisors involves taking a more "clear, direct and nuanced" approach to the education vs. advising question, says Assistant Secretary of Labor Phyllis Borzi.

The so-called Crummey technique has the IRS concerned, so planners might want to alert HNW clients before the opportunity is reined in.

Securities America and Triad, both divisions of Ladenburg Thalmann, slapped for "failing to supervise the use of consolidated reporting systems resulting in statements with inaccurate valuations being sent to customers."

Regulatory, recruiting and retirement issues dominated the agenda at the annual BISA conference. Here are some of the smartest things we heard from economists, executives and other industry leaders during the well-attended three-day event.