Practice

As the year draws to an end, clients will find that formerly robust market segments delivered mediocre results in 2015; Plus, despite loopholes in America's retirement system, there are strategies for clients to make the most of it.

For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.

Build strong relationships with contacts, and give them an easy way to make referrals.

The total number of advisors across the industry rose 1.1% in 2014, according to a report from Cerulli Associates. But the research firm warns they may fall again in years to come.

Fidelity's new program includes a discount on a service that monitors elderly clients' financial transactions for suspicious activity.

Arizona Cardinals linebacker Dwight Freeney defeated a bid by Bank of America and its Merrill Lynch unit to dismiss, among others, fraud and negligent misrepresentation claims stemming from the bank's recruitment of him in 2010 to manage his assets.

Chief executives from BofA and PNC raised concerns about the conduct of data aggregators and particularly how well they protect customer data.

Many women contribute to their workplace retirement plans, but are also are very concerned about not being able to retire when and how they want to, implying that they may not be saving enough to feel secure about reaching their retirement goals.

Create a "culture of inclusivity," drop old-world ways and give young planners a voice in your firm in order to recruit and keep them, two experts say.

A J.P. Morgan study shows baby boomer spending needs could face funding constraints as they grow older, challenging advisors helping these aging clients maintain their lifestyles.