Practice

For advisors to get the most out of social media requires a strong consistent approach. Marie Swift, the Marketing Maven, offers these six handy strategies

You’ve set up a Twitter account and you know how to tweet, but how can you convert Twitter followers into prospects and then clients? Marie Swift, the Marketing Maven offers tips for Twitter power users.

As Congress looks to raise revenue by eliminating tax exemptions, could 529s, which cost the government nearly $2 billion a year in lost revenue, be on the chopping block?

The United Services Automobile Association, first created as a means for army officers to insure their automobiles more than 91-years ago, has been taking a number of steps into retirement plan portfolios.

The looming stats are everywhere when it comes to the future of the advisory business, despite being a fast-growing industry. Here's how one advisor is trying to ensure a brighter outlook.

Like professional football players, most financial advisors maintain an external persona of confidence, but if advisors are honest with themselves, many insecurities –including avoiding contacting aggressive clients during market collapses, or fearing that they will look weak if they can’t think quickly on their feet when challenged by their clients—linger beneath the surface.

The bank extended portfolio management and asset allocation services to clients with $50,000 in investable assets. The services were previously only available to trust clients.

The process of switching to independence does not happen overnight. Here are 10 steps to consider when making the move to the RIA segment from Schwab Advisor Services.

The National Advisors Trust of South Dakota will give National Advisors-affiliated RIAs and their clients access to some of the most flexible trust and tax statutes in the nation.

In a keynote address kicking off the Insured Retirement Institute's Government, Legal and Regulatory conference, Atkins, now the CEO of Patomak Global Partners, offered a round critique of the Dodd-Frank Act and the myriad rulemaking proceedings that it set in motion.