Practice

Advisors are not doing a good enough job planning for health care costs. To better serve clients, advisors must understand the realities of health care, despite many unknowns.

Which financial institutions "get" LinkedIn? Jennifer Grazel, the social media network’s global head of category development - financial services, offers up several examples.

Among pre-retirees who worked with advisors, 73% said that did not expect to carry debt into retirement.

There are certain common traits and behavioral patterns of the more effective advisors, according to blogger Ken Haman. Of course, not all advisors demonstrate every one of these characteristics, but most of the highly successful people he's been privileged to work with exhibit at least several.

In order to capitalize on the opportunity to focus on female clients, you may be required to break some habits of the past.

Fidelity reported a 53% increase in health savings accounts opened in 2012, raising the number of individual accounts administered by the company to 182,000.

Steve Felchle and Jason Ernst, formerly with Wells Fargo, bring the total number of financial advisors at USBI to 532, up from 480 in July 2008.

MidAtlantic Trust Company said it had resolved record-keeping problems that have kept exchange-traded funds from being part of holdings in 401(k) and other retirement plans.

Advisors who expect their clients’ wealth will grow over the years, and help them to build their practices along the way, are likely to end up disappointed, according to a new statistical analysis of data from 7 million clients representing $3.5 trillion in invested assets.

Firms looking to recruit hesitant advisors need to start wooing their families, a new Fidelity survey suggests.