Practice

It’s human nature to size up people and businesses based on what we see and experience during our interactions with them online, in print, or face-to-face. Advisors should use branding to communicate their core values, differentiate themselves from competitors, and reinforce that their products and services are the ones best suited to meet client needs.

Client advisory boards are a great way to get clients and advocates even more engaged in supporting the business. If you are considering developing an advisory board, here are some points to consider from blogger Ken Haman.

There's a big difference between succession-planning practice sales and other kinds of deal activity, advisors learned during a succession-planning panel Wednesday.

Balances in small business retirement plans have increased an average of 20 percent between 2007 and 2012 in the aftermath of the recession.

From athletes who abuse illegal substances in order to win to business executives who lie on financial statements to boost profitability, examples of cheating are all around.

The new trust office in Wilmington will provide personal trust services for high-net-worth clients with more than $1 million in investable assets.

FINRA has named a senior Treasury Department official to serve as the group's first chief economist.

If the net asset value of a money market fund is forced to float, the ramifications on maintaining customer accounts are huge and could force them to move to other investments.

"You must ask everyone who comes into your office: Do you have a health problem?" estate planner and Financial Planning contributor Martin Shenkman cautioned. "If you don't ask, they are not going to tell."

The Consumer Financial Protection Bureau is recommending that policymakers implement a nationwide financial education program into grade school as well as standardized tests.