Practice

By now you’ve likely mastered the big three: LinkedIn, Facebook and Twitter. What about all the other social platforms out there?

A capable and conscientious advisor can support small business clients by helping eligible entrepreneurs establish an Employee Stock Ownership Plan.

Mary Schapiro, the former chairman of the U.S. Securities and Exchange Commission, has joinedPromontory Financial Group as a managing director and chairman of its governance and markets practice.

Asset managers have taken notice of the the proliferation of alternative mutual funds in the retail and institutional channels and have changed their game plan accordingly.

U.S. companies will now be able to post their earnings on Twitter or update their status on Facebook as long as investors have been told in advance where to look.

Investors working with financial advisors were more confident and prepared than their unassisted peers both during and after the financial crisis, according to a new study from Fidelity Investments.

There’s no point in spending your time tweeting and building your online presence unless you make it useful to your practice.

When it comes to staying in touch with younger investors, face-to-face or phone contact trumps social media outlets like Facebook, Twitter or LinkedIn, according to a new survey from Merrill Lynch Private Banking & Investment Group.

Younger advisors are outpacing their elder peers in attracting AUM, according to a Fidelity study that surprised even its authors.

Investors have major trust issues with their advisors.