Practice

Robert Sofia says that the social network is important for advisors, but if you cannot (or will not) approach it properly, don’t bother.

As mobile applications proliferate, do financial advisors really use them?

In a survey of 21 different positions in financial advisory firms, a new survey from the Financial Planning Association indicates that most planners got a pay increase from the time that the was survey was conducted three years ago.

Two thirds of high-net-worth households with $5 million or more in investable assets believe that the country is worse off now than it was in 2007.

American poitics have entered an “era of bad will,’’ said former White House press secretary Ari Fleischer. Nothing will happen of note on the federal budget until after the next Congressional elections, he forecast.

Even as Americans struggle to save, with more than four in 10 living from paycheck-to-paycheck and eight percent who say they don’t earn enough each month to pay for essentials, most are confident in their ability to manage their personal finances, according to a recent survey by Allstate.

The Seventh Circuit Court of Appeals has affirmed the dismissal of a class action that sought damages by class members as a result of the 2008 UBS tax evasion scandal.

Married Baby Boomers are much more likely to have retirement savings and a retirement goal than their single friends.

Dynasty Financial Partners announced Monday it hired Michael Moriarty as director of investment platforms.

Brown Advisory, an independent investment management firm with $33 billion in assets under management, announced the appointment of Porter Schutt and Bill Dugdale as partners in the firm’s Wilmington, Del., office.