Practice

Using its muscle to influence the debate as federal officials gear up to establish tighter regulations on the advisory world is the Financial Services Institute’s top priority this year, organization executives said Tuesday at the group’s annual conference.

F-Squared Investments this week announced that its assets under management topped $10 billion as of January 4, up from approximately $5.6 billion in the previous year.

Advisor Dan Dillard launched a video effort that’s on the verge of reaching thousands of clients beyond his book of business. Here’s part-1 of his story.

A U.S. judge said the Internal Revenue Service can demand information from UBS AG about U.S. clients of Wegelin & Co., the Swiss bank that pleaded guilty this month to conspiring to help cheat the IRS.

Facebook, which is used by 85% of advisors that are using social media, is far and away the most widely-used application, followed by LinkedIn (56%), Twitter (44%), Google (34%) and YouTube (31%).

If you want better new hires, improve interview process.

Russell is looking for a new director of defined contribution.

Share your thoughts on engaging women clients. Is it different?

WealthEngine has introduced a platform that helps advisory firms locate and profile high-net-worth individuals.

According to a recent “Investor Watch” report from UBS Wealth Management Americas, long-term care is respondents’ greatest personal financial concern.