Practice

Make a better first impression: In an increasingly digital age, there’s no excuse for ignoring one of the most important tools you have.

House Republicans plan to vote Jan. 23 on a three-month extension of U.S. borrowing authority in an effort to force the Democratic-led Senate to adopt a budget plan.

You’re more than halfway through a month of working on your practice. Today, your task is simple -- and hopefully it will renew you for the remaining tips to come.

Fidelity Investments has closed off one of its funds to new investors.

It all started with Goldman Sachs, which began publishing the daily market value of the assets held in its money market mutual funds in the United States on January 9.

If you want to keep them on track, forget nitty-gritty details and focus on these six major themes.

Coaching and consulting hundreds of advisors over the years has allowed Ron Carson to see several industry trends and lump advisors together into various buckets. One of these “buckets” is advisors who view human capital, technology, office space, coaching programs, etc., as an investment versus a cost. Advisors who view these areas as costs tend to experience less success and grow their business at a slower rate.

Want to know whether a stock is a buy, sell, or hold? Investors and advisors can find out quickly by glancing at their iPhone.

According to Joe Hurley, founder of Savingforcollege.com, by far the most frequently asked questions he receives from advisors concern the impact of 529 plans on financial aid.

Wealth manager Peter J. Eichler Jr., once had more than $10 billion in assets under management. Following his RIA’s bankruptcy filing in November, however, the SEC has filed a lawsuit against Eichler and Aletheia Research and Management for alleged securities fraud and for allegedly violating fiduciary duties to clients and to the funds Aletheia managed.