Practice

A new online tool launched by Bank of America's Merrill Edge program is designed to motivate investors to change their financial behavior.

The FDIC signed off on an 18% cut in funding for 2013, but it is still dealing with elevated numbers of troubled banks and Dodd-Frank-related workload.

Most people don't set specific goals for their careers or their lives and each year turns out like the last. Don't fall into that rut-life is too short to be mediocre.

Our legal expert explains how to keep a Series 7 license fresh after moving from a broker-dealer.

Deploy a strategy that runs itself and thrills your clients, allowing you to provide better service with less effort.

What advisors can still do to protect business owners' assets even though last year is gone.

The U.S. economy has turned the corner and experts see a better year for Wall Street.

Preparing your clients for the tax plan ultimately agreed upon in Washington.

A run-down of the stories in this issue, including a look at who will influence the wealth industry in 2013 and what the financial markets will hold.

Many firms have enlisted former military personnel to beef up their employee ranks.