Practice

If your firm's home page looks like it's stuck in the 1990s, you're likely driving away prospects and employees. Here are 7 rules for making an upgrade.

Think success brings happiness? That's not the way it works. In fact, it's the other way around.

For some planners, there is nothing more difficult to answer than, 'Do you have long-term care insurance?'

The CFP Board continually seeks to amplify its message to policymakers by joining with other, similarly focused groups to form a broader advocacy base. Those partnerships, together with the strategic counsel from a clutch of outside experts, have helped the board establish its presence in Washington, even with only a meager staff of three.

Securities and Exchange Commission Chairman Mary Schapiro today made the following statement in the aftermath of Hurricane Sandy.

High net worth individuals are relying more on advisors and structured products to reach philanthropic goals, according to Bank of America commissioned study.

The new practice management program includes retirement seminars, educational materials with action plans, online tools and a structured framework that financial advisors can follow with their clients, the company said.

The firm is adding a senior regional director of branch office development to boost recruiting efforts.

How to utilize social sites effectively is on everyone’s mind these days, and most advisors can readily understand how to use a site like LinkedIn for business contacts. But what about Facebook? Does a site that traditionally features family pictures and silly contests really help you promote yourself and your services?

Worried about possible flooding from Hurricane Sandy, Lancaster, Pa., planner Rick Rodgers spent Monday night at the fortified headquarters of his namesake firm -- a building that looks like a mansion on a Southern plantation.