Practice

Wells Fargo Advisors Financial Network has added four practices. With these advisors its independent brokerage arm, FiNet, has over 1,100 owners and advisors in more than 540 practices, with over $55.5 billion in assets under management.

The CFP Board prides itself as the issuer of a leading credential for financial planners, and that means that certificants are expected to adhere to a rigorous set of professional standards.

Do you have any examples of when client feedback was significant, either in a good or bad way? Steve Wershing writes that client feedback is invaluable, but advisors need to use their best judgment.

Most Americans, 81%, say they plan to give the same or more to charity this year, up nine and 18 percentage points from 2011 and 2010, respectively.

A delegation of fund firms, including BlackRock and Fidelity Investments, who are meeting with the Securities and Exchange Commission and Treasury Department officials today to discuss proposals for a potential compromise on money market fund reforms.

Value Line Funds has combined the Value Line U.S. Government Money Market Fund (VLCXX) into the Reich & Tang Daily Income Fund - U.S . Government Portfolio, effective October 19.

Neil Barofsky, a former special inspector general overseeing Troubled Assets Relief Program aimed at strengthening financial institutions during the financial crisis, calls the program a failure.

Two investment teams from Merrill Lyncch have joined RBC's Leadwood, Kan., office.

The firm hopes that Karein Heintz can help grow its presence in the twin cities.

The registered investment advisor is becoming a portfolio manager, more than an advisor.