Practice

When it comes to practice management, experienced advisors want to learn more about three subjects: engaging centers of influence, pricing, and measuring and building client loyalty. At least, that's what Genworth Financial Wealth Management has heard from advisors attending its Mastery practice management workshops for independent advisors

Members of Generation Y are fundamentally less trusting, more inclined to do their own research and more insistent on mobile technologies for everything - including their financial planning and investing. This is according to a new white paper that urges planners to get to know Gen Y better by comparing it to the two generations that preceded it: Generation X and the Baby Boomers.

As the trend toward independence continues, the opportunities raise questions from those advisors who are considering making the move. Shirl Penney of Dynasty Financial has created a helpful list of frequently asked question (and answers) for advisors who are thinking about going independent.

Finding the right financial planner can be a confusing process. To simplify the search, the SEC has released a new bulletin that contains tips for finding one. It also contains a list of questions consumers should ask planners - and that all planners should be prepared to answer.

If Congress does not act and the current estate tax law expires, 14.7 million U.S. households could have a tax liability according to a report released by LIMRA, a worldwide association of insurance and financial services companies, on Tuesday.

After working under one of the most successful advisors in the financial planning industry, Matthew Halloran took time, studied, read, and reviewed all of the top financial advisors he worked with over the years and found ten things are the keys to being a top advisor.

Almost one quarter of Americans (23%) have less than $100 in emergency savings while 46% report having less than $800, according to a new national survey by online lender CashNetUSA.com.

The U.S. Department of Labor's new regulations on 401(k) fee disclosures will serve as a wake-up call to plan sponsors and participants alike, once they stop hitting the snooze alarm, that is.

The husband and wife team had lots of experience. They had worked at large mutual fund shops, then struck out on their own .They got to $20 million in assets, mostly from friends and family. Then, he died.

Almost 79% of small business owners believe that their annual revenue will increase or remain unchanged in the next twelve months, according to the findings of Western Union's Small Business Barometer survey.