Practice

A key challenge often is not creating a strategy for a firm, but getting employees to buy in.

When clients divorce, planners must tread lightly to avoid taking sides.

Planners should ensure stay-at-home parents have sufficient insurance and are saving enough for retirement.

Social media and technology usage has increased among ultra-high-net-worth and millionaire investors, according to a new Spectrem Group report.

Income disparities over the past 30 years have translated into a 25% to 30% retirement savings shortfall for women, according to the Insured Retirement Institute.

You're probably losing business if you haven't figured out what your competitive advantage is relative to your peers. Here's how you articulate that key differentiator.

Financial Services Institute, the advocacy organization for independent financial services firms and independent financial advisors, has tacked on more than 2,500 advisor members with the addition of NEXT Financial Group, Transamerica Financial Advisors and The Strategic Financial Alliance as first-year members.

On Julr 31, 2012, Kate Healy has been named the new managing director of marketing for TD Ameritrade Institutional, responsible for the development of marketing strategies and focusing on the independent registered investment advisors channel.

Wealth managers are still struggling to create a full-service family office practice on a mass scale primarily because most advisors still aren't taking the entire family into consideration. Here are some ideas that can help.

On July 31, 2012, John (Jack) Bogle, founder of The Vanguard Group, Inc., has a new gig.