Practice

Marketing expert Marie Swift explains how an automated process can help you create a conversation and keep the connection alive until your prospects are ready to wade into the water with you.

The hiring brings the total number of employees in the Wichita office to four.

Unforeseen, costly emergencies and expenses are a given in every life. Eleanor Blayney, CFB Board's consumer advocate said: "It's just as important to protect our finances – or indeed anything we value – from loss, as it is to grow our wealth."

Barclays has added a quartet of investment reps from Deutsche Bank and Morgan Stanley Smith Barney to bolster its wealth and investment management group in New York.

The Securities and Exchange Commission has passed along a request to the Financial Accounting Standards Board that it consider making changes in how to account for derivatives contracts designated as hedging instruments.

Treasury Secretary Tim Geithner said Tuesday that the $2 billion trading loss at JPMorgan Chase makes a "powerful case" for the financial reforms being implemented under the Dodd-Frank Act.

The tool will help advisors partner with other advisors within the LPL Financial network.

Legacy expert attorneys Danielle and Andy Mayoras say advisors can point to the bigamy scandal surrounding actress Reese Witherspoon’s family as yet another example of why it’s so important for clients to have their estate planning and legal affairs in order.

Forty-eight percent of respondents reported plans to increase their allocation to commodities in 2012, and 45% of respondents to real estate.

Online marketing can automate sales activities and help make prospects into clients.