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Here are a few tips from an advisor and practice management expert to help boost your confidence and improve how you communicate your value proposition.

Washington Wealth Management has recruited two advisors from UBS and Wells Fargo, where they collectively managed approximately $150 million in assets.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

After a Tax Court decision, a major change in IRS guidance will affect clients with multiple retirement accounts. Here's what advisors need to know.

LinkedIn uses big data to increase profile visibility and enhance professional brands. Here's what advisors should know about this recently updated feature.

A new study, backed by the industry, says the DoL's new rules could leave millions of workers without retirement advice.

NAPFA has named a fee-only RIA who has served in the U.S. Navy to serve as its next national chair.

UBS was ordered to pay a former broker at least $5.3 million in damages and fees after he said that the bank misled him about the risks of securities issued by Lehman Brothers Holdings.

UBS is expanding its wealth management business in Asia and emerging markets by hiring client advisors, Juerg Zeltner, who heads the division globally excluding the U.S. and Canada, said in an interview.

The culture of “RBC nice” is paying dividends for Canada’s second-biggest bank.