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In a crowded market like financial services, the truly successful professionals are those advisors who can cultivate a fiercely loyal, devoted client base, says advisor marketing guru Maribeth Kuzmeski.

The bank recently made a series of moves to woo the long-neglected mass-affluent customer.

Financial advisors are three times as likely to respond to a sales pitch from an asset manager, broker-dealer, custodian or insurance company when the approach is made in person, according to a new study.

Morgan Stanley will get another $57 billion of deposits from Citigroup as part of its Smith Barney purchase and plans to increase securities lending, commercial real estate, corporate and warehouse lending.

Higher rates would help bring relief to bankers who’ve seen lending margins squeezed and expenses pushed up by new technology and regulations.

These 20-somethings are just beginning their saving and investing journey and there's no time like the present to get them on the right track.

Your fee should be about more than just investment performance.

There are few marketing issues in the advisor sector that in recent years have inspired more interest -- and uncertainty -- than the use of social media in the practice.

Here are five pieces of advice that advisors should keep in mind when going through a merger.

Bank of America has expanded its suite of investing tools for its mass-affluent do-it-yourself customers.