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Leawood, Ka.-based Montage Investments has been busy lately adding more sales executives, assets and a new mutual fund to boot.

More than 60% of high-net-worth clients expressed a high degree of trust in both their wealth managers and their firms, according the World Wealth Report 2013, but a majority prefer to work with a single firm to “manage all of their financial needs."

Lets just admit it. The words "indexed annuity" make advisors cringe. But is it time to give these products another look?

In May, stock and bond mutual funds, including exchange-traded funds attracted $56 billion of net inflows bringing total net intake for the first five months to about $350 billion, according to data from Strategic Insight.

Summer is here, and with it, come vacation plans and time away from the office. Elite Advisor Ron Carson says it is also, as an advisor, the best opportunity to educate yourself, connect with peers, reflect on the first half of the year, and share ideas for future growth. Check out some of his favorite apps that have helped him along the way.

At the fund family level, Vanguard Group once again led all providers with more than $11 billion in flows, according to data from Morningstar.

DCIO shops are converging this week in New York to showcase their wares and portfolio managers to advisors.

For advisors to get the most out of social media requires a strong consistent approach. Marie Swift, the Marketing Maven, offers these six handy strategies

You’ve set up a Twitter account and you know how to tweet, but how can you convert Twitter followers into prospects and then clients? Marie Swift, the Marketing Maven offers tips for Twitter power users.

As Congress looks to raise revenue by eliminating tax exemptions, could 529s, which cost the government nearly $2 billion a year in lost revenue, be on the chopping block?