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New planners should be aware of these commonly cited irks by firm owners and take the necessary steps to avoid them.

Global exchange-traded product flows reached $26.5 billion in May, the second strongest month this year, according to BlackRock’s latest ETP Landscape Monthly Snapshot.

In an environment of transparency and volatile capital markets, you would think exchange-traded fund vehicles would hold more of a percentage in the $3.6 trillion retirement plan marketplace.

“There’s a huge shift this year from last year in overall optimism from the advisors,” says Mark Schoenbeck, senior vice president of marketing for Curian Capital, the asset management firm that conducted the 2013 Curian Capital Survey. “It was a pretty big swing.”

Mutual funds firms are no longer novices at harnessing the marketing potential of Facebook and Twitter, and have, at least incrementally, been learning to successfully reach investors through social media channels.

Some of the U.S.’s largest providers of money-market mutual funds have sought a compromise on new regulation, making adoption of tougher rules for the $2.6 trillion industry more likely if far from a sure bet.

The Palm Beach Gardens, Fla., wealth management firm announced Monday it will acquire Silver Bridge Advisors of Boston, forming a $3.4 billion RIA to join the growing list of independent advisory firms hoping to establish a national footprint.

Market challenges and opportunities; Yoga on the beach, and former Secretary of State Hillary Clinton. These are just some of the activities and topics set to be presented, discussed, tweeted, and analyzed at Pershing's three-day INSITE 2013 conference in Hollywood, Fla., that begins Wednesday. The Twitter-verse is already buzzing.

Financial advisors are setting aside their doubts and embracing the recovery.

Sallie Krawcheck scolded advisors last month for their attitudes towards female clients. "Talking to husbands and nodding to wives no longer cuts it," she said.