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Here's one uncomfortable stat for advisors: 90% of assets transferred to the next generation don't stay with the existing advisor. When it comes to your roster of clients, how do you plan to change that?

Despite the quick growth rate of the financial advisory industry over past 10 years, female advisors haven’t been growing at a comparable rate, according to a study on the gender disparities of the sector.

Vanguard is establishing an intermediary business in Hong Kong. Along with the new business unit, Vanguard also said the announcement of its first locally domiciled product offering in Hong Kong is imminent.

Two or three years ago, institutional investors primarily used ETFs for tactical purposes, holding them for less than one year. But now they are using them strategically as well, according to the 2013 Greenwich Associates study of trends in institutional usage of ETFs, which was sponsored by iShares.

Gen Y clients may be the next frontier for financial planning, but their low investable assets and risky retention rate aren’t all advisors should be thinking about.

When it comes to retirement, baby boomers are favoring lifestyle choices over wealth preservation, bucking the traditions of the generations that came before them.

The T. Rowe Price New Era Fund is getting a new manager. Timothy Parker, the fund’s current manager will leave to pursue other opportunities, the firm’s spokeswoman told Money Management Executive.

The best elevator speech starts with why you do what you do and briefly covers what you do and whom you serve best. Beyond that, Matt Matrisian suggests advisors expand their thinking to create an effective conversation.

For years, Lincoln Financial has effectively been raising prices on its variable annuities, yet consumers keep buying. The company’s VA business exceeds desired levels now, so further price increases have been announced: cutbacks in benefits offered to consumers. The expected result is a boost in second-quarter business but a slowdown in the second half of 2013.

For all the hype surrounding social media sites as the next great marketing channel for advisors, a panel of industry leaders warned that the jury is still out on what role tools like Facebook and Twitter will ultimately play in financial-services firms.