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A hypothetical advisor grossing $200,000 a year could potentially increase annual production by more than 30% by adopting these best practices.

Millionaires are feeling the most optimistic about investing since February 2011, according to Spectrem Group.

Many busy advisors find it tough to run their businesses and stay active across multiple social media channels. Here's some helpful strategies.

Morningstar announced today that it has awarded the Gold to two mutual funds, one a former Silver-rated fund and the other a brand new Medalist.

Bandon Capital Management has hired Whitney Dow as Managing Director, responsible for spearheading the firm’s marketing and relationship management efforts.

Classic investment style boxes are out and themes are in, Burt White, LPL Financial’s managing director of research, told advisors.

Umpqua Bank, a community bank based in Roseburg, Ore., will expand its private banking business into Seattle and San Francisco, where it believes its “high-touch banking products and investment services” will be a good fit.

Only 45% of certified financial planners use social media for professional purposes, according to a survey released Thursday by the Certified Financial Planner Board of Standards.

In the fourth quarter, fees and commissions from trust services generated $22.0 million, a 23% increase from $17.9 million a year earlier.

Advisors must adapt to the coming generational shift, TD Ameritrade Institutional president Tom Nally stressed at the company's annual conference in San Diego.