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Advisors should work to become the first name people in a particular market think of when they need a certain type of product, service or expertise. Being a "local/vocal name" can set you apart from other financial advisors and help you gain market share, according to marketing expert Marie Swift.

Almost all the planners surveyed by Tiburon called the current technology offerings merely acceptable or downright unsatisfactory.

Shareholders of Wall Street banks who agree with former Citigroup Inc. Chief Executive Officer Sanford "Sandy" Weill that the companies should be broken up face an obstacle: bondholders.

ING Groep NV, facing a regulatory deadline to sell its insurance business, is pressing prospective buyers of operations in Southeast Asia and Hong Kong to also acquire part of its Japanese unit, three people with knowledge of the matter said.

The ASTON/River Road Independent Value Fund is reopening to new investors starting Sept. 4.

Programs to strengthen bank liquidity, facilitate credit and buy mortgages were good moves, though it is hard to say how much worse things would have been in their absence, Federal Reserve Board Chairman Ben Bernanke said at the Jackson Hole summit.

More brokerage firms and RIAs move to shore up their wealth management platforms while trust companies languish. Bryn Mawr Trust has followed suit and reaped the rewards.

Your competitive advantage is what sets you apart. In a nutshell, have one. Then be able to articulate it.

With a laid-back style and team spirit, Gonzalo Echevarria, a financial advisor with AMTrust Bank, finds a home and builds a community in the Sunshine State.

Sam and Josh Stewart, father and son co-managers of the Wasatch World Innovators Fund, have figured out a solution to their investment differences.