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As one advisor found, planners need to know how to do much more than build wealth for their clients.

There is strength in numbers, and practices across the country are banking on size to position themselves for success.

Understand the three levels of happiness and be ready to connect them with their financial-planning equivalents.

From payouts getting trimmed to stagnant growth, bank advisors have their work cut out for them this year. But bright spots include investments that can help differentiate you.

You never know what to expect. But events of 2011 gave plenty of clues for what lies ahead in 2012, as trading firms and exchanges speed up and beef up.

You never know what to expect. But events of 2011 gave plenty of clues for what lies ahead in 2012, as trading firms and exchanges speed up and beef up.

Investors pulled a net $37.97 billion out of mutual funds in November, according to the Investment Company Institute. Most of the outflows throughout the month came from equity funds and most of the inflows were posted by money market and fixed-income funds.

A 10-year low of new municipal bond issuance is what was on everyone’s mind in 2011. Last year, only $295 billion of tax-exempt bonds were issued, down almost 32% from 2010 when $433 billion was issued. It was the lowest amount of issuance since 2001.

Marketing expert Marie Swift says events can be a great way to help enhance relationships with current clients, position yourself in front of qualified prospects, and build important mutually beneficial relationships with centers of influence.

Volatility, the fear of a second worldwide recession, continued aversion to equity funds and uncertainty over Dodd-Frank regulatory fallout-all headlined 2011.