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Real-time risk management is the holy grail for many financial institutions. The reality: the majority of banks cannot calculate the true risk of new deals to their business intraday because they continue to rely on stale inaccurate data.

Warren Buffett's $5 billion investment in Bank of America Corp. was truly daring. It brought him a strong, instant return, and gave BofA an air of desperately-needed stability.

Of the hundreds of thousands of words in the Dodd-Frank Act, none has caused as much consternation as the seven-letter one tucked into Title 10: abusive.

Video can make a big difference in the effectiveness of your website. Most websites, including financial advisor sites are about conveying information. The easier you make your content to process for your visitors, the more likely they are to stick around. Video is a great way to do this.

As a financial advisor, you are always looking for ways to add value and bond with your clients. One of the most unique and innovative ways I've found for doing just that also drive referrals years into the future and provide a wealth of insight about their individual goals and values is a legacy profile.

Financial planning professionals Elisabeth Cullington and Janet Acheatel have a passion for working with women who are, in their view, poorly served by the financial services industry. That’s why they decided to form a practice focused entirely on women at San Diego-based wealth management firm HoyleCohen LLC.

Exchange-traded funds, a relatively cheap and tax efficient way for individual investors to invest in equities while maintaining a degree of diversification in portfolios, are becoming more popular among wealthier investors and their advisors.

The vast majority of retail advisers now use alternative products or strategies for their clients-but that number is a bit misleading, a new study finds.

Mutual funds looking for new and more effective ways to interact with their Baby Boomer clients-or find new ones-should be inspired by a new Pew Research Center report that found social networking participation among this highly coveted group surged more than 60% in the past year.

Investors have developed a serious aversion to U.S. equity mutual funds, which is upsetting the balance of fund flows, according to Morningstar.