Banco Popular de Puerto Rico

Social media can be treacherous for any large firm. Just ask JPMorgan Chase, which provoked a frenzy last week after its #AskJPM hashtag was hijacked by angry customers. Big banks arguably face more challenges than other large corporations because, while they must use social media to reach out to customers, they still face substantial reputation damage from the financial crisis. Following are some of the worst experiences banks have had to date.

Here’s a look at ten of the most influential executives in the business and their insights, concerns and predictions for the future of the advisory industry.

A number of Morgan Stanley advisors have left the firm to join independent broker-dealers and advisory firms.

Rosemary Berkery, vice chairman of UBS Wealth Management Americas and head of its U.S. bank, shares what she's learned about U.S. retail banking and how it complements banks' wealth-management goals.

From improving communication with clients to placing a bigger emphasis on risk management, advisors from wirehouse and regional firms share how they’re navigating the rebounding market environment and how their practices have evolved as a result of hard lessons learned during the financial meltdown of 2008.

Clients often dream of retiring overseas for a change of scenery and lifestyle. Here’s what a handful of advisors have to say about some of the most popular overseas retirement destinations among their clients.

Professional athletes are enticing prospects for advisors. They've made it big, encountered a sudden windfall of wealth and many are young- sometimes right out of high school- and do not have the experience to understand how to manage it all themselves. Unfortunately, those conditions have also made for some of the most contentious disputes.

In a business where scale is everything, regional broker-dealers are growing rapidly. Check out which firms have the most advisors, and which are gaining ground.

Timid clients and more fee-based business weighed on transaction revenues. See which firms fared best over the past year.