Making a to-do list probably sounds like a very basic time management tool, but the following approaches can help refine your list-making practice and make it even more useful.

In the most recent move by a large firm to help planners solve pressing succession issues, Cetera Advisor Networks is now offering its regional directors, s well as other small- to mid-sized broker dealers, the opportunity to sell their businesses to Cetera.

Financial advisors in the bank channel often talk about “leveraging” their branch’s tellers and lenders to build their client books. But it’s the rare bank investment program that effectively ends up partnering with other bank units. Kim Burdick, senior vice president and group executive for community banking at Fremont Bank in Fremont, Calif., thinks he knows the reason. …

From bank tellers to senior management and bank owners, Fremont Bank's Susan Lyle and Adam Nieto make the elusive idea of cross-selling a reality.

Deploy a strategy that runs itself and thrills your clients, allowing you to provide better service with less effort.

What advisors can still do to protect business owners' assets even though last year is gone.

Preparing your clients for the tax plan ultimately agreed upon in Washington.