Advisors who want to position themselves for growth should set their sights on the next generation of investors who are poised to inherit unprecedented wealth.

Fidelity has introduced the “Realizing the Value in Your Firm” program, which includes a series of workshops being conducted nationally to help advisors understand succession planning options.

Sports spectators will likely see a bull cross their television screens this summer, and it will not be from the annual running of the bulls in Pamplona, Spain.

You can teach classes, you can advertise or you can flat-out buy new clients. But whichever strategy you take, you need to be committed because it's not easy.

How to create win/win relationships with other professionals.

Marketing expert Marie Swift says savvy financial advisors know that they must create an effective program that engages leads, builds rapport and converts prospects into lifelong clients. Here’s how one savvy financial planner is doing just that.

More and more planners need to start taking advantage of this powerful medium, says social media expert Amy McIlwain, but how?