Practice

This social video platform offers advisors another way to demonstrate their knowledge and expertise, says a social media savvy advisor who focuses on Gen X and Gen Y clients.

Social media can be intimidating to inexperienced users, but it has proven to be an invaluable tool for one advisor who says she makes time for it each day "because it makes perfect business sense."

Fortress is the fifth firm to join Omaha-based Arbor Point, which provides an open architecture platform aimed at dually registered advisors, since it launched early last year.

While most financial advisors are using social media in a basic way, few are utilizing it fully. Here are the most common mistakes advisors make with social media.

Deutsche Bank's wealth management unit has recruited former-Barclays advisor Chris Guttilla.

Almost three in four affluent millennials have assets in online brokerage accounts, while only 67% have assets in a defined contribution plan.

New York Attorney General Eric Schneiderman sent subpoenas to six high-frequency trading firms seeking information about special arrangements they have with exchanges and dark pools as well as their trading strategies, according to a person familiar with the matter.

Longer lifespans mean a big shift in planning -- particularly for female clients.

The broker-dealer was censured and fined for selling unsuitable exchange-traded funds to customers.

Can your young advisors handle the highly charged conversations that often come with major life transitions?