Practice

(Bloomberg) -- Fidelity Investments, the second- largest U.S. mutual fund company, reported a 13% increase in operating income last year as the rally in equities boosted assets.

Don't ask when clients want to stop working, instead ask what they want to do next, says one practice management expert.

From wirehouse CFPs talking about not telling clients they weren't really fee-only to industry researchers discussing the opportunities for advisors with LGBT planning expertise, here are the most notable quotes from the past week's stories.

The board approved a rule proposal that would impose new limits on financial advisors' ability to remove information about customer disputes from BrokerCheck.

A cross-border practice in the Southwest appeals to Canadians seeking better weather and favorable tax treatment.

"The timing is right to fully integrate our new wealth management offering into our Global Asset Allocation and PI divisions," a Fidelity spokesman says.

Puerto Rican investors are lining up for arbitration with UBS AG over losses when the commonwealth's bonds plunged last year.

Clients want you to succeed and are willing to help, so here’s how to address the problem of “overservicing” them.

A smoother prenup process can ease clients' embarrassment and protect their financial well-being.

The U.S. Supreme Court decision to hear arguments over Fifth Third Bancorp v. Duddenhoeffer – a case that questions whether it's prudent for companies to offer employee stock ownership within 401(k) investment schemes – will be front and center for retirement plan sponsors this spring.