Practice

What's next for financial advisors? How will wirehouses, banks and RIAs continue to evolve in the coming year? Tiburon's Chip Roame explains 15 key trends that every advisor must keep an eye on.

Here are some great tips that will help your financail advisory website rise to the top of the heap in search engine optimization.

Just 37% of baby boomers are confident in their financial preparations for retirement—and that number keeps falling.

Just 34% of advisors believe that social media is a "wise use" of asset managers' time and resources and just over half (53%) feel that asset management firms are "smart to explore" social media.

Former U.S. Attorney Mary Jo White was unanimously confirmed by the Senate on Monday to serve as chairman of the Securities and Exchange Commission.

Morgan Stanley Wealth Management hauled in nine new advisor hires on Friday with more than $765 million in assets and $9.2 million in fees and commissions.

It’s official: The Senate on Monday confirmed former federal prosecutor Mary Jo White as the new head of the Securities and Exchange Commission, Reuter reports.

Beacon Pointe is actively looking for more advisory firms with a CPA tie-in as it plots an expansion strategy of reaching 35 to 40 offices around the country in the next 10 years, Cooper says.

Focusing on a client niche can boost a planning practice. Among high-performing firms with a target client profile, just 3% pursue opportunities outside of that profile (versus 11% for all other firms surveyed), according to the 2012 Fidelity RIA Benchmarking Study.

Before you can begin tailoring your approach to working with women, you first need to understand some of the attributes that make them uniquely different from male clients. Blogger Laura Kogen examines five key differences in how men and women communicate, relate interpersonally, learn, are hardwired, and view wealth.