Practice

Advizent, the would-be marketing and branding consortium for independent advisors, closed down Thursday, one year after its ambitious launch by industry heavyweights Steve Lockshin and Charles Goldman.

LinkedIn is the most widely used social platform among financial professionals. But are you getting the most you can out of it?

Defined contribution investment only firms will fare well in keeping fee compression, customized target-date funds and specialized advisory relationships on top of their to-do list in 2013.

Here are 6 steps in how to segment your book of business. This how-to comes courtesy of regular Bank Investment Consultant contributor Todd Colbeck.

In the April issue of Bank Investment Consultant, we detail how financial advisors can boost their business by working with small business clients.

Four in 10 participants in 401(k) programs who use in-plan advice expect to live as well or better than they did when working, compared to just 29% of all 401(k) participants.

The Supreme Court will use a case involving billionaire Billy Joe “Red” McCombs to decide whether the federal government can impose hundreds of millions of dollars in penalties for the use of abusive tax shelters.

American Century Investments has named Joseph Schultz head of intermediary sales, responsible for the firm’s field and internal sales businesses, including wirehouses, regional and independent advisors, registered investment advisors, insurance company advisors and broker-dealer key account management.

Vendors of social media compliance software are expecting a nice boost from the FFIEC's complex new rule proposal.

In the wake of continuing financial uncertainty and a volatile market, some older clients (and even young ones too) may find themselves too easily caught unawares. In response, the CFP Board released on Wednesday a guide that provides older clients financial self-defense.