Practice

NAPFA's Genesis group, for fee-only advisors 33 and younger, this week launched a set of scholarships to help younger advisors develop their professional skills.

ING Direct CIO Charaka Kithulegoda says the only problem with allowing users access to online banking through Facebook is the perceived stigma.

For the visually inclined, we've created an infographic to highlight some of the major shifts under way in demographics, technology and global wealth.

To make sure the time and effort you’ve invested in finding the right employee pays off, you need to spend just as much time planning how that employee will be trained as quickly, efficiently and effectively as possible, according to productivity expert Chris Kirby.

Plan sponsors are increasingly turning to outsourced or discretionary investment solutions for their funds post the global financial crisis, according to Tim Barron, chief investment officer for consulting firm Segal Rogerscasey.

Don’t wait for journalists to come to you -- use social media to go to them.

“The primary reason for the drop-off in fines was because there were no auction rate securities cases in 2012,” said Brian Rubin, partner in the Washington, D.C., law firm Sutherland Asbill & Brennan.

“Interest rates are having a large impact on overall annuity sales,” says Catherine Theroux, director of Public Relations at LIMRA. “For fixed annuities, people are less inclined to lock in rates at this level.”

Financial advisors vary greatly in their approach and use of written investment policy statements with their clients, including some who don’t use these statements at all, according to Russell Investments’ latest quarterly survey of U.S. advisors.

Regulators and academics are starting to look at low volatility as an integral part of the buildup toward financial meltdowns.