Practice

Speaker of the House John Boehner said Tuesday that House Republicans would introduce a bill to raise tax rates for millionaires as a “Plan B” in case his negotiations with President Obama on averting the fiscal cliff fail to produce an agreement.

Asset managers are largely using social media to promote their brands, according to the latest research from Cerulli Associates.

President Obama lowered his tax revenue demand by $200 billion and offered to start tax rate increases at $400,000 in income instead of $250,000, moving closer to a budget deal with House Speaker John Boehner.

More than 100 advisors descended on the Women Advisors Forum in Boston Tuesday to hear speakers from throughout the profession offer advice on finding new clients, managing a practice, intelligent technology use, meeting special sets of client needs and more.

“Go online or contact your Human Resources department now and request an increase in your salary deferral, beginning with your first paycheck in January,” advises Matthew Illian, a planner with Marotta Wealth Management in Charlottesville, Virginia. “The people there will appreciate the advance notice.”

Four successful, multi-million dollar female financial advisors shared their stories of elusive clients at the Women Advisors Forum in Boston on Monday.

The Financial Services Institute is calling on the leaders of a Senate committee to pass a resolution expressing the "sense of the Congress" that the current tax system includes valuable incentives that encourage Americans to save for retirement and should be preserved.

Arden Asset Management has expanded its offerings of customized hedge fund solutions.

As the global economies continue to become more diverse and interlinked, so do the needs of wealthy and worldly clients.

The same things that make women great financial advisors also tend to hinder them in terms of their own career growth, argues recruiter Mindy Diamond. Here’s how to be smarter about your practice.