Practice

Having trouble convincing your clients to think charitably? If so, you might want to mention that a number of studies have shown that people who give to causes they believe in find that doing so feels good, really good, according to Eileen Heisman, president and CEO of the National Philanthropic Trust in Jenkintown, Pa, which manages donor-advised funds.

Think you've got your target-date planning down pat? Think again.

Gathering the information needed to make a career move and hiding that research from a current firm can be enough to make some advisors decide to forget it. That’s just where The Advisor Center, an anonymous online recruiting community that launches Monday, comes into play.

The average production at wirehouses is 40% higher than that of banks, and yet those advisors don't have an existing customer base. Why is that?

Community bankers won a critical battle last month when regulators agreed to indefinitely delay implementation of Basel III capital and liquidity rules until various issues with the proposal could be worked out.

Fiscal Cliff? Take the Plunge: Look for Buying Opportunities

The importance of FA training finds general consensus, but there is disagreement on details like the best delivery method or even what constitutes training

How to craft a business strategy that will keep you on track in the New Year.

With the threat of the fiscal cliff and other uncertainties, wealthy investors are speeding up recognition of gains and taking other defensive measures.

With the fiscal cliff approaching, it might be time to accelerate income into the remainder of this year.