Practice

Gen-Xers lost about half of their wealth between 2007 and 2010, according to a Pew Economic Mobility analysis last year. But even before the housing collapse, they were having trouble keeping up with their parents in building assets.

More planners say they are doing better than ever, according to Pershing's second annual study of advisory success. Here's what they are doing right.

Do your clients know the value you offer? Here are five things to keep in mind as you create and disseminate your value proposition.

Longevity increases and cultural shifts have changed the way Americans plan for retirement -- and advisors need to make sure they're keeping pace.

A fee-based practice is worth more when larger firms are looking to make an acquisition.

Merrill Lynch lured away two advisors from Barclays Capital, where they managed a combined $285 million in assets.

To help rebuild the financial advisory industry's reputation and recruiting woes, Pershing's Mark Tibergien urges advisors to adopt a high school financial literacy program.

Most boomers want more from their post-career years than cruises and golf, a Merrill Lynch survey finds. Advisors should take note as they help clients plan for life after their primary career.

There's a discrepancy between the technology clients expect and where "typical" advisory firms are, technology expert Joel Bruckenstein told advisors. “You’re moving too slowly and you have to be more aggressive.”

A former Merrill Lynch executive has joined Focus Financial Partners to co-head a program that helps wirehouse advisors go independent.