Practice

In a court filing, the CFP Board says it has logged more than 2,000 hours of legal work in a lawsuit by two Florida planners.

Beyond using social media to draw attention to themselves, advisors can also use these social platforms to connect with journalists in-person.

The IRS has released the 2015 inflation-adjusted deduction limitations for annual contributions to a health savings account.

While money may not always be an advisors' number one consideration when deciding to switch firms, it almost always becomes an emotionally charged issue. Here's what to think about.

Independent planners can not win a battle against Wall Street unless they find a way to defeat well-funded lobbyists in the industry.

Advisory firms need to have a solid process in place for archiving and monitoring social media use before they jump into the social arena.

Paul Volcker hasn’t endeared himself to Wall Street bond dealers. That’s just fine with Fidelity Investments.

As business owners prepare to sell, advisors have new opportunities for growth. Here's what you need to know.

Developing successful training programs that embrace Millennial advisors is the single most important way to attract and maintain the wealth of this new generation.

Recent SEC guidance has opened the door for review sites like Yelp and Angie’s List to provide commentary on advisors. How well do you know these sites and understand the possible influence they could have on your business?