Practice

LinkedIn uses big data to increase profile visibility and enhance professional brands. Here's what advisors should know about this recently updated feature.

A new study, backed by the industry, says the DoL's new rules could leave millions of workers without retirement advice.

UBS was ordered to pay a former broker at least $5.3 million in damages and fees after he said that the bank misled him about the risks of securities issued by Lehman Brothers Holdings.

Study finds short-term AUM and compensation growth, but long-term problems ahead for financial advisors.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Advisor group Cohen Financial Management has joined Raymond James Financial from J.P. Morgan Securities, where the team generated annual revenues in excess of $4.2 million.

Advisors can help clients navigate the actuarial calculation of matching a savings and withdrawal plan with a projected life expectancy.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

New York's top banking regulator is joining the U.S. Justice Department in investigating whether Credit Suisse Group helped U.S. clients evade taxes, a person with knowledge of the matter said.

Despite an uptick in savings rates, baby boomers are feeling more worried about their prospects for retiring securely, with a quarter of those polled saying they've postponed their retirement plans in the past year, a new study shows.