Practice

Morgan Stanley has gotten a lot of heat over "pre-approved content" to be used on social media by the firm’s financial advisors, but there are several reasons it is actually an advantage, says head of digital strategy Lauren Boyman.

If the health insurance exchanges succeed in making coverage more affordable, planners say they expect some clients who are separated to opt for divorce.

The decision to recommend that a client go onto Medicaid, the government-sponsored healthcare program for people with low income and minimal resources, is both simple and difficult.

To supplement the coverage provided by Medicare, there are a number of different types of policies are available ranging from very basic, high-deductible plans, to low-deductible, high-premium plans that cost more but provide more extensive coverage.

Executives at mutual fund companies, asset management companies and support providers rated client reporting-which included any reporting that is created for the purpose of distribution to clients-as their top challenge followed closely by risk management in Money Management Executive's third annual Operations Survey.

Retirement income planning has become a significant or core part of business for nearly three quarters (73 percent) of financial advisors, but these same advisors may be flying blind when it comes to assessing whether clients are on track to achieve sustainable retirement income.

Two prominent industry experts offer some spirited discussions on a few of the most contentious M&A issues.

With the need for retirement and legacy planning urgent and growing, advisors who center their practices on senior clients can do exceedingly well.

Expect powerful regional RIAs to emerge from the current round of financial advisory deal-making.

Before anyone represents your firm online, they need to understand why a blog is important to your organization, what the goals are that you wish to achieve, and the do’s and don’ts for contributing. Here are the three tips to make sure your bloggers succeed.