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Advisors spend plenty of time focusing on their clients' long-term plans, but what about the future of their firms? Here are five strategies, common among top firms, that advisors can institute to expand their practices.

How do the services you offer compare to what clients of advisors across the industry are receiving? A new study of 4,000 advisors by Cerulli Associates tracks the planning services clients receive across all advisor channels.

Looking at the range of services received by clients in all advisory channels, traditional wirehouses take the lead in catering to high-end client needs, according to research from Cerulli Associates.

Strike a balance between remaining friendly with clients' family members and effectively stopping persistent and inquisitive ones from sussing out details that should remain confidential.

A continuity plan should be simple and spell out how unexpected interruptions could affect the business and how to safeguard the firm, employees and clients.

Understanding regulatory and compliance responsibilities about cybercrime can go a long way in preparing planners to face the threats.

Fidelity expects giving to Ebola relief efforts to continue to rise; offers advisors tips for advising client charitable strategies.

Agency secures $4 billion in penalties; expert says: “make sure that you have a robust and dynamic compliance program.”

Around 80% of KMS' advisors, who are about equally divided between fee and commission-based business models, are based in Washington, Oregon and Idaho.

A majority of Americans nearing retirement are eyeing financial advisors for help with planning for the costs of health care, according to a new study from Ameriprise.

Morgan Stanley Wealth Management saw profits jump 17% for the 3rd quarter, despite a 1% drop in the firm's advisor workforce.

An extra step to protect inherited IRAs; What you’ll pay in the Medicare part-D doughnut hole; How much longer to you expect to live? Think again.

The growing realization of the complexity of retirement planning creates opportunities for advisors, according to research firm Hearts & Wallets.

Ken Pfeil, the chief information security officer for the Pioneer companies, shares the security measures he's taken to keep cybercriminals and malware exploits from affecting the infrastructure he oversees.

The recent FinDEVr conference showcased dozens of cutting-edge tools, platforms and technology integrations in financial services. Here are a few of the most innovative ideas I saw.

Texas Attorney General Greg Abbott reached a settlement with Houston-area financial advisor R. Craig Rathmann, accused of colluding with RBC Capital Markets to limit competition on bond deals for municipal utility districts.

Fidelity Investments is telling investors and advisors that clients' data appears not to have been captured by the hackers who infiltrated the systems of JPMorgan Chase earlier this year. And while clients aren't yet worried, advisors say, such threats are unlikely to go away.

Long-term capital gains tax rates in 2014; IRS revises a limited-amnesty program for offshore accounts: Year-end retirement planning strategies

With mortgage rates at new lows, is it time for clients to refinance?

Even with $360 billion invested in smart beta, industry heavyweights say that more education is needed to make public aware of the strategies.