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

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.

In order for bank CEOs to be included on any "great leaders" list, trust with customers, employees and shareholders must be strong, says one HR officer.

What banks are advisors moving to? Fifteen recently switched to BNY Mellon, Citi Private Bank, Northstar Bank Colorado, Regions Bank, U.S. Bank and Webster Private Bank.

Barclays Chairman David Walker defended bonuses paid to investment bankers, saying the U.K.'s second-largest lender by assets needed to retain talent last year as U.S. competitors stepped up pay.

Revenue growth combined with high expenses and a challenging recruiting environment; CFO calls advisor pipeline 'solid' despite defection of 40 bank advisors.

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

Mohamed El-Erian, who quit Pimco in January amid reports of clashes with Bill Gross, said the legendary bond manager is still one of the world's great investors.

The U.S. Securities and Exchange Commission is reviewing whether certain alternative mutual funds that mimic riskier hedge-fund strategies are complying with leverage and liquidity rules.

BlackRock Inc. said it will list an exchange-traded fund on the Brazilian stock exchange to track the U.S. benchmark Standard & Poor’s 500 Index.

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.

Revenue climbs and assets grow, but net income slips at the country's biggest independent broker-dealer.

Raymond James Financial reported that net income was up 33%, boosted by record private client group revenue.

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.

Community banks need a steady flow of prospects. A partnership with a successful retail concept virtually guarantees constant customer traffic, according to one bank marketer.

Alternative mutual funds will be examined by the SEC to assess whether managers are complying with leverage and liquidity rules.

Sen. Elizabeth Warren's new book details the Massachusetts lawmaker's dramatic rise from humble Oklahoma roots to bookish Harvard law professor to liberal juggernaut, and includes some behind-the-scenes insights to the formation of the CFPB and its agenda.