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The extra yield U.S. corporate bonds offer compared with Treasuries approached a six-year low as investors speculated the economy will pick up after the North American winter ends.

Schwan Financial Group's Prepared Heirs program helps advisors connect with second-generation clients.

A digital presence is now mere table stakes. What you really need is a way to upgrade your social media strategy. Start with these tips.

With the advisor population aging and looking to retire, more wealth management firms are stepping up their efforts to recruit and train a new generation of advisors.

LinkedIn will not solve all of a financial advisor's marketing challenges, but it provides another arrow in his or her quiver.

From regulators on making improvements to the arbitration and expungement process to managers on why some of the most successful bank advisors are not relying on walk-in traffic, here are the most notable quotes from the past week's stories.

The bank agreed to pay $197 million and admitted that it improperly solicited thousands of American clients, ending a U.S. regulatory probe while a broader criminal investigation of tax evasion still looms.

The agency plans a deeper focus on the role and duties of financial advisors this year, says chairwoman Mary Jo White.

U.S. Bank hires senior executive away from PNC to help lead its Private Client Reserve unit in Florida.

President Obama will emphasize Democratic priorities in his next budget, dropping an offer to trim the growth of entitlement spending and proposing new tax limits for U.S.-based multi-national companies.

Regulation, succession planning and lending limits are huge issues, particularly for banks with $100 million or less in assets. As a result, more of those banks are taking a hard look at selling themselves.

Fidelity Investments, the mutual- fund firm best known for its star stock pickers since it was started almost seven decades ago, named former bond manager Charles Morrison to run its asset-management unit.

The company reports asset and revenue growth but "regrettable" advisor attrition.

The world’s biggest bond dealers are showing almost no confidence in the best annual start for Treasuries since 2008.

Don't be fooled by its sparkle; gold is more risk than reward.

Moving ahead on priorities announced in January, the SEC says it will conduct examinations of a "significant percentage" of advisors that have not been examined since registering with the SEC.

Cambridge's Amy Webber says promotion is next step in complex internal succession plan.

Three of the new hires joined the firm's family office services group.

Without viable succession plans, wealth managers are at risk of slowly drifting off into oblivion -- willing partners in their own firms' demise. It's negligent behavior, and anything but benign.

Mutual and exchange-traded funds are well-positioned for rising interest rates because most of their fixed income holdings are in short-term government bonds, according to Morningstar Inc.