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As a startup planner, I find I need to try new lines of business. My recently launched video series recently got its first customer.

Advisors must jumpstart the conversation or retirement planning could suffer, say executives at Bank of America Merrill Lynch.

Spurred by the brisk stream of breakaway brokers, HighTower has doubled its recruiting team and lured two new partnership teams: Andriole Group and Klein Wealth Management.

Flows Reflect Investor Caution

Market Access Concern Drives Fitch's Negative Watch for Puerto Rico

While the traditional way of gauging a client’s tolerance for risk is typically determined using a basic questionnaire, there’s another method that’s just as – if not more – reliable.

Really skilled networkers not only take advantage of their own networks, but tap other people's networks as well. Here's how one advisor used networking to build a $325 million practice in five years.

The pairing of Rockville Financial in Connecticut and United Financial in Massachusetts would create a $5 billion-asset bank that can get more efficient yet invest in growth. More deals like it have been happening around the country this year.

Fitch Ratings placed the BBB-minus rating of Puerto Rico's general obligation bonds on rating watch negative, citing in part concerns about market access.

In a number of cases, the IRS is challenging a complex and obscure tax break that benefits some of the nation’s wealthiest property owners.

SRI Picking Up Retail Steam

Having a fully completed profile makes you visible, giving you the opportunity to leverage your network and engage with those who matter most to your professional development and business growth.

The number of women seeking out advisors to help manage their finances has increased greatly, a recent study finds.

Three deal-tested wealth management firms offered advice to planners at Schwab Advisor Services' annual Impact conference.

Social media can be treacherous for any large firm. Just ask JPMorgan Chase, which provoked a frenzy last week after its #AskJPM hashtag was hijacked by angry customers. Big banks arguably face more challenges than other large corporations because, while they must use social media to reach out to customers, they still face substantial reputation damage from the financial crisis. Following are some of the worst experiences banks have had to date.

Ex-JPMorgan Trader Resists Spain’s Extradition in Whale Case

For those nearing retirement, a market downturn may be something they simply can’t afford to endure. Without enough time to make up for the damage to their portfolios, they won’t be able to afford the retirement lifestyle they had envisioned.

Health insurance questions may dominate this year’s conversation, as the Affordable Care Act’s effects become widespread, but advisors should help clients with other key areas as well.

With stocks increasingly expensive and bond returns paltry -- what’s an advisor to do?

The Social Security Adminstration makes mistakes like everyone else and it claims a three-year statute of limitations on correction—so don’t delay