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In a highly competitive industry, one of the most common questions advisors face is: How do I differentiate myself? Here are twelve steps to help you stand out from the competition.

In seven years, Focus Financial has grown to $65 billion in AUM from $3 billion. CEO Rudy Adolf shares the company’s growth strategy.

Such annuities typically mean “watered-down guarantees” and there’s not a lot of demand for that, a panel of speakers said at LIMRA’s 2013 annual conference on Monday.

If you’re breaking off from a larger advisory firm to go it alone, consider a specialty practice, say advisors.

Treasuries Losing Cachet With Weakest Foreign Demand Since 2001

ETFs Churning Most Cash Ever as $47 Billion Flows to Market

'Keep the Castle From Being Stormed'

Nobel Prize-Winning Takeaways for Mutual Funds, ETFs

From a relationship standpoint, social media and the financial advisory business are a perfect complement to one another. But social media presents serious compliance issues for firms and advisors.

Over the next 10 – 20 years, trillions of dollars’ worth of financial and non-financial assets are expected to be transferred from the boomers to their heirs. As a result, advisors must be prepared for these changes to make sure that inherited assets will remain with them.

MLPs offer high yields plus tax advantages, but advisors need to drill down to deliver those tax breaks without the headaches.

Multiples are stronger in historical terms than many bankers assume, buyers' stock prices are going up and banks need to get to $25 billion of assets to thrive, says David Olson of River Branch Holdings.

The CFP Board “cannot justifiably act as both a regulator for continuing education providers and as a CE provider themselves,” FPA president Michael Branham said to a burst of applause Sunday at the general session of the association’s annual conference.

Money has been flowing in and out of financial markets more rapidly than ever before this year, a bullish signal as the threat of a U.S. government default fades.

Raoul Weil, the fugitive former head of UBS AG’s global wealth management business, was arrested in Bologna after checking into a hotel under his own name and triggering an alert to Italy’s authorities.

Financial planning “is still a relatively young profession with a lot of growing pains,” according to the incoming president of the FPA.

Muni bonds have substantial risk but here’s how you may be able to get a greater return and U.S. government guarantee.

A bond ladder can mitigate interest rate risk, but individual bonds require in-depth research. The diversification of a fund tempers credit risk, but be wary of extended duration.

The brokerage added five advisors from Wells Fargo and opened three offices.