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In May, stock and bond mutual funds, including exchange-traded funds attracted $56 billion of net inflows bringing total net intake for the first five months to about $350 billion, according to data from Strategic Insight.

In the first case of a state taking on bank consultants, New York regulators have banned Deloitte Financial Advisory Services from financial consulting for one year.

The nation's biggest banks are steeling themselves for a simulated cyberattack that organizers say will feel like the real thing.

The firm snapped up two Morgan Stanley advisors and former branch manager at Ameriprise.

The San Francisco-based regional bank says it plans to add as many as 100 people to the team over the next two years.

For a majority of financial advisors, life insurance planning isn’t all it’s cracked up to be.

Rising markets boosted the number and wealth of high net worth individuals to new highs, according to the World Wealth Report 2013.

Leawood, Ka.-based Montage Investments has been busy lately adding more sales executives, assets and a new mutual fund to boot.

More than 60% of high-net-worth clients expressed a high degree of trust in both their wealth managers and their firms, according the World Wealth Report 2013, but a majority prefer to work with a single firm to “manage all of their financial needs."

Lets just admit it. The words "indexed annuity" make advisors cringe. But is it time to give these products another look?

In May, stock and bond mutual funds, including exchange-traded funds attracted $56 billion of net inflows bringing total net intake for the first five months to about $350 billion, according to data from Strategic Insight.

Summer is here, and with it, come vacation plans and time away from the office. Elite Advisor Ron Carson says it is also, as an advisor, the best opportunity to educate yourself, connect with peers, reflect on the first half of the year, and share ideas for future growth. Check out some of his favorite apps that have helped him along the way.

At the fund family level, Vanguard Group once again led all providers with more than $11 billion in flows, according to data from Morningstar.

DCIO shops are converging this week in New York to showcase their wares and portfolio managers to advisors.

For advisors to get the most out of social media requires a strong consistent approach. Marie Swift, the Marketing Maven, offers these six handy strategies

You’ve set up a Twitter account and you know how to tweet, but how can you convert Twitter followers into prospects and then clients? Marie Swift, the Marketing Maven offers tips for Twitter power users.

As Congress looks to raise revenue by eliminating tax exemptions, could 529s, which cost the government nearly $2 billion a year in lost revenue, be on the chopping block?

The United Services Automobile Association, first created as a means for army officers to insure their automobiles more than 91-years ago, has been taking a number of steps into retirement plan portfolios.

The looming stats are everywhere when it comes to the future of the advisory business, despite being a fast-growing industry. Here's how one advisor is trying to ensure a brighter outlook.

Like professional football players, most financial advisors maintain an external persona of confidence, but if advisors are honest with themselves, many insecurities –including avoiding contacting aggressive clients during market collapses, or fearing that they will look weak if they can’t think quickly on their feet when challenged by their clients—linger beneath the surface.