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As the overall financial advisory business picks up, “more than eight in 10 advisors want to spend more time attracting new clients,” Pershing discovered, “and nearly as many believe that they could grow faster if they had better time management tools or processes.”

North Peak Asset Management has added a new fund to its family. The Duxbury, MA shop launched the Inflation Hedges Strategy fund (INHIX, INHRX) which will invest in asset classes that are sensitive to increases in inflation.

A cap that President Obama has proposed on the size of tax-advantaged retirement accounts is seen as potentially pushing savers to another product that limits payments to the government: life insurance.

Although the market is improving in some places, the overall value of real estate owned by U.S. households fell to $17.65 trillion in 2012 from $22.7 trillion in 2006, according to the Federal Reserve. Much of that decline hit boomers the hardest, since most were in their peak earning years when the financial meltdown occurred and were living in the largest homes they would ever own. Financial planners now face a challenge: how to help clients chart a future that will meet their housing and health needs while preserving as much of their assets and capital as possible.

Although the market is improving in some places, the overall value of real estate owned by U.S. households fell to $17.65 trillion in 2012 from $22.7 trillion in 2006, according to the Federal Reserve. Much of that decline hit boomers the hardest, since most were in their peak earning years when the financial meltdown occurred and were living in the largest homes they would ever own. Financial planners now face a challenge: how to help clients chart a future that will meet their housing and health needs while preserving as much of their assets and capital as possible.

Should this super star advisor use a recruiter to represent his interests? Does he need to?

While some men and women have left New York for a better life in Florida, there are other areas that are beginning to attract the financial community.

So many advisors feel alone, are afraid to admit it, and do not know what to do about it. It is a people focused job, true, you get to interact with your clients (and is why your meetings last too long), but so few have people to talk to about being an advisor. So what can you do?

In the first quarter of 2013, wealth and investment services generated $7.8 million in revenue, up 7% from a year ago.

Taxes have moved up client priority lists in the aftermath of the fiscal cliff deal creating new opportunities for, according to a survey by SEI. This creates some new opportunities for you.

Wealth management firms want advisors to spend more time in front of clients, and will be rolling out new technology to free them up to do just that, according to a survey by Ernst & Young.

Revenue from trading bonds declined 3% to $4.6 billion, excluding adjustments, from the same period last year, Citigroup said. David Trone, an analyst with JMP Securities LLC, had estimated $3.2 billion. Moshe Orenbuch, a Credit Suisse Group AG analyst, predicted $4.2 billion.

While the Supreme Court wrestles with the issue of whether the federal government should recognize gay marriages, advisors should not let married gay and lesbian clients wait on the sidelines for a decision, estate lawyers say.

Vanguard is shaking up its government relations office.

New rules to reduce risk in money-market mutual funds will be proposed in the next two months by the U.S. Securities and Exchange Commission, which won’t be slowed by a leadership change, a commissioner said last week.

Wells Fargo has rolled out a website to help customers, and eventually non-customers, meet their retirement savings goals.

Changes to the tax laws at the beginning of the year resulted in a delayed tax season in which the average tax refund declined slightly, according to a new government report.

Retirement income experts have a new professional designation to brag about.

Complexity and inconsistency within the tax code continue to be a major problem for small businesses, with one out of four small businesses reporting that they need to spend 120 hours or more per year on the administration of federal taxes, or three full work weeks, according to a new survey.

“To build online influence in the age of social media, you must build a powerful online presence and consistently publish your thought leadership insights through a professional blog site,” says Stephanie Sammons, founder of Wired Advisor, a company that helps advisors set up search engine optimized blogs.