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Your last redesign is probably looking stale by now. Use these tips to start making changes.

Since taking over as CEO of 115-year-old Bartlett & Co., Kelley Downing has overseen an ownership buyback and steady growth.

How do returns from these two types of equities compare? We test them - and find a real difference in performance.

Borrowing to buy stocks is back in style, but many planners give short shrift to using leverage to improve long-term results.

A smart human capital strategy is key to a successful wealth management company.

Recent tax changes mean that planners may have to rethink the ways they invest clients' assets.

It takes a team to serve small business clients - so make sure you know how to be a strong quarterback.

Adhering to Shariah principles, Amana Growth is also attractive to many non-Muslims.

As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value

As carriers move to adjust risk, sales taper off after three straight years of growth.

Planners report that these worries and uncertainties dominate their thoughts about the profession.

When it comes to handing off your firm, make sure you communicate clearly with your next-gen advisors.

Younger planners have their own priorities. If you're investing in their professional development, consider these ideas to ensure they will stick around.

A new study of high-earning advisors offers 5 clear success tips.

A well-planned gathering can help your firm develop client relationships and strengthen ties with strategic partners.

Changes for in-plan conversions are buried deep in the fiscal cliff tax deal. Here's how they may affect your clients.

LinkedIn is tailor-made for referrals, unfortunately, most advisor's LinkedIn profiles are “abysmal." What can you do to stand out from the competition?

Are you on Google+ yet? You should be, especially if you have a blog that you are trying to draw more attention to.

Facebook’s user base has grown to more than 1 billion. With more and more clients shifting their attention toward social media platforms, advisors should consider creating a stronger Facebook presence.

Ex-Morgan Keegan Mutual Fund Directors to Settle SEC ClaimsEight former Morgan Keegan & Co. mutual-fund directors agreed to settle U.S. regulatory claims that they allowed assets backed by subprime mortgages to be overvalued as the housing market collapsed in 2007.