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Gen X, Y and Z investors may years from retirement but they already have multiple concerns about their future finances.

Having trouble convincing your clients to think charitably? If so, you might want to mention that a number of studies have shown that people who give to causes they believe in find that doing so feels good, really good, according to Eileen Heisman, president and CEO of the National Philanthropic Trust in Jenkintown, Pa, which manages donor-advised funds.

Woodbury Financial brings approximately 1,400 advisors and $25 billion in assets under management to the group’s network, which includes FSC Securities Corp., Royal Alliance Associates and SagePoint Financial.

Think you've got your target-date planning down pat? Think again.

Looks like the "ETF fee war" is waging on.

The largest U.S. exchange-traded fund tracking municipal bonds touched the highest price since it began five years ago as investors speculated that tax rates will increase to help curb the federal deficit.

Citigroup has fallen on hard times in recent years, but it has still managed to train the chief executives of the country's biggest banks and card networks.

Ronald Greenidge, the former UBS AG managing director fired for gross misconduct in his supervision of convicted trader Kweku Adoboli, sued the bank claiming it treated him more harshly than others because he’s black.

Looks like the "ETF fee war" is waging on.

Gathering the information needed to make a career move and hiding that research from a current firm can be enough to make some advisors decide to forget it. That’s just where The Advisor Center, an anonymous online recruiting community that launches Monday, comes into play.

This year’s survey provides insights into advisors’ changing relationship with the technology they use each day. To improve the accuracy of results, single-use links to thousands of readers were implemented making the survey the most scientifically accurate version the magazine has ever done.

The average production at wirehouses is 40% higher than that of banks, and yet those advisors don't have an existing customer base. Why is that?

The investment landscape next year will put a new twist on an old expression: It's boring but it beats the alternative.

Community bankers won a critical battle last month when regulators agreed to indefinitely delay implementation of Basel III capital and liquidity rules until various issues with the proposal could be worked out.

Fiscal Cliff? Take the Plunge: Look for Buying Opportunities

The December issue means just one thing here at Bank Investment Consultant. It's not Christmas. It's better, it's our annual BIC Top 50.

Here are this year's best bank-based financial advisors and the secrets to their success.

The importance of FA training finds general consensus, but there is disagreement on details like the best delivery method or even what constitutes training

How to craft a business strategy that will keep you on track in the New Year.

With the threat of the fiscal cliff and other uncertainties, wealthy investors are speeding up recognition of gains and taking other defensive measures.