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When it comes to talking about retirement, eldercare, and inheritance, parents may be from Mars while their grown children might as well be living on Neptune.

Each generation has distinct characteristics that inform the way its members like to communicate and connect with other people. Naturally, most people approach others the way they’d like to be treated, but that doesn’t cut it for advisors working with clients from a different generation, said Cam Marston, a generational characteristics expert and consultant with his firm, Generational Insight.

Managing a team is an important part of an advisor’s growing practice. As an individual advisor’s practice becomes more successful and complex, eventually a team structure becomes necessary.

Expect significant technological advancements from Charles Schwab & Co., Inc. in 2013.

The program, announced Wednesday, will provide financing for junior partners seeking equity in a firm. It's currently in a pilot phase for registered investment advisory firms with more than $400 million in assets under management and at least three existing senior principals.

Jeffrey Gundlach, Chief Executive Officer and Chief Investment Officer of DoubleLine Capital, has 50 billion reasons to smile this week.

Total money market mutual fund assets decreased by $2.54 billion to $2.575 trillion for the week ended Wednesday, according to data from the Investment Company Institute.

The Board of Trustees of Henderson Global Funds has agreed to liquid the Henderson Money Market Fund on December 28, according to a Securities and Exchange Commission filing.

What is different about you? Why should prospective clients choose you over any other advisor with whom they may speak? To successfully attract clients, there needs to be some reason for those particular people to choose your offering from among all of their options. So, what is it about you?

Despite negative market sentiment due to concerns over the looming Fiscal Cliff, many investors are unprepared for it, according to a recent survey by Nationwide Financial.

Investors are lowering their expectations for their retirement lifestyles, but is that enough? Not according to a new survey from BlackRock.

Wall Street firms must slash pay and headcount and shed almost a third of their trading-business assets to earn even half the returns they once made, according to Sanford C. Bernstein analysts.

The annual promotions, which take effect Jan. 1, come one day after New York-based Goldman Sachs named 70 people to its so-called partnership, the fewest since the firm became a public company in 1999. Partners, also called participating managing directors, receive a higher salary than managing directors and share in a special bonus pool.

In part one of our two-part series on long term care planning, we looked at reasons behind long term care avoidance among Americans, according to Genworth’s “2012 State of Planning” survey. In part two, Pyschologist and Money Coach Dr. Barbara Nusbaum provides suggestions on how to put these difficult emotions of fear and anxiety to good use.

According to the 2012 State of Planning Survey commissioned by Genworth, Americans aged 35 and over have many excuses for why they don’t have a plan in place for their future long term care needs. In this first part of our two-part series on long term care planning, we look at reasons behind long term care avoidance among Americans.

Winners of Charles Schwab’s seventh annual Impact Awards were announced Thursday at Schwab’s Impact conference in Chicago. Walter Bettinger, Schwab president and chief executive officer, and Bernie Clark, executive vice president and head of Schwab Advisor Services, took the stage to present the three awards.

The agreement will help the bank fill the service gap that was left after it sold its brokerage unit, Morgan Keegan, to Raymond James earlier this year.

Bond funds had estimated inflows of $7.50 billion, compared to estimated inflows of $2.59 billion for the week ended Wednesday, November 7, according to data from the Investment Company Institute.

Virtually every independent financial advisor practice has a web page, and while an increasing number of advisors are seeking to make better use of other digital platforms such as Facebook, Twitter and LinkedIn, far too many still do not have a coherent digital marketing plan in place to complement their overall marketing strategy.

McNabb said that his firm has been lowering the cost on its products for more than 35 years and the fact that the firm exists “puts pressure on other providers to do likewise”.