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Marketing expert Marie Swift says forward-thinking financial advisors are incorporating social media into their marketing plans. Are you doing enough online to remain competitive?

Fidelity Investments last week did something last week that a decade ago likely was not imaginable – or feasible. The company best known for popularizing the no-load mutual fund said that, for the first time, it would allow retail investors to trade directly in foreign markets – and in foreign currencies.

Alex Murguia, managing principal of McLean Asset Management and CEO and founder of inStream Solutions, believes advisors should be aware of major changes underway in the planning profession—and should take proactive steps to safeguard their practices. Financial Planning talked to Murguia about his views on the outlook for RIA businesses.

$10 billion of equities change hands each day in the United States. $4 trillion of currency changes hands each day, globally. Which asset do you want to trade in?

The Dow Jones Industrial Average fell 74.17 points Friday to close at 12,660.46 while the Nasdaq managed to post a modest gain of 11.27 points to finish at 2,816.55.

UBS Americas Wealth Management said it hired at least 14 veteran Merrill Lynch brokers who in total managed more than $2 billion in client assets at Merrill.

The firm promoted Kevin Rogers to managing director and family wealth advisor to head up the specialty team.

Stewart Head of EMEA Client Mgt. at BNY Mellon; Franklin Templeton Names Two New Hires; BlackRock Appoints Powers Director/Trustee; Dillon Gage Names Friedman EVP

Fidelity Investments did something last week that a decade ago most likely was not imaginable-or feasible.

Custom target date funds are beginning to proliferate at the expense of their off-the-shelf counterparts.

State Street to Develop Actively Managed ETFs; Investors (Again) Lose Faith in U.S. Equity Funds; Citi, Research Affiliates Expanding Bond Indices

Just a few days after Bob Oros left Trust Company of America as national sales manager, Fidelity Institutional Wealth Services has confirmed he will start next week as executive vice president of RIA sales and relationship management.

T. Rowe Price Group reported its fourth quarter 2011 results, including net revenues of $671.6 million, net income of $188.4 million, and diluted earnings per common share of $.73.

Retirement can be daunting — but having sound financial advice makes Americans feel like they have a better handle on it, according to a survey by Franklin Templeton.

Federated Investors reported earnings per EPS of $0.36 for the quarter ended Dec. 31, 2011 as compared to $0.45 for the same quarter last year. Net income was $36.9 million for Q4 2011 compared to $46.4 million for Q4 2010.

Janus reported fourth quarter net income of $35.7 million, or $0.19 per diluted share, compared with net income of $27.4 million, or $0.15 per diluted share, in the third quarter 2011 and net income of $65.9 million, or $0.36 per diluted share, in the fourth quarter 2010.

Invesco issued financial results for the year and three months ended Dec. 31, 2011. "Invesco’s efforts to provide strong, long-term investment performance to our clients contributed to the third year of long-term organic growth." said Martin Flanagan, president and CEO.

Recruiters agree that Raymond James and Morgan Keegan are a cultural fit, but how Morgan Keegan's financial advisors react to those retention bonuses will be key to whether they stay. Here's an interactive slide show detailing their thoughts on the deal.

FINRA issues an alert warning investors to guard against a two-step process where “fraudsters” gain access to their email accounts and then instruct the firms involved to transfer money out of their brokerage accounts.

The SEC said a trader based in Latvia broke into online brokerage accounts of customers at large U.S. broker-dealers and manipulated prices in more than 100 New York Stock Exchange and Nasdaq Stock Market securities.