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While Jobs’ ideas are applicable to broader business, upon close examination they seem tailor-made for the financial advisor in particular.

Retail investors in municipals are shaken, but still ­standing, after a relentless barrage of ­negative media hype surrounding forecasts for massive municipal ­bankruptcies and defaults later this year.

On the eve of congressional hearings examining whether unfunded pension liabilities could trigger severe fiscal stress for state and local governments, a coalition of 10 groups representing state and ­local entities said public pensions are not in crisis and are not ­seeking federal assistance.

The recent media firestorm over state and local government finances has resulted in heightened efforts by those in the municipal bond industry to educate jittery investors and enhance disclosure in the nearly $3 trillion market.

Bridge Bancorp in Bridgehampton, N.Y., said Tuesday that it has agreed to buy Hamptons State Bank of Southampton, N.Y., for $6.3 million.

Wells Fargo CFO Howard Atkins has resigned for personal reasons, the bank announced late Tuesday. He was immediately succeeded by chief administrative officer Timothy Sloan.

If interest rates can only go up from here, shouldn’t you minimize your exposure to bonds? Not according to Zane Brown, a fixed-income strategist from Lord Abbott who addressed a crowd of advisors at the IMCA New York Consultants Conference.

In business, as in life, we need to remember five principles, says Bruce Weinstein, The Ethics Guy: Do no harm, make things better, respect others, be fair and be loving.

The common refrain of needing to spend money to make money doesn't necessarily apply to social media marketing where time and enthusiasm can trump budget.

One of TD Ameritrade Institutional’s best breakout sessions was a panel of experts discussing some of the best tactics to get PR exposure.

Morristown Financial Group added about 70 new independent advisors in 2010, and credits momentum from its compliance management system, Advisor AdvantEDGE.

In less than two weeks, Peter Bain will take over as president and CEO of Old Mutual Asset Management, a measure that would permanently replace the role left vacant following Tom Turpin's departure in September.

Ultimately, owners and managers have huge responsibility in making sure their firm moves forward. Often, the choices they make around their staff are the biggest factor in whether they are successful or not.

TD Ameritrade Institutional brought in Kelli Cruz from InvestmentNews Custom Research group to share information gained from their 2010 InvestmentNews/Moss Adams Financial Performance Study of Advisory Firms.

Emerging Global Advisors named former UBS Wealth Management Americas CEO Marten S. Hoekstra as its new chief executive.

The Chicago-based company added three wealth advisors and a wealth strategist with previous experience from Wilmington Trust, U.S. Trust, JP Morgan Private Bank, Brown Brothers Harriman and Ernst & Young Personal Financial Services.

SunGard Data Systems said it introduced a mechanism for tracking leaks of company information through social media. The capital markets software supplier said a new surveillance product will help organizations watch for "content that may breach internal communication and privacy policies.''

The funds include a market neutral, medical sciences and large-cap offering.

This is the firm’s first mutual fund.

The top Democrat on a House panel that plans to hold a hearing Wednesday on “State and Municipal Debt: The Coming Crisis,” believes states and localities need to reform their pension systems, but is uncertain about whether states in severe fiscal distress should be permitted to file for bankruptcy protection.