Some hedge-fund managers recently came under pressure from the American Federation of Teachers to quit the boards of certain organizations, such as Students First and the Manhattan Institute for Policy Research, that favor the elimination of public-sector defined-benefit pension plans.

In the current issue of Bank Investment Consultant, recruiter and consultant Rick Rummage outlines five steps to improve your professional relationships. Here’s a shortened version of his advice.

As Congress reconsiders various tax breaks it voted into existence (home mortgage deductions, etc.), could 529s come in for increased scrutiny and possible elimination?

As Congress looks to raise revenue by eliminating tax exemptions, could 529s, which cost the government nearly $2 billion a year in lost revenue, be on the chopping block?

Industry influencers and independent investment advisors congregated in Palm Beach. Fla., last week for TD Ameritrade's Elite Advisor and Fiduciary Leadership summits to discuss how to strengthen advisor practices and navigate a turbulent regulatory environment.

An advisor who has worked for other advisors and now runs his own firm offers mangers tips on how to better supervise new hires in response to a recent blog post.

The financial services industry has one of the hardest glass ceilings for women to break through according to a recent survey from Edward Jones.

Getting referrals and finding new clients are the hard parts. But even then, investors have options so why stay with you? It's because of your relationship.

How will clients react if their advisors' transition pay becomes public information?

Finding the right attorney requires research, time, thought - and sometimes a dose of bravery.

Appearing before groups is part of an advisor's job. Here's how to beat the public-speaking jitters.

When a relative or friend asks for free advice - or even seeks to become a paying customer - it may leave an advisor in a tough spot.

Your employees, colleagues and clients have all been shaped by defining experiences. Take the time to learn them.

Value is often difficult to quantify. When it comes to your jobs, how do you measure your value and overall impact?

In a new report released on Monday, TD Ameritrade reveals some common myths and realities of becoming an RIA in today’s business environment.

Steve Felchle and Jason Ernst, formerly with Wells Fargo, bring the total number of financial advisors at USBI to 532, up from 480 in July 2008.

From athletes who abuse illegal substances in order to win to business executives who lie on financial statements to boost profitability, examples of cheating are all around.

Bank customers are staying away in droves as they do more business online. Here's what advisors can do to combat lighter foot traffic at the branch.

Conventional wisdom is often wrong about what it takes to achieve great results.

The financial planning profession ranks fifth among 200 professions, according to CareerCast.com, but what makes financial planning one of the best jobs in 2013?