Financial planning

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Advisors who are successfully merging traditional with social marketing today are experiencing increased visibility, credibility, stronger brand recognition and more frequent conversions.

Social media has made email marketing even more powerful. Here's how to integrate these two marketing strategies.

Here is a rundown of the high-profile investors in small U.S. banks who command attention and their investments styles.

FINRA is moving to toughen reporting requirements for BrokerCheck, following revelations that hundreds of registered advisors have failed to publicly disclose personal bankruptcies, criminal charges and other potentially damaging information.

Our IRA expert answers questions about the number of recharacterizations allowed, earned income contribution rules and how to purchase annuities without a tax hit.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

In a court filing, the CFP Board says it has logged more than 2,000 hours of legal work in a lawsuit by two Florida planners.

Beyond using social media to draw attention to themselves, advisors can also use these social platforms to connect with journalists in-person.

What banks are advisors moving to? Fifteen recently switched to BNY Mellon, Citi Private Bank, Northstar Bank Colorado, Regions Bank, U.S. Bank and Webster Private Bank.

Revenue growth combined with high expenses and a challenging recruiting environment; CFO calls advisor pipeline 'solid' despite defection of 40 bank advisors.

Mohamed El-Erian, who quit Pimco in January amid reports of clashes with Bill Gross, said the legendary bond manager is still one of the world's great investors.

Raymond James Financial reported that net income was up 33%, boosted by record private client group revenue.

Independent planners can not win a battle against Wall Street unless they find a way to defeat well-funded lobbyists in the industry.

Advisory firms need to have a solid process in place for archiving and monitoring social media use before they jump into the social arena.

Research shows that we need to start presenting financial planning as a desirable career path for women at a young age -- at Girl Scout meetings, in school or, most importantly, at home.

'Mariner is a well-organized and well capitalized growth company,' says John Furey, principal of Advisor Growth Strategies. 'The pace of growth is best in class and I expect it to continue.'

As business owners prepare to sell, advisors have new opportunities for growth. Here's what you need to know.