Financial planning

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.

Recent SEC guidance has opened the door for review sites like Yelp and Angie’s List to provide commentary on advisors. How well do you know these sites and understand the possible influence they could have on your business?

"There's a lot of nuance that's not reflected in simply listing personal bankruptcy," says Mark Witaschek, whose bankruptcy was cited in a board announcement.

Planners thinking of retirement often seek young partners to share the business. But such pairings can be tricky to pull off.

If you think that reverse mortgages are only for cash-strapped retirees without any other financial options, think again.

We asked advisors to share the buzzwords that they thought confused clients -- and to offer us alternative phrasings where possible. Click through to see their list.

Using social media to create a public presence consistent with their passions and expertise, advisors can position themselves for media attention.

April has been a busy month for advisors on the move, as regional and wirehouse firms have scrambled to keep up with each other in the battle for top advisor talent. See all the latest moves and promotions.

The IRS is anticipating the chances of a tax return being audited to be the lowest in years.

A pet trust can dictate the type of care a pet will receive after its owner is gone and supply funds for that care.

Research suggests that good vibes are good for business. Here's how you can get serious about your attitude adjustment.

In a market pressed for yields, this category's "go anywhere" philosophy deserves consideration.