Financial planning

NAPFA has named a fee-only RIA who has served in the U.S. Navy to serve as its next national chair.

Study finds short-term AUM and compensation growth, but long-term problems ahead for financial advisors.

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

After announcing growth plans earlier in the year, Advisor Group has taken the next step: hiring a new executive vice president of recruiting and acquisition strategy.

AUM drops 31% as more top brass depart, with parent SunTrust filling executive ranks with veterans of the bank.

Advisors can help clients navigate the actuarial calculation of matching a savings and withdrawal plan with a projected life expectancy.

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

Distressed-bank rollups were all the rage among private-equity and hedge fund investors in the early days of the financial crisis. The results have been decidedly mixed, as the following examples illustrate.

Despite an uptick in savings rates, baby boomers are feeling more worried about their prospects for retiring securely, with a quarter of those polled saying they've postponed their retirement plans in the past year, a new study shows.

For advisors to the wealthiest families, a new report suggests that it's not what you do that matters -- it's how you do it.

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.

Younger investors have eight times more money in Roth IRAs than traditional IRAs, according to one recent report.

Staff loyalty must be earned. Use these tactics to make sure your employees feel connected and committed to your firm's success.

A new PriceMetrix study shows jump in assets & revenue, but highlights other worries for the industry.

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

An advisor team with $1.2 billion in assets under management has left Morgan Stanley to join Lebenthal Wealth Advisors. But Lebenthal isn't the only wealth manager with new talent on board. Here are the most recent moves among wirehouse advisors.

Here are some of the most common mistakes advisors make in running their practices -- and how you can avoid them, according to one practice management expert and former advisor.

A former client rediscovered this advisor -- and his new specialty -- by searching for advice and finding his blog posts online. Here's how social media can lead to compliments and a real-world payoff.

A former client rediscovered this advisor -- and his new specialty -- by searching for advice and finding his blog posts online. Here's how social media can lead to compliments and a real-world payoff.