Financial planning

Here we take a fresh look at our Top 50 and Next 50 Bank Advisors and list the top 25 based solely on percentage increase in production on a year-over-year basis.

The wealth management needs of highly successful technology entrepreneurs and innovators are different from other high-net-worth clients. Some are counterintuitive. Here's what advisors need to know.

Revenue rises 15% but product sales jump even higher, as a shift in compensation model holds back short-term revenue, the company says.

With tactical managers for nearly everything, the hardest part is evaluating these offerings for clients because they all sound great in theory. Here are some ideas on how to approach the evaluation process.

With an estimated $2 trillion "in motion" due to divorce or widowhood among American women, a thorough understanding of such major transitional moments may help financial advisors protect and even expand their practices.

Hundreds of bankers gathered in Honolulu earlier this month for the Independent Community Bankers of America conference, trying to reconcile their sense that the economy is back on track with their concerns about costly regulations and unfair competition. The following is an overview of the conflicting messages they shared and heard.

For investment advisors with a small pool of clients, the threat of a cyber attack that could compromise investors' personal identifying information is especially acute, says one IT expert.

The insurance needs of ultrawealthy clients differ from those of the average client and the insurance industry has developed special products to meet those needs.

Kitces and Alan Moore are launching XY Planning Network, which will assist financial advisors working with Gen X and Gen Y clients.

Some 20 years after gaining considerable renown, Sharon Rich is still running a solo shop and billing like a consultant. That's exactly how she wants it.

The program pairs newer women advisors with more experienced ones

The insurance needs of ultrawealthy clients differ from those of the average client and the insurance industry has developed special products to meet those needs.

Former Bank of America Chairman Kenneth Lewis agreed to a three-year ban on serving as a public company's officer or director and to pay $10 million to settle claims by New York's attorney general that he misled investors about the bank's 2009 purchase of Merrill Lynch.

As they prepare for retirement, senior advisors can help young planners become competent and confident financial advisors.

A business can't have value without having profits. Understand how to calculate existing profits - and then make a plan to increase them.

While headlines suggest that the Social Security system is running deficits, the truth is a bit more nuanced. For one thing, investment income is often ignored.

Often overlooked, advisors need to help their clients keep records of their digital assets.

The Insured Retirement Institute is planning the launch of an advisor council this spring.

'It's a landscape-changer for Lebenthal,' says one industry consultant. 'A team with a book like that can write their own ticket, and if they're successful at Lebenthal, they can attract other big teams.'

Envestnet has increased its value fivefold since going public. Buyers may take notice.