Financial planning

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

Financial Planning unveils its annual list of the largest independent broker-dealers in June. As a sneak peek, here's a list of the 10 top IBDs ranked by revenue growth - also including their overall industry position.

We are proud to present a new look at our top program managers, reshuffled and ranked by number of full-time advisors the managers oversee.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

The number of deals for RIA firms jumped in the first quarter, according to new research from Schwab Advisor Services. But transaction value was lower than at any point in the last year.

With all the anticipation of a large transfer of intergenerational wealth, a lot can be at stake for advisors presiding over high net worth clients at these meetings.

Tax changes may affect investing ideas about bypass trusts, grantor trusts and other estate planning steps.

On Wall Street and New York Life/Mainstay Investments pinpoint the top leaders in wealth management.

For our ranking, we used a weighted average with five different variables (growth in team assets, growth in team production, average production per advisor, number of FAs manager oversees, and number of LBEs manager oversees).

In our May issue, Bank Investment Consultant will unveil its Top 20 Program Managers. Here is the second half of the listing (#11 through #20).

These managers just missed the cutoff for our upcoming top 20

Facebook,Twitter and LinkedIn are changing the way advisors communicate with clients. How can advisors better use social media to take their practice to the next level?

Last week, we listed the 10 biggest banks by advisor headcount. They account for roughly half the bank channel. Most of the rest of the industry works through one of the third-party marketers.

When offering a market perspective or sitting down with a client for a portfolio review, word choice can make all the difference.

Hundreds of small regionals and community banks account for about half the bank channel advisors. The other half lives at one of the top 10 banks (with the top two accounting for the majority.) Here is a countdown of the 10 biggest players in the bank channel this year, based on the total number of bank advisors.

A well-planned gathering can help your firm develop client relationships and strengthen ties with strategic partners.

Baird has opened a second office in Houston with the addition of a branch manager from UBS and seven advisors from Wells Fargo.

Focusing on a client niche can boost a planning practice. Among high-performing firms with a target client profile, just 3% pursue opportunities outside of that profile (versus 11% for all other firms surveyed), according to the 2012 Fidelity RIA Benchmarking Study.

Recent tax changes mean that planners may have to rethink the ways they invest clients' assets.

Here are 6 steps in how to segment your book of business. This how-to comes courtesy of regular Bank Investment Consultant contributor Todd Colbeck.