Financial planning

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.

In the April issue of Bank Investment Consultant, we detail how financial advisors can boost their business by working with small business clients.

Since the 2008 financial crisis, Wall Street pay is down, double-digits. But, over the sweep of the past quarter century, it's a different story. SOURCES: Office of the New York State Comptroller, U.S. Bureau of Labor Statistics

Whether they distract you from your daily work or serve as filters for the abundance of daily news, here is a handful of the most influential blogs for financial advisors.

Here we present a new look at our top bank advisors list, reshuffled and ranked by fee-based business.

It’s tax season, and that means a lot of scrambling to prepare and find ways to cut taxes. But advisors are skeptical that accountants are making all the right moves.

LinkedIn is a powerful tool for advisors to connect with potential clients, but it should be used with careful diligence. Failure to do so could result in ineffective platform execution, or even worse – a breach in compliance.

Here are the top firms according to their basic payout for producers at the $1 million mark.