Financial planning

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.

Who Are the power house fund managers? Here are the heavy hitters who racked up the most Lipper Awards this year.

Here are the top firms according to their basic payout for producers at the $600,000 mark.

Bank Investment Consultant was on the scene at the annual BISA conference. Here we have culled the best bits to bring you the most interesting things we heard.

Millions of baby boomers born in 1948 will become eligible for Medicare this year and face the complexities of choosing Medicare plans. As this group navigates the choices in Medicare Enrollment for the first time, financial planners have a chance to share with them advice that will help them make the best decision.

Here are the top firms according to their basic payout for producers at the $400,000 mark.

Three months after her departure from the Securities and Exchange Commission, former Chairwoman Mary Schapiro has been nominated to join the board of General Electric. If she accepts, she will be the third former regulatory chief to join a board of directors this year.

Here are the top firms according to their basic payout for producers at the $200,000 mark.

HighTower, a national company serving high-net-worth and institutional clients, brings prospective partners to the firm’s Chicago headquarters for a day of one-on-one meetings with the top executives. Here's an in depth look at one step in the firm's recruiting process.