Financial planning

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.

Competition for top financial advisory talent has stayed strong, but the kinds of advisors interested in moving has changed, according to the eight recruiters who gathered for On Wall Street's annual Recruiters Roundtable this year. Check out the key trends set to influence advisor movement in 2013.

When advisors move their practice, many things can go wrong – and they can go wrong very quickly. Fortunately, many of these mistakes can be avoided.

What's State Street Global Advisor's next big destination for expanding its retirement business? 

With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.

Ever since the Great Depression of the 1930s, Social Security has been a major source of retirement income, and will most likely continue being so for generations to come.

Many financial advisors hesitate to use social media because they are concerned about compliance. This is certainly understandable, but current rules allow plenty of flexibility to use social media effectively.

How are you going to improve your book of business? Check out these essential tips to improve your practice.

Who are the top producers in the bank advisory channel? The editors of Bank Investment Consultant have broken down and ranked the industry's top advisors by production. How does your bank rank?

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

The most successful advisors intentionally create a brand that is distinct, stands for something, and creates an emotional connection with clients.

These are the biggest money blunders clients make. By getting ahead of the problem, advisers can make themselves more valuable.

The organization announced Tuesday that Linda Leitz, a fee-only planner based in Colorado Springs, Col., is set to become its chairwoman in September, and will serve as chair-elect until that time.