Practice management

Jeffrey Levine and The American College of Financial Services hope to help more financial advisors branch into the related but historically separate field.

Here's a smart way to add long-lasting value to your client relationships.

New CEO Ted Pick sees little need to change the "wealth management machine" his predecessor helped bring to "escape velocity."

Tax deductions for meals come with a 50% limit in most cases. Here's a mini guide to noshing breaks for financial advisors, tax professionals and their clients.

The American Securities Association accuses the industry regulator of violating federal sunshine law for rebuffing its requests for insight into more than $3 billion in recent settlements with Wall Street giants.

An industry lawyer says the firm's liability in a complex insurance-related scam will hinge on what it "should have known" or "must have known."

CFAs' knowledge of investments is on another level — which is why the designation is so hard to get. Here's why it can be worth it.

High-earning participants in the expanding universe of retirement plans offer a wellspring of potential clients for firms and advisors.

Concurrent Financial Planning brings academic gravitas to its growth plans under the firm's founder Preston Cherry and his wife, Managing Partner Eiman Osseilan.

The St. Louis-based brokerage is also encouraging representatives to become Certified Financial Planners as it experiments with fee-based fiduciary business models.