Practice management

Even though small business owners have seen improvements in their businesses, they do not expect an economic rebound until the second half of 2011, according to a Business Confidence Survey released on Monday by Administaff.

The effects of the financial market meltdown from 2008 are still unfolding, as companies cut benefits and unemployment stagnates. Many women are responding by shouldering more financial responsibility in their families, which helps explain why they are so driven to learn more about their retirement finances.

“Referrals are a transfer of trust” said Julie Littlechild, President of Advisor Impact. She added, “They are an expression of everything you do with your clients.”

Build America Bond issuers could potentially go years without subsidy payments under the examination process the Internal Revenue Service is currently considering for them, bond attorneys meeting here warned last week.

While reforming the government-sponsored enterprises was always going to be a hard battle for the Obama administration, its job will be even tougher if the Republicans, as expected, win control of the House this week.

Memories of the market's collapse haunt advisors as they reposition their businesses for future growth.

As an advisor, strong communication skills can help build your business, especially if you tune into a client's communication style.

Congress's offer to share some recovered assets with whistleblowers is leading to a flood of informants.

Most advisors segment their clients books, but few do so systematically, according to a Schwab practice management expert.

Social media is rife with sound bytes and holds great allure for those who use it in their personal lives, but can Facebook and twitter be practically applied in the world of registered investment advisers?

So you’re wondering about where to start applying Twitter in your business. Twitter co-founder Biz Stone had made it simple.

Phantom stock unit plans may be the answer for principals who want to retain key advisors without losing control of the business.

BofA Merrill Lynch advisors amass $244 billion in cash deposits as clients try to circle their financial wagons.

Insight from the first day of Charles Schwab's annual conference in Boston sheds light on simple but effecting ways to grow your business.

The Securities and Exchange Commission crossed a new threshold this week by securing financial penalties against individual city officials in a municipal bond fraud case.

Small business economic confidence rebounded in October as more small business owners reported that economic conditions for their businesses and for the country have improved, according to a new poll that also found small business owners favoring a Republican-controlled Congress in the midterm elections.

The Massachusetts Democrat continues to hold a sizable lead in polls, but his opponent, Republican Sean Bielat, argues that public anger over the economy, anti-incumbent fervor and Sen. Scott Brown's surprise victory this year prove he has a shot at beating Frank.

By clearly communicating your value proposition, you can provide your clients with an easy pitch with which to refer friends and family.

In an anecdote studded Q&A Wednesday morning at the Schwab IMPACT 2010 Conference in Boston, Henry Paulson (left) discussed how he rescued the financial system and saved the country from economic ruin.

According to a monthly survey, millionaire investor confidence surged to its highest level in nearly three years in October.