Practice management

The recession has crushed the “free agent” mentality that has prevailed among American workers who had freely job-hopped since the 1990s, Towers Watson found in a survey of 22,000 employees in 22 markets around the world.

Taking the retirement savings conversation to the dinner table might be just what Boomers need.

Advisor software looks to help investors track financial goals.

Be it the dismal disappointment of seeing their 401(k) balances fall, loss of a job or a wage cut, 48% of Americans are savings less for retirement, according to a Country Financial survey of 2,340 working Americans.

Young brokerage firm is interested in growth but plans to expand very selectively

MetLife believes that the once-ignored “emerging investor” is becoming critical to advisor business as firms try to figure out how to retain and recruit new clients.

Results of a survey point to promotion and customer interaction as areas of interest for targeting young adults, men and high-income earners.

On Wall Street and MainStay Investments will honor the winners at a dinner in New York City.

Your next generation of clients will require a bevy of new skills. The key—learning to say “no.”

The company has already partnered with the city of San Francisco to offer wealth management services to its residents through direct mailings in their water and electric bills.

When going through a divorce, having just any financial advisor won't do. People need a planner who specializes in the subject and can help clients navigate the difficult emotional and financial terrain ahead.

While financial advisers have been relying on internal wholesalers more heavily since the financial downturn, they are also finding those contacts not as accessible or responsive as they would like.

Americans need to resume saving and planning if they want to retire comfortably.

The number of U.S. households with a net worth of $1 million or more, not including primary residence, increased 16% to 7.8 million last year, according to a report released Tuesday.

All-time low interest rates and tight credit could make the family bank the lender of choice for the wealthy.

Do you know what your clients want? If not, there’s a good reason: The affluent mind has changed.

America has yet to witness the tremendous societal transformation retiring Boomers will have, as the oldest is a mere 64 and the youngest, 46. But we are beginning to see signs of the tsunami-sized impact this 77 million-strong army will have on the workplace, the economy, healthcare and even the arts and entertainment.

In an effort to attract assets and customers, Bank of America Merrill Lynch has introduced the Financial Wellness Monitor to help employers score how well employees are doing at saving for retirement.

The run on advisors from wirehouses is the new reality for Milwaukee-based Baird.

Separately, the private bank is bringing on two executives.