Practice management

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.

Advisors are thinking outside the box to grow their businesses despite market volatility last year.

A troubling 72% of workers age 60 or older are putting off retirement because they say they don’t have enough funds, according to a survey of 700 people that Harris Interactive conducted on behalf of CareerBuilder.

Aging is the worst part about retirement - unless you consider the rising costs of healthcare eating into your nest egg.

As the race to rake in breakaway brokers continues to heat up, it seems that independent broker-dealers, are failing to spend on the areas of technology that matter most to independent advisors: customer relationship management and integration.

Merrill Lynch veteran Tom Isaacs is still waiting to see if Merrill will enforce a 60-day leave clause.

Mission statements are meant to develop a purpose for family wealth that all members can support.