Practice management

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?

Here are the top five areas of design to consider when developing a new brand and core message.

As Columbia Threadneedle’s head of North America marketing, Leslie Walstrom is focused on elevating the division beyond the traditional sales support.

The first of her family to work in financial services, Dina Santoro leads the strategic product and marketing agenda for Voya Investment Management.

The fast-growing Chicago firm now nearly $4 billion in AUM.

The new recruits signed on with the firm’s independent and employee broker-dealer units.

The No. 1 IBD also nominated a new board member and tapped key executives for advisor support and government relations.

Without advisor buy-in, scale can't be achieved, the tech executive says.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

Advisors share their tips to avoid the frenzy over Slack, Uber and the next big thing.

Independent Financial Partners aspires to be a “very, very small agent for change.”

It's vital that planners recognize how women's planning needs are different from men's — while being careful not to lump them into a singular group.

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.

The SEC is giving serious side-eye to firms with part-time or underqualified compliance officers.

Shoehorning them into certain categories can lead to bias and crimp firm growth.

Bank critics and some lawmakers quickly seized on a tone-deaf posting by JPMorgan Chase that was designed to tout the virtues of saving money.

The 11-person team, which was assisted by Dynasty Financial Partners, was attracted by the raft of technology options in the independent space.

"High-achieving" advisors on social media can increase assets by 10%.

The slowing is part of an overall industry slowdown that experts don’t think will last.