Practice management

An FPA learning and development consultant shares a collaborative technique for solving tough problems.

There is no secret formula but there are some time-tested calculations that can reveal a firm’s productivity, or lack thereof.

It’s not hard to envision Gen X advisors finally achieving things that many of us hoped would happen a decade or more ago.

“We see optimism, but a guarded optimism,” says Mike Ryan, Americas chief investment officer at UBS Global Wealth Management.

The list includes the biggest wirehouse breakaway team in the past five years.

When a tweet drew backlash from customers and politicians on Monday, it brought into question how banks should couch their messages on social media.

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.