Practice management

The trio collectively supervised about 200 advisors who oversaw more than $17 billion in client assets for UBS and Wells Fargo.

Hint: It isn't claiming at 62; Plus, four things to consider before retiring abroad.

As more community banks switch to a universal banker model, they are also finding that it can take a year -- or more -- to properly train those employees.

Morgan CFO Ruth Porat was eligible for $14.1 million in unvested restricted stock and $13.8 million in total deferred compensation as of the end of 2014.

Sage Private Wealth recruits an advisor with about $1.3 million in annual revenue -- and a family resemblance.

Learn how these leaders are focused on growing the advisor ranks and helping them build bigger businesses.

Maximizing savings in tax-deferred accounts may lead to an abrupt increase later in both income and income taxes. Here are a couple of ways to help clients steer clear.

Strategy is not the most important thing in creating a successful firm -- it's execution. Be sure you're getting it right.

Helping older clients understand that it would be wise to change their place of residence is a knotty and sensitive task.

More than half of global employers surveyed by Vanguard say they intend to boost company contributions to 401(k) plans in the next five years; Plus, almost half of American workers (45%) are not saving for retirement.

FINRA is weighing whether to drop a plan for a trade-surveillance system that has drawn sharp opposition from the brokers that fund the agency.

Introducing elderly clients to online performance reporting and budgeting tools can be a win-win for advisors and their clients.

The new recruits generated an estimated $1.4 million in combined annual revenue while at Merrill Lynch.

As new state regulations loom, experts caution that examiners already expect advisors to have a business continuity and succession plan in place.

As boomers cross the 65 age barrier, they may face elder scams and dementia, but advisors are in a position to help.

The financial industry and the White House are gearing up for a fresh battle this spring over investment advice for retirement savings.

Banks' customer-satisfaction ratings are at a 10-year high, according to a new study by J.D. Power. The research firm identified the top-rated banks in each region, and found that the postmillennial generation has a thing for the megabanks.

Two wirehouse advisors who oversaw $140 million in assets joined the super regional's employee advisory ranks.

Consider every encounter at work and in your community an opportunity to create a positive reputation for your business.

Using insights from behavioral finance, advisors can better help clients answer the question: What do you really want your money to do?