Practice management

Advisors can help identify those organizations that will be most satisfying to support and may strengthen their relationships with clients in the process.

The 3-year old branding campaign has raised awareness among the CFP Board's target market of mass affluent investors by 6%, to the point where nearly one-third of that audience recognizes the CFP brand.

The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry.

Advisors can help identify those organizations that will be most satisfying to support and may strengthen their relationships with clients in the process.

Layout, compensation and training can make or break high-tech, high-concept branches, said bankers at BAI's Retail Delivery conference.

Americans can limit their spending, work past their retirement age or accept that they could spend their golden years in poverty; plus the benefits of a phased retirement and tips for choosing a country in which to retire abroad.

When helping clients plan their charitable giving, there are two topics advisors need to cover in-depth in their first conversations.

Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.

Stocks that have suddenly become predominant in a client's portfolio are prime candidates for a charitable donation.

RBC Wealth Management-U.S. grabbed a trio of financial advisors generating $1.8 million in annual revenue from Oppenheimer & Co.

When helping clients plan their charitable giving, there are two topics advisors need to cover in-depth in their first conversations.

Tax benefits of homeownership are overstated, study finds; plus proposed changes that put Roth IRA advantages at risk and five takeaways on retirement from the midterm elections.

Studies show that helping clients plan their charitable giving can strengthen planners' relationships -- and their businesses.

Stocks that have suddenly become predominant in a client's portfolio are prime candidates for a charitable donation.

Regulators say clearing firm noticed an “irregularity;” SEC says thefts occurred over a 10-year period.

The Chartered Advisor in Philanthropy certification is designed for individuals in a range of fields. Advisors say the designation has helped elevate their conversations with wealthy and philanthropically-minded clients.

With a wider gap in tax rates, moving reported income among family members could have a big payoff. Advisors should consider a few if these strategies.

Traditional advisory channels still hold the lion's share of the nation's investable assets, but direct channels are growing quickly.

The Chartered Advisor in Philanthropy certification is designed for individuals in a range of fields. Advisors say the designation has helped elevate their conversations with wealthy and philanthropically-minded clients.

Clients report Social Security's employees being uninformed of the agency's rules, or worse, providing wrong information; Plus, the downside of target-date funds