Practice management

A former Wells Fargo advisor allegedly stole nearly $89,000 from an aging woman who authorized him to pay her rent.

ATM company Diebold has put together a mini-branch prototype that features artificial intelligence, voice recognition and video tellers.

Clients should start preparing emotionally, as well as financially, for retirement at least five years early; Plus, downsizing your home isn't always a good idea.

Using donor-advised funds can ease the pressure on clients to make hurried year-end giving decisions, while still allowing them to receive the tax benefits from their donation.

The ideal investing approach should control downside risk while also achieving a reasonable rate of growth. Here are a few suggestions.

The wirehouse recruited advisors from rivals Merrill Lynch and UBS.

Merrill's newest recruit managed more than $185 million in client assets while at UBS.

A financial advisor helped doctors who were facing increases in their health insurance premiums by better visualizing their full options; Plus, means testing and a higher retirement age are possible fixes for Social Security.

Margaret Towle was most recently a partner and managing director with HighTower Advisors. She's also editor-in-chief of The Journal of Investment Consulting.

Board quietly hires former SEC official; critics call for CEO Keller's departure as well.

An attorney for Jorge Posada and Jose Contreras says ballplayers were "victims of fraud, taken advantage of at every turn."

Regulators penalized both the independent and employee channels of Wells Fargo for failing to properly screen over 200,000 customer accounts.

The increasing Asian, Hispanic and other minority groups will have an impact on the development of products, services and training; Plus, more than half of American households may not maintain standard of living in retirement.

High-performing firms are almost twice as likely to effectively describe target client profiles to clients and centers of influence.

Raymond James' independent broker dealer lured away two advisors producing $1.85 million from Morgan Stanley.

The advisor allegedly solicited and received loans totaling $56,000 from two customers in violation of the firms' policies.

Seniors should discuss their plans with their partners and designate a family member to manage their bills if necessary; Plus, clients should put their bonus in a retirement account.

Prompted by a Financial Planning investigation, more effective advice for soldiers and vets in financial distress is the objective.

The CFP Board’s first computer-based exam attracted over 2,100 applicants.

An advisor joined BB&T Scott & Stringfellow to become the firm's latest wirehouse recruit.