Practice management

For some advisors, a virtual office model offers advantages other than a reduction in costs.

Applying your fantasy football skills to retirement savings; 7 fatal flaws in America's 401(k) plans; 3 steps to protect your portfolio in the next market crash

Achieving these three goals can help advisors meet their firms' ultimate growth objectives, an online marketing exec tells advisors.

"Emails are a great way to share news but not a great way to have a conversation," a document management specialist tells advisors.

Janney Montgomery Scott replaces wealth management products chief David Penn, as he steps down to become a financial advisor.

FINRA has promoted one of its own to head the regulator's disciplinary unit, but still has no replacement for Linda Fienberg's other role as head of arbitrations.

The financial services sector as a whole is chasing short-term gains and in the process saddling investors with the costs of higher trading volumes and often not acting in their best interests, says Vanguard founder John Bogle.

A Merrill Lynch advisor managing $230 million in assets has left the wirehouse to join RBC Wealth Management.

Regulators have been clamping down on auditors of broker-dealers in recent years in response to the lack of meaningful audits of Bernard Madoff’s investment firm and other scandals uncovered during the financial crisis.

During a time period while stock markets and housing values were on the rise, wealth and income fell for Americans aged 45 to 64, according to a new study from the Federal Reserve.

A new research paper identifies several elements tied to the most satisfied dealmakers. See the takeaways for advisors.

Wirehouse advisors managing more than $1.1 billion in assets have moved over to Wells Fargo.

High-net-worth women are savvier about alternative investment choices than their male counterparts, says a study by New York Life MainStay Investments.

John Taft, head of RBC wealth management in the U.S., weighs in on extending fiduciary responsibility to broker-dealers, saying any extension must account for the distinct business practices of the sector.

How to prepare for retirement on a low income; How much do you really gain by waiting for Social Security; Manage your health records online

Two Florida planners drop antitrust claims against CFP Board to shield clients; Board still wants client names

In a two-week period, Ameriprise has recruited five advisors managing more than $600 million.

Longevity is the X-factor in retirement planning; How working in retirement impacts Social Security; Live a little, your kids will make their own money

Credit Suisse Group added private banking to its operations in Toronto as the lender seeks to win business from Canada’s wealthiest individuals.

Discounted cash flow is the most important valuation method financial advisors can use, according to strategic consultant David DeVoe.