Practice management

The American Bankers Association, which initially opposed ".bank" domain names on the Web, is now promoting them as a way to enhance security amid growing cyber risk concerns.

The new program is designed to help advisors and sales assistants sharpen their sales and administrative skills.

Retirement planning: men can learn from women; Simple way for retirees to save on prescription drugs; 5 expenses that will improve your retirement

As advisors look to mergers and acquisitions to fuel growth strategies and succession plans, firms need to look beyond the transaction itself and think strategically about how a combined firm will operate, experts said this week at the FSI's financial advisor summit.

Federal workers lose big by pulling out of low-cost retirement plans; in ruling on California's bankruptcy, judge challenges sanctity of pensions; 5 things to remember when selling your business for retirement

Raymond James & Associates recruited a wirehouse advisor who generated over $1 million in revenue, managing more than $120 million in assets.

Morgan Stanley picked up five advisors managing more than $650 million in combined assets from its rivals, according to a spokesperson for the wirehouse.

With cybertheft rampant and regulators keeping watch, financial advisors must help secure their clients' data.

Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.

The Social Security mistake even its reps are making; calculating required distributions from your retirement accounts; should you drink the annuity COLA?

Competitive threat or recruiting target? The wave of retiring baby boomers will change the calculus for client needs -- and that's opening up a new opportunity for CPAs in wealth management.

Planners who started their professional lives in other fields identify the crossover skills that make them successful.

With the number of independent workers on the rise, advisors need to know about the distinct issues that they face.

Wealthy clients need help raising kids who’ll value community well-being and financial stewardship. Here’s how advisors can help.

Here's how Roger Hewins used an accounting firm connection to help create a $3.5 billion RIA.

The third edition of Redtail's highly popular CRM application seems destined to help the company hold its leading position.

Mass-affluent investors are a confused group, so advisors need to set clear expectations about the markets, as well as the help they can provide.

Regulators in other countries are able to act more easily because there are "just fewer decision makers.”

A FINRA arbitration panel ruled a broker caught in an insider trading scandal must pay back over $3 million to Morgan Stanley.

The search among internal candidates continues for a new head of the dispute resolutions unit.