Practice management

The custodian giant announced Monday a redesign of its online Education Center that allows advisors to earn continuing-education credits while also boosting their own knowledge.

Less than 1% of young people say they want financial services providers to contact them through social media, according to new research by BNY Mellon.

Wealth management firms look to grow the bottom line out West. "Everybody is trying to get bigger in the marketplace. And those who aren't present here want to enhance their presence," says Bill Willis, a Los Angeles-based recruiter.

Testing a blended approach to retirement income; Calpers to end hedge fund investments; How to add diversification to your retirement investments

A veteran Merrill Lynch advisor with $1.5 million in production joins RBC Wealth Management.

These independent broker-dealers have the highest percentages of female representatives. What are they doing differently?

These firms have the highest percentage of female reps. What are they doing differently?

Retirement health costs, planning for the wild card; Here are 3 important things to think about if you're retiring soon; Clean up that cluttered portfolio

If you want your entire team focused on bringing in new clients, you'll need to restructure your organization to make that happen.

Americans over 50 are particularly worried about one major threat to their retirement plans and advisors must do more to help, a new survey finds.

Two days after Apple unveiled its attempt to advance mobile payments, CFPB Director Richard Cordray cited the burgeoning field as a key area of concern his agency needs to examine.

Supporters of a broader and more rigorously enforced fiduciary standard are rallying behind a set of best practices they would like to see advisors and brokers incorporate into their practices.

Social Security and unpaid student loans, what the feds won't tell you; Medicare is pricier in unhealthy states; How the financial crisis put up more barriers to a secure retirement

Independent Financial Partners, an LPL firm, tapped a financial services veteran to recruit advisors from the wirehouse channel.

"Our industry is at the early stages of disruption by robo advisors. It's not a question of if this will happen but when and how much," says planner and industry consultant Deborah Fox. Here are three upgrades advisors need now.

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.